How to Filter and Sort Data in a Table in Workday

The table icons mentioned in this guide appear for all tables offering data.

Step 1: Select the Select to Filter Grid Data icon from the options in the top righthand corner.

The View Request Types table. The Select to Filter Grid Data icon (the funnel-shaped icon) is highlighted in the upper right corner of the screen.

Step 2: Select Add.

Note: You can also filter and sort by clicking on column titles.

The View Request Types table. The Select to Filter Grid Data icon shows a pop-up window beneath the icon. The window reads, “Did you know you can also filter and sort by clicking on column titles?” or “Add a new filter here.” There is a gray Add button beneath the text within the window.

Step 3: Select the Column you want to filter.

The View Request Types table where an Add Filter pop-up window appears in the middle of the screen. There is one filter, Column, that is required. The column field is a dropdown menu with a prefilled option to "select one". Below the column field is a blue filter button and a gray cancel button.

Step 4: Select the Filter Condition.

Step 5: Select Value.

Step 6: Select Filter.

The View Request Types table where an Add Filter pop-up window appears in the middle of the screen. The column field shows Request Type, the Filter Condition field shows not equal to, and the Value field shows Report on Dissertation and Final Examination (Defense) for the Degree of Doctor of Philosophy. There is a blue Filter button and a gray Cancel button underneath the value field.

Step 7: Review the updated table based on your changes.

The View Request Types table with the selected filter applied. The top left-hand corner of the table shows that only 7 of 8 items is shown. In the top right-hand corner of the request type column header, there is a blue Select to Filter Grid Data (funnel) icon to indicate that that column is being filtered.

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