Skip to main content

How to use search, filters, and presets

Learn how to find anything in the Terminal using the command bar search, filter tables to show only what you need, and sort data by any column.

Imrith Sangha avatar
Written by Imrith Sangha
Updated over a week ago

Command bar search

Click Search in the sidebar to open the command bar. This is the fastest way to find anything in the Terminal.

You can search for:

  • Research topics, policy updates, or market events

  • Any page or feature in the Terminal

  • Any index or benchmark

  • Owner or optimiser names (this shows all assets associated with them)

  • Assets (by name, or by characteristics like owner or optimiser)

  • Datasets

The search results are organized into category tabs. Click a tab to filter results to just that category.

Tip: Press Cmd + K (Mac) or Ctrl + K (Windows) as a keyboard shortcut to open the search bar.

Filtering tables

Tables throughout the Terminal use a consistent filtering interface. Look for the Add filter button at the top of any table.

To filter a table:

  1. Click Add filter

  2. Select the property you want to filter by (the options depend on what you’re viewing)

  3. Choose your filter criteria

You can add multiple filters to narrow your view further. Click Reset filters to clear all filters and see everything again.

Sorting

Click the sort arrows next to any column header to sort the table by that column. Click again to reverse the sort order

Did this answer your question?