Add Filters to your Widget

Filters refine the report’s dataset according to specific criteria. 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.

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: Values included between two 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.

Using more than one filters

When there is more than one filter based on the same column, the result of the filters corresponds to records that match one of the filters selected. Filters are thus processed at ORs, not as ANDs.

For example:

  • Categorisation with «Landowner»;
  • Categorisation with “Youth”;
  • Location equals “Canada (Country)”;
  • Results: individuals with “Landowner” OR “Youth” in the Categorisation field AND located in Canada.

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