Filters allow you to filter data in a chart. Filters are made up of a set of clauses; each clause in turn contains a number of conditions.
You can name and save filters for future use, or use them temporarily.
Buttons:
Apply the filter without saving it. | |
Save | Save without closing. |
OK | Save and close. |
Filter tab
If you want to save this filter for future use, enter details and save.
Field | Description |
---|---|
Name | The name of the Filter. |
Stream Name | The name of the Stream to which the Filter applies. |
Private | This field will only be visible to users with the 'Create Public Filters' privilege. Tick this field if this Filter should only be available to the user who created it. If this field is not visible then the filter will be private. |
Protect during import | Tick this field to prevent this Filter being updated or deleted during import. |
Access Permissions | |
This section will only be visible to users with the 'Create Public Filters' privilege. | |
All Users Can View Filter | This field is only visible if Private is not ticked. Tick this field if all users with permission to view filters should be able to view this filter. |
User Groups | If 'All Users Can View Filter' is not ticked, select the user groups who will be able to view this filter. |
Build a filter by adding conditions and clauses.
Add | Add a clause to the filter. Hover over the editor to the right of a condition to see this button. |
Delete | 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. |
Filter Picker | Display the filter picker. Click this icon to display a list of possible values to filter by. See Filter, below. |
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:
- Click on the filter picker icon to display a list of the possible values to filter on for that field.
- Click to select one value, or Shift+click or Ctrl+click to select multiple values to use in the filter
- Click on the tick in the bottom right to finish.
Alternatively double-click on a row to add that row to your selection and close.
To clear the currently selected values, click on the cross in the bottom left.
When you are constructing a quick filter, the values displayed in the filter picker list have already been filtered by any stream view:
- background filters
- stream view filters
- any other filter conditions.
When you select:
- one value from the list, the filter condition changes to:
- either
Equals
- or
, when the selected condition isnot Equals
not Equals
- either
- multiple values from the list, the value field is automatically changed to an expression, and the filter condition changes to:
- either
Is in
- or
when the selected condition iis set to IIs not in,
s not in.
- either
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 filter picker icon .
Description tab
Field | Description |
---|---|
Description | Description of the Filter. |