A filter helps you to view a confined set of data matching certain conditions. With advanced filters, you can filter contextually on a few attributes like user and time thereby giving more depth to the filter conditions.
Creating a filter
- Click the Filter button () on the dataset page
- Click Add a filter
- Select a field that you want to add to the filter from the Select field dropdown to define your filter conditions:
- The operators are contextually populated based on the field you select. Choose an appropriate operator such as Equal to, Not equal to, Contains, Is empty, etc.
- Next, select a field or enter the value against which you are validating this condition.
- Click Add a condition to add as many AND/OR conditions as you want.
- Similarly, click + Add new filter to add as many filters as you want.
- After adding enough conditions and filters, choose between AND and OR condition based on your preference. AND operator checks if all the applied filter conditions are met and OR operator checks if at least one of the applied filter conditions is met.
- Click Apply to filter records in your dataset.
You can use the minus symbol in red beside every filter condition to remove it and the close icon beside every filter to delete it.
User-based contextual filters
An advanced filter is about giving more context to your filter conditions, so we have introduced user-based contextual filters that will help you choose the exact attribute related to the current user when you define filter conditions involving user names or text values.
Adding a filter condition based on a user
While matching a text or user field against another field, you will see a field named Current User along with all its attributes like Name, Email Address, User Type, Status, and Designation in the right-hand side dropdown. Choose the attribute that's appropriate to your filter condition as necessary.
For example, if you wish to check if a specific department head's name is the current user's name, its filter condition would read as follows:
[Department head] [Equal to] [Current User.Name]
The user-based contextual fields are also available on the left-hand side Select field dropdown.
Time-based contextual filters
We give you a range of options to filter your fields related to date and time.
Adding a filter condition based on time
While matching a date or time based field against a value, click the ellipsis icon to view the contextual options from which you can choose an appropriate one as per your requirement.
The following options are listed when a date/time field is selected:
- Next 6 hours
- Next 12 hours
- This week
- Last 7 days
- Next 7 days
- Last 14 days
- Last 30 days
- This month
- This quarter
- Last quarter
- This year
You can also open the calendar after choosing a relevant value and modify the date as necessary in the Value field.