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Filters

You can use the Filters dialog box to define a filter for your data. You can create a simple filter on a single field or a group of filters on multiple fields. Each filter applies to a target field.

To add a filter, select the +Add button. To define a group filter, select the dropdown menu.

By default, the filter returns the matching values. To exclude the matching results and return the values that do not match, set Exclude Matched to True at the bottom of the dialog box.

Filter on a single field

To define a filter, first select the target field from the dataset or data model. Then, you can filter the target field by specific values or by comparison. The type of comparison depends on the data type of the target field.

Filter by values

The General tab shows the values of the target field. You can sort or search the list and select one or more values to filter by. The target field will then be filtered by this fixed list of values. You can also attach a parameter to the filter. This allows the user to dynamically set the filter values.

Filter by comparison

You can also filter by comparison. The options for comparison differ based on the data type of the target field.

Numeric target fields

If the target field is a numeric field (identified by the # symbol), you can filter the values by a value range.


In the Value Range tab, you can filter records by comparing them to a specific value or a parameter value. Select the comparison operator and then specify a value or select a parameter for the range start and end values.


Range options

  • Equal To

  • Not Equal To

  • Greater Than

  • Greater Than or Equal To

  • Less Than

  • Less Than or Equal To

  • Between

  • Not Between

Date target fields

If the target field is a date field (identified by the calendar symbol), you can filter the dates by absolute start and end dates or by relative dates.


To filter by absolute values, select a start and end date. You can also select a parameter for the start and end dates.


To filter by a relative date, you can specify a time period, such as "last 7 days" or "next month".

String target fields

If the target field is a string field (identified by the ABC symbol), you can use match rules to choose the string values that match the filter.


A match rule has two parts:

  • Match Type: Contains, Starts with, Ends with, or Exactly matches.

  • Match Value: Enter a string value to match or choose a parameter.

Group filters

You can filter the dataset or data model by more than one field. To do this, you can visually define a group of field filters that represent a boolean expression with AND and OR operators. You can also nest filter groups.

Apply and save filters

  • OK: Saves the filter.

  • Cancel: Discards your changes.