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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 without closing.

Save and close.

Filter tab

If you want to save this filter for future use, enter details and save.

FieldDescription
NameThe name of the Filter.
PrivateTick this field if this Filter should only be available to the user who created it.
Protect during importTick this field to prevent this Filter being updated or deleted during import.


Build a filter by adding conditions and clauses.

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

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.

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

Description tab

FieldDescription
DescriptionDescription of the Filter.

See Also


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