Filters refine the report’s dataset according to specific criteria. They are the key to making sure that the widget present the right information.
To add a filter, first select whether the value you want to filter will be included or excluded. Then, select the value to include or exclude. The last drop-down menu contains several contextual operations based on the field type chosen. This article covers the following:
Inclusion type
- Include: Add only values that match the filter.
- Exclude: Remove values that match the filter.
Column
Select the column you want to apply the filter on. Always refer to the section of the field you
are looking for. Most of the time, your research will lead to multiple options.
Comparison type
The Comparison type will change depending on the column you select, like for instance whether the data is text, a date, or a number.
Text
| Contains | Including an item with a given series of characters |
| Ends with | Including an item that ends with a given series of characters |
| Equals | Value exactly equal to a series of characters |
| Is empty | This value is empty for this column |
| Starts with | Including an item that begins with a given series of characters |
| With | With is only for “Selection” lists where multiple values can be selected. The filter will match any record that has the selected value |
Numerical
| Between | Value included between two inputted numbers |
| Equals | Value exactly equal to a number |
| Greater than | Greater value than a number |
| Is empty | This value is empty for this column |
| Lower than | Lower value than a number |
Date
| After | After a specific date you select in the calendar, excluding the selected date |
| Before | Before a specific date you select in the calendar, excluding the selected date |
| Between | Values included between two dates you select in the calendar |
| Current period |
The current day/week/month/quarter/semester/year. In Borealis, the week begins on Sunday and ends on Saturday |
| Equals | Value equal to a specific date you select in the calendar |
| For the last | The last period ending today |
| For the next | The coming period starting today |
| Is empty | This value is empty for this column |
| Next period | The following day/week/month/quarter/semester/year, excluding the current one. In Borealis, the week begins on Sunday and ends on Saturday |
| Previous period | The previous day/week/month/quarter/semester/year, excluding the current one. In Borealis, the week begins on Sunday and ends on Saturday |
| Since | Since a specific moment you identify with suggested options |
| Until | Until a specific moment you identify with suggested options |
Value
The Value to enter will change depending on the column you select, like for instance whether the data is text, a date or a number:
- Free text
- Calendar, with or without a timestamp
- Dropdown list
- Location
Tip: location management includes a certain hierarchy. For example, if you select “Canada (Country)”, the results will include all locations in Canada (ex: all cities, all villages, all neighbourhood, etc.). Same if you select a city, like “Magog (City)”, the results will include what is currently identify as being in a Magog
neighbourhood.
Learn more on widget and results behaviour when using more than one filter.