Edit source filters

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can edit a source filter in the Interactive Analysis Filter Info panel.

    Before you begin

    Role required: none.

    You must have access to the list of records that you want to analyze.

    Procedure

    1. Navigate to the table that you want to analyze.
    2. Right-click on the header of the column you want to analyze and select Launch Interactive Analysis.
    3. Click the information icon (info icon) to open the Filter Info panel.
    4. Click Edit Source Filter.

      Filter info panel with Edit Source Filter button highlighted
    5. Click Load Filter and select the filter to edit.
    6. Edit the existing conditions and add new conditions.
    7. Click Save changes.

    Result

    The interactive analysis updates with the new source filter. The Filter Info panel shows the updated conditions.