Add Filters to your Widget

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.

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