Manipulating data in Jules
JB

Jean-Philippe Boul

Created Jan 19, 2023

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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    d

Haroldwaste

19 Steps
1

Go to Jules AI

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

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

Click on "Others" to find the other filters

Click on "Others" to find the other filters
5

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

After having applied your other filters, click on "Apply"
6

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

To clear your other filters, go back to "Others"
7

Then click on "Clear filter(s)"

Then click on "Clear filter(s)"
8

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

And then click on "Apply" to confirm your filter clearing
9

You can group lines by clicking on "Group by"

You can group lines by clicking on "Group by"
10

Then select your criteria

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

Then select your criteria
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

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

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

You can also customize table columns by clicking on this icon

You can also customize table columns by clicking on this icon
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

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

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

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

Select the view you want to apply

Select the view you want to apply
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