Applying Filters to your Query
Adding filters in Queries works in exactly the same way as anywhere else on the Configur platform. Quite simply, you can use them to show or remove certain parts of your data.
When you add a filter to your query you'll first select the column you want the filter to apply to, the type of filter you want to apply (greater than, less than, equals, doesn't equal etc.) and then choose a value.
Add filters by clicking the large blue + button and selecting 'Only where'.
Adding multiple filters
You can add as many filters as you need. To add additional filters, simply click the small + button next to your filter.
When you add your second filter, you will need choose whether it should be an 'AND' or an 'OR' filter.
- AND means data would have to meet both filter requirements to be displayed.
- OR means data could match either filter and still be displayed.
You can't mix and match AND or OR. Once you've made your choice, every filter that follows will be the same.
Editing filters
You can edit your filters by clicking on any of the 3 inputs that make up your filter - The column, the filter type and the value
If you change any of these, the inputs following will be cleared and you'll need to make your selections again.
Removing filters
Filters can be removed by hovering your cursor over the 'Only where' section heading, or if you've added more than one filter - over the 'And' or 'Or' text. The, just click the X and the filter will be removed.
Combining filters with other Query components
The real power of Queries comes when you combine filters with other Query components.
By using filters along with additional calculations and groups, you are able to display the specific data you need to make better decisions.
Let's look at an example
We have a dataset that tracks our sales pipeline. The dataset includes information such as the sale Owner (account manager), the Status of the sale and a number of Revenue figures for each sale.
Let's say that we want to know what the total value of the highest potential sales each Owner has in their client base, and what the status of those potential sales are.
To create a query to show this data, we'll need:
- A calculation to show the total value of the Potential Sales Revenue
- To Group our data by Owner and Status so we can see the total Potential Sales Revenue for each owner and status separately
- A Filter to remove the low value potential sales, let's say Potential Sales Revenue is less than £600,000
- To Sort our data so the highest Potential Sales Revenue is displayed first
This translates to a Query sentence:
Show me The total Potential sales revenue Grouped by Owner, Status Only where Potential sales revenue_sum is Greater Than 600,000 Sorted by Potential sales revenue_sum (descending).
If you need further guidance on how to use filters, contact your account manager.