How to Filter Pins on a Map

You can open your map by single clicking the name, double clicking anywhere on the row, or by single clicking on the row and clicking the "Open" button. If you don't have a map created, click on the "Add New Items" button. Then select, "New Map" and give it a name.

To access the dataset menu, left or right click anywhere on the dataset name, or hover over the row and click on the "Menu" button. If you don't have a dataset on your map, you can add one in seconds!

Once the dataset menu is opened, click on "Filter." For a shortcut, once the Filter tool is added, you can access the menu by clicking on the arrows next to the map name, and then by clicking on the Filter icon.

Once the lightbox opens, click "New Filter" to create a new filter. All active filters for a dataset will appear in the "Current Filters" section.

The checkbox filter allows you to check and uncheck the values that you don't want to appear on the map. To create the filter, select a column from your spreadsheet in the "Category" section. Once you do that, the values from that column will populate below. You can then uncheck the boxes of all the locations you don't want to appear on the map. This is great way to hide all pins that have the same values, i.e. if the location is assigned to Sally. Once you're filter is ready, click "OK."

The formula filter allows you to use calculations to determine which locations want to appear on the map. To create the filter, select a column from your spreadsheet in the "Category" section. Then create the calculation by selecting one of the conditions in the dropdown and inputting the values you want to appear. This is a great option to only show locations that meet certain quantitative criteria, i.e. total sales. You can add multiple calculations by clicking on "Add Calculation" and repeating this process. Once you're filter is ready, click "OK."

To get back to the map, and see the filter applied, click "OK." If you want to edit the current filter you have, click the "Edit" icon. You can also add another filter, by repeating steps 4-6.