The Preset feature allows users to add and manage saved filters as presets within the visual, providing quick and convenient access to predefined filters.
Video 1: Saved Filter Presets
Image 1: Saved Filter Presets.
How to add Saved Filter as Presets
1
To add Saved Filter as presets, ensure a Conditional Formatting rule is created and the Preset Bar is enabled.
2
Click the plus (+) icon to open the Preset Selection pop-up.
3
Inside the pop-up, click the "+Add" icon to include a Conditional Formatting or Saved Filter as a preset.
4
This action adds the preset list (Conditional Formatting or Saved Filter, depending on what was created first) to be configured.
5
By default, the first created saved filter will be added to the list.
6
To select a specific saved filter, click the dropdown list under the Name section and choose the desired saved filter.
7
The saved filter will appear in the preset list with its type set to Filter.
8
To add additional saved filters, click the Add+ button again and repeat the configuration process.
9
Click OK to apply the saved filters to the Preset Bar.
10
Click Cancel to exit without saving changes or adding new presets.
Image 2: Configuring Saved Filter as Presets in preset list.
