Filter, sort and customize a classification sheet


When you open a classification sheet, you see a grid listing all the source or cases assigned to the classification with their attribute values.

You can filter, sort and customize the classification sheet to suit your analysis.

What do you want to do?


Change the display of source or case names

You can change how project item names are displayed in the classification sheet. For example, instead of displaying the folder location in the source or case names, you could choose to display the name only.

  1. Click in the Detail View.

  2. On the View tab, in the Detail View group, click Classification.

  3. Select the name format you want to display.

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Filter the classification sheet by attribute value

You can filter the project items in the classification sheet based on their attribute values. For example, you could show only the sources with a specific publication date or only case nodes where age group=18-25.

To filter the classification sheet:

  1. Click the filter icon at the top of the column that contains the value you want to filter by.

  2. Specify the filter you want to apply to the column—refer to Applying filters for more information, and then click OK.

The filter icon at the top of the column displays red to indicate a filter has been applied.


  • You can apply filters to multiple columns. For example, you could display only the journal articles where Title contains 'climate' and year=2010.

  • To clear the filter on a selected column, click the filter icon , and then click the Clear Filter button.

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Sort the classification sheet by attribute value

To sort a classification sheet:

  1. Click the column header of the column that contains the values you want to sort by. The data is sorted by the selected column in ascending order. Click again, to reverse the sort order.

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Apply original display settings

To return the classification sheet back to its original display settings:

  • On the Layout tab in the Tools group, click Reset Settings.

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