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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.
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 importTick 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 GroupsIf '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 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.

Display the Filter Picker. Click this icon to display a list of possible values to filter by. See Below for more information

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

Filter Picker

If the stream view that you are filtering on has the "allow filter picker" enabled, then you will see the  icon after the value field. Clicking on it will display a list of the possible values to filter on for that field. If you are constructing a quick filter then the values displayed will be filtered by any background filters, stream view filters, and other filter conditions for the stream view. If you select one value then the filter condition will be changed to "Equals" and if you select more than one it will be changed to "Is in" and the value field will be changed to an expression, however if the selected condition is either "not Equals" or "Is not in" then selecting one or multiple values will change the condition to "not equals" or "is not in" respectively.

Description tab

FieldDescription
DescriptionDescription of the Filter.

See Also


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