How can users filter data in Smartsheet?

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The ability to filter data in Smartsheet using the Filter function allows users to display only the specific information they need while hiding other data. This functionality is essential for managing large datasets, as it helps users focus on relevant tasks or project elements without the distraction of unrelated items.

Users can create filters based on criteria such as text, dates, or numerical values. For instance, a user might filter tasks by their completion status to show only those that are still in progress. This targeted view can enhance productivity and ensure that team members are aligned on priority tasks.

In contrast, while the Sort function organizes data in a specific order (e.g., ascending or descending), it does not hide irrelevant data, which is essential for filtering. Conditional Formatting modifies how data appears based on certain conditions but does not affect the set of data displayed. Lastly, creating a View Only link allows others to see a version of the sheet without the ability to edit it, but it does not enhance data filtering capabilities.

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