Manipulating data in Jules

In Jules, you can use different tools to leverage your data, such as Search bar, Filters, Sorting, Grouping and also editing the table columns and their orders.

On each base you will access part or all of these tools.

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  1. 1. Go to Jules AI

  2. 2. Type your query in the search bar and wait until it gets loaded

    In the search bar you will see a placeholder to see what criteria you can type

    Type your query in the search bar and wait until it gets loaded

  3. 3. Click on any filter and make your selection

    In Jules AI, you have 3 main filters and then other filters (in "Others")

    Click on any filter and make your selection

  4. 4. Click on "Others" to find the other filters

    Click on "Others" to find the other filters

  5. 5. After having applied your other filters, click on "Apply"

    After having applied your other filters, click on "Apply"

  6. 6. To clear your other filters, go back to "Others"

    To clear your other filters, go back to "Others"

  7. 7. Then click on "Clear filter(s)"

    Then click on "Clear filter(s)"

  8. 8. And then click on "Apply" to confirm your filter clearing

    And then click on "Apply" to confirm your filter clearing

  9. 9. You can group lines by clicking on "Group by"

    You can group lines by clicking on "Group by"

  10. 10. Then select your criteria

    To remove the grouping, click again on "Group by" and select "None"

    Then select your criteria

  11. 11. Once a grouping is applied, you can expand rows by clicking on the chevron icon

    Once a grouping is applied, you can expand rows by clicking on the chevron icon

  12. 12. You can also "Collapse all" or "Expand all"

    You can also "Collapse all" or "Expand all"

  13. 13. Click on "Sort by" to select a sorting criteria

    To remove the sorting, click again on "Sort by" and select "None"

    Click on "Sort by" to select a sorting criteria

  14. 14. You can also customize table columns by clicking on this icon

    You can also customize table columns by clicking on this icon

  15. 15. Here, select or unselect the columns you want

    You can also search them via the search bar

    Here, select or unselect the columns you want

  16. 16. You can re-order the columns with drag and drop. Then click on "Save" to save your changes

    You can re-order the columns with drag and drop. Then click on "Save" to save your changes

  17. 17. In some tables, we offer the option to "Resize" in order to extend the size of the table and display more rows

    In some tables, we offer the option to "Resize" in order to extend the size of the table and display more rows

  18. 18. Last by not least, you can access pre-define "Views"

    A view is composed of: filters, grouping, sorting, table column customization

    Last by not least, you can access pre-define "Views"

  19. 19. Select the view you want to apply

    Select the view you want to apply