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Filter Agent

Use the Filter agent to isolate records based on conditions in your dataset, utilizing either the Builder or Expression options.

About the Filter Agent

The Filter agent allows you to refine and isolate records from your dataset that meet specific conditions. Whether working with text, numeric, or date fields, this agent provides flexible options to focus your analysis on the most relevant data.

Configuration Options

1. Filter Type (Builder vs Expression):

  • Builder: The Builder option offers a user-friendly interface for creating filter conditions without needing to write code. Choose fields and select operators (such as Equals, Greater Than, or Is Empty) to define your conditions.

  • Expression: Choose this option to write complex filter conditions manually, giving more control for advanced use cases. You can utilize various functions and formulas in the Expression editor. For a full list of available functions and formulas, refer to the Help Documentation on Functions and Formulas.

2. Add Filter:

  • For each condition, click Add Filter to create new filter rules. Depending on the field type, the available operators may vary.

3. Include False Path:

  • Enable this option to create two output paths: one for records that meet the filter condition (True) and another for records that do not (False).

Additional Notes

  • Multiple Filter Conditions: You can add multiple filter rules and combine them using logical operators (AND/OR) to handle more complex filtering scenarios.

  • Field Type-Specific Operators: Depending on the data type (text, number, date), the Filter agent offers different operators to help you create precise filter conditions.

  • Expression Mode: The Expression mode allows for advanced configurations by letting you manually write the filter logic, ideal for complex scenarios that cannot be easily handled by the Builder.

  • Troubleshooting Non-Editable Filters: If date filters are not editable, ensure the node has data by running the Analyze function to load sample data. Once data is available, reopen the Filter agent in Builder to edit the date value.

Text Operators

Operator

Description

Does Not Equal

Select records where the value is not equal to the specified value.

Equals

Select records where the value matches the specified value.

Is Empty

Select records where the field is empty.

Is Not Empty

Select records where the field is not empty.

Contains

Select records where the value contains the specified substring.

Does Not Contain

Select records where the value does not contain the specified substring.

Starts With

Select records where the value starts with the specified substring.

Does Not Start With

Select records where the value does not start with the specified substring.

Ends With

Select records where the value ends with the specified substring.

Does Not End With

Select records where the value does not end with the specified substring.

Number and Integer Operators

Operator

Description

Does Not Equal

Select records where the value is not equal to the specified value.

Equals

Select records where the value matches the specified value.

Is Empty

Select records where the field is empty.

Is Not Empty

Select records where the field is not empty.

Greater Than

Select records where the value is greater than the specified value.

Greater Than or Equal To

Select records where the value is greater than or equal to the specified value.

Less Than

Select records where the value is less than the specified value.

Less Than or Equal To

Select records where the value is less than or equal to the specified value.

Boolean Operators

Operator

Description

Is Empty

Select records where the field is empty.

Is Not Empty

Select records where the field is not empty.

Is True

Select records where the value is true.

Is Not True

Select records where the value is not true.

Is False

Select records where the value is false.

Is Not False

Select records where the value is not false.

Date and DateTime Operators

Operator

Description

Is Empty

Select records where the field is empty.

Is Not Empty

Select records where the field is not empty.

Is

Select records where the value matches the specified date.

Is Not

Select records where the value does not match the specified date.

Is In

Select records where the value is within the specified range.

Is Not In

Select records where the value is not within the specified range.

Is Before

Select records where the value is before the specified date.

Is After

Select records where the value is after the specified date.

Is On Or Before

Select records where the value is on or before the specified date.

Is On Or After

Select records where the value is on or after the specified date.

Dynamic Date and DateTime Variables

Variable

Description

Exact Date

Select records where the value matches an exact date.

Today

Select records where the value matches today’s date.

Yesterday

Select records where the value matches yesterday’s date.

Tomorrow

Select records where the value matches tomorrow’s date.

_Days From Now

Select records where the value is a specific number of days from the current date.

_Days Ago

Select records where the value is a specific number of days before the current date.

_Months From Now

Select records where the value is a specific number of months from the current date.

_Months Ago

Select records where the value is a specific number of months before the current date.

_Years From Now

Select records where the value is a specific number of years from the current date.

_Years Ago

Select records where the value is a specific number of years before the current date.

Tips for Using Dynamic Date Options

Dynamic date options are particularly useful for analyses that need to stay current without manual updates.

Practical examples and tips:

  • Months Ago: Use this for rolling historical windows, such as “show customers created in the last 6 months” or “analyze transactions from 3 months ago.”

  • Months From Now: Use this for forward-looking filters, such as “forecast renewals due in the next 2 months” or “identify projects ending 6 months from today.”

  • Keep filters current: Dynamic dates update automatically, so reports and dashboards stay accurate without manually changing date values.

  • Use clear ranges: Pair dynamic dates with operators like “between,” “before,” or “after” to create precise rolling periods.

  • Test before saving: Preview results to make sure the dynamic date logic matches the intended reporting window.


    These options ensure your filters remain relevant and adaptable to changing data contexts.

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