Deep Search

In this section you will learn about the Deep Search function in Sheets.

⚠️ Usage Recommendation

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The Deep Search feature is a powerful tool designed for advanced queries that require filtering by more than three criteria at once. For most filtering needs, the standard search and filter options are sufficient. We recommend using Deep Search only when a complex, multi-layered query is necessary to find the specific data you need.

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Understanding Deep Search

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DeepSearch is a feature we've added to give you even more control over the data you can access. As the name suggests, it allows you to perform a deeper level of filtering—especially useful when the three built-in filters aren’t enough. While those three filters are sufficient for about 90% of users, some cases require more specific insights. That’s why we introduced DeepSearch: a powerful combination of filter customization and Google Sheets' “Create a Filter View” feature.

With this tool, you can build particular, temporary filter views of the dashboard data based on your unique criteria.

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How to use it like a Pro

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First, click the top section where you see the option that says “Deep Search 🔍”. When you do, the system will prompt you to grant permissions to proceed.

🚨READ THIS TO KNOW HOW TO GRANT PERMISSIONS PROPERLY:

Grant Access to run Script

⚠️ Only if you have already granted the necessary permissions, let’s understand what a Filter View is. Essentially, it's a temporary, customizable view that allows you to apply additional filters on top of what’s already available in your dashboard.

Because dashboards in iDealOps use Dynamic Tables, you can stack Google Sheets' Filter Views on top of the existing filters to gain even deeper insights.

🔍 Note: A Filter View is temporary. You should not save it. It’s meant for quick, advanced filtering to answer very specific questions.

We assume you already know how basic filters work in Google Sheets. But just to recap: filters help you display only the data you're interested in by narrowing down what’s shown in the table.

Now imagine you're analyzing the Sales Calls Dashboard. You've already applied the following filters:

• All bookings

• Closer: Cabesa

• Status: Live Call - Qualified

However, you want to take it a step further and filter the results even more—specifically to view only those calls where the Set Source was a Setter, excluding Cold Callers, Affiliates, and any other sources. This is exactly the kind of scenario where DeepSearch becomes valuable, allowing you to layer in additional criteria beyond what the standard filters provide.

To help you find exactly what you’re looking for, start by clicking on Deep Search 🔍-> Search deeply on Sheet ⚙️.

Then select the dashboard you want to explore in more detail. In this example, we’ll choose the Call_Sales Dashboard, so in the dropdown, choose that option.

Once selected, click on “Create the Filter View.”

The tool will automatically detect and select the correct range of the dynamic table, so you don’t have to. This ensures all Filter Views are created accurately and work as expected. As you can see in the image, all the correct cells are properly selected.

To continue, click on the filter view icon at the top of Google Sheets:

Then, click Create a Filter View once the menu appears

And a temporary view will now be applied, and filters will appear at the top of each column in the table:

Now you can filter the data to find exactly what you need. In this example, we’re looking for:

All bookings where the Closer is “Cabesa,” the Status is Live Call - Qualified, and the Set Source is Setter.

To apply this additional filter, go to the Set Source column and deselect all options except for Setter to narrow your view:

And that’s it! You've now applied an extra layer of filtering using Filter Views. You can continue to refine your view even further if needed—the filtering possibilities are virtually unlimited. The key takeaway is: when you need deeper insights, this feature gives you the flexibility to dive in.

Once you’ve reviewed the filtered data, click the X to exit the Filter View.

A pop-up will appear asking if you want to save the view.

🛑 Important: Click Don’t Save

And that’s it! You’ve successfully used the Filter View to perform a DeepSearch on your dynamic table.

However, we strongly recommend starting with the main Filtering Section, as it’s sufficient for 90% of use cases. Be sure to read the Filtering SOP to understand how to use it effectively:

Filtering

Thank you for reading!

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