Advanced Filter

The Advanced Filter provides a filter builder that lets you define complex filtering conditions for your dashboard. By combining multiple fields, operators, and logical expressions, you can control exactly which data is displayed. Use advanced filters when you need more flexibility than simple filters can offer.

You can access advanced filters from the Filtering Panel, the Dockable Filtering Panel, or directly through view settings.

When to use advanced filters

• Combining multiple conditions: Apply several criteria to refine your data and focus your analysis.
• Using custom expressions: Build advanced logic with comparison and logical operators to match specific scenarios.
• Filtering across data relationships: Set up complex filters that span different fields in your data model.

Create an advanced filter

1. In the Data tab, expand the Data Configuration section.
2. Click the advanced filter icon to open the Advanced Filter dialog.
3. Create the desired condition using the available dropdown menus.
4. Click the arrow icon to add your condition to the filter area. Add additional conditions as needed to build a more precise filter.
5. To build or edit a custom expression, select the Edit Filter icon.
6. (Optional) Select the Lock Filter icon to prevent further edits.
7. Select Confirm to save your advanced filter.

For a detailed example, see Advanced Filter Example.

Edit an advanced filter

1. In the Data tab, develop the Data Configuration section.
2. Click the advanced filter icon to open the Advanced Filter dialog.
3. Make your changes, then click Confirm. The changes are applied automatically.

Delete an advanced filter

1. In the Data tab, develop the Data Configuration section.
2. Click the eraser icon to remove the advanced filter. The data refreshes automatically.

Advanced filter properties

Property	Description
Filter Area	Displays the filter expression being built, shown at the top of the dialog.
AND, OR	Combines multiple filter conditions. Use AND to require all conditions in a group; use OR to connect separate groups. For example, (condition1 AND condition2) OR (condition3 AND condition4).
Field	Specifies the field you want to filter by in the first dropdown menu.
Operator	Determines how the field and the global parameter are compared using the comparison operator in the second dropdown menu.
Global Parameters	Specifies a global parameter or value to compare with in the third dropdown menu.

Comparison operators

Operator	Description	Syntax Example
=	Checks if two values are equal.	Currency = 'Canada'
<>	Determines if two values are different.	Order Status <> 'Completed'
>	Evaluates if the left value is greater than the right.	Amount > 5000
>=	Evaluates if the left value is greater than or equal to the right.	Onboarding Year >= 2021
<	Evaluates if the left value is less than the right.	Quantity < 50
<=	Evaluates if the left value is less than or equal to the right.	Days Until Delivery <= 7
Between	Filters values that fall within a specific inclusive range.	Unit Sold Between '100' and '500'
Not Between	Filters out values that fall within a specific range.	End Year Not Between '2021' and '2023'
Contains	Finds values that include a given substring.	Customer Name Contains 'Smith'
Not Contains	Excludes values that include a given substring.	Email Not Contains 'gmail.com'
End With	Matches values that end with the specified text.	File Name End With '.xlsx'
Start With	Matches values that begin with the specified text.	Product Code Start With 'A100'
In	Matches values that appear in a specified list.	Warehouse In ('East', 'West')
Not In	Filters out values that appear in a specified list.	Account Type Not In ('Partner')
Is Null	Finds blank or undefined values.	Sales Rep Is Null
Is Not Null	Finds present or defined values.	Tracking Number Is Not Null

Expression Builder properties

When you select the Edit Filter icon, the Expression Builder (Filter Builder) dialog opens. This interface allows you to create or edit advanced filtering expressions using SQL-like syntax. It includes dedicated areas for locked and custom filters, operator buttons, a searchable list of fields and functions, and tools to validate your expression. No SQL expertise is required.

You can use the search bar to quickly find functions, fields, or variables.

Property	Description
Locked Filter	Shows filters that are always applied and cannot be modified.
Filter	Displays where the filter expression is built using SQL-like syntax.
Scripts Keywords	Tabs that group building blocks for your expression: Functions – Perform standard calculations or data transformations using math or text functions. BI Functions – Apply business intelligence logic, such as period-over-period comparisons or trend analysis. Statements – Control the logic and structure of your expression such as CASE for conditional rules. Operators – Add, compare, assign, or combine values using logical or arithmetic symbols. Constants – Insert fixed values that do not change, such as numerical thresholds or static text. Objects – Use advanced elements such as Hyperlink or special script functions to enhance interactivity or dynamic output.
Fields	Lists available data fields to reference in your expression.
Others	Includes additional items such as: Global Variables – Predefined global values. Special Variables – Context-sensitive or system-generated values.
Validate	Verifies that your expression is correct.
Save	Saves and applies your custom filter expression.