About the Filter Tool
The Filter Tool allows you to refine and isolate records from your dataset that meet specific conditions. Whether working with text, numeric, or date fields, this tool 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 Tool 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.
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. |