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Overview

Use filters to display a sub-set of data in a chart.  Filters are made up of a When you create or edit a filter, PhixFlow displays a window where you can specify a set of clauses; each . Each clause in turn contains a number of conditions.

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You can name and save filters for future use, or use them temporarily.

Buttons:

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Filter Window

Toolbar

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     Apply the filter without saving it.
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  •  Save without closing.
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  •  Save and close.

Filter tab

If you want to save this To save a filter for future use, enter details and saveafter entering the details remember to save the filter.

Filter Tab

FieldDescription
NameThe name of the Filterfilter.
Stream NameThe name of the Stream stream to which the Filter filter applies.
PrivateThis field will only be visible

Available to users with the

'

Create Public Filters

'

privilege.

Tick this field if this Filter should only be

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 The filter is only available to the user who created it. If this field is not visible

then

to you, the filter

will be private.
Protect during importTick this field to prevent this Filter being

is automatically private.

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The filter is only available to other PhixFlow users.

Protect during import

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 The filter is not updated or deleted during import.

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 The filter may be updated or deleted during import.

Access Permissions
This section will only be visible Available to users with the 'the Create Public Filters' privilege privilege, when the Private check box is not ticked.
All Users Can View Filter

This field is only visible if Private is not ticked.

Tick this field if all

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 All users with permission to view filters

should be able to view

can use this filter.

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 Specify the User Groups that can use this filter.

User GroupsIf '

Available when  All Users Can View

Filter'

Filter is not ticked

, select

.

Select the user groups who will be able to view this filter.


Build a filter by adding conditions and clauses.



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Add a clause to the filter. Hover over the editor to the right of a condition to see this button.

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Delete the selected clause or condition from the filter. Hover over the editor to the right of a condition or clause to see this button.

The value entered is a literal value. Click this icon to change this, if you want to use an expression.

The value entered is an expression. Click this icon to change this, if you want to enter a literal value.

Ignore Case

The condition matches values ignoring case e.g. "abc" would match "abc", "Abc", "ABC", etc.

The default setting is defined on the underlying Stream Attribute.

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Display the filter picker. Click this icon to display a list of possible values to filter by. See Using Filter Pickers, below.

Description tab

Optionally, enter a description to explain the purpose of this filter.

Some Filter Examples

Create prompt filter

You can create a filter that will prompt users to enter a value, and filter based on that. For example, if you have data which contains people's names, you could create a filter like:

Name contains _prompt.EnterName fx

Filter on Current User

If your data contains details of the user, you may be able to filter based on the currently logged in user. For example, to set a filter where the owner equals the current logged in user, add a condition to the filter:

Owner equals _user.name fx

Enter a list of values for an "Is In" or "Is Not In" filter

If you want to select a set of records which have a field set to one of a range of possible values you can do this by selecting the "Is in" or "Is not in" comparator from the drop down list and then simply typing the list of values into the edit box to the right of the comparator as a comma separated list like this:

Country Is in England, France, Germany ABC

Alternatively, you can enter the comparison value as expression:

Country Is in ["England","France","Germany"] fx

Using Filter Pickers

If the stream view that you are filtering on has Allow Filter Picker selected, then PhixFlow displays the  icon after the value field. To use a filter picker:

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Tip

There are some scenarios where  PhixFlow cannot generate the list of values for a filter picker list.

  • pivot views
  • where the underlying stream data is aggregated.

In these cases, PhixFlow automatically hides the icon 

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See Also