Filter
Filtering Data in the Grid
The Filter function helps you refine your data, similar to Excel-style filtering. Apply conditions to display only the records that meet specific criteria while temporarily hiding the rest. This makes it easier to focus on relevant data and streamline analysis.
The specified criteria are also called Conditions.
For example, suppose you have a list of 500 customer names and wish to identify the total number of female customers living in Ohio. In that case, you can use data filtering to extract only the female customers living in Ohio.
You can use filters to:
You can apply both Filters and Filter Groups in Valorx Wave.
Multiple Filters Vs Filter Groups
Scope Filters
Scope Filters enable you to narrow down the data based on your context. This lets you focus only on the records that matter to you.
For example, you get the option to filter the Account object records based on various scope filters, such as All accounts, My accounts, My team's accounts, etc., based on the particular object and grid selected. It is shown in the image below:
All the filter conditions that are specified further in the filter will be applied to the records that are obtained using the scope filter.
Filters
Please follow the process below to apply filters:
Click on Filters. The Filters pop-up screen will open.
Select the desired Scope Filter.
All the filter conditions that you specify further will be applied on the records obtained using this scope filter.
Click on + Add a filter to add a filter.
The filter’s condition setup section will pop up.
First, select the column name where you want to apply the filter from the Column drop-down.
Select the desired condition in the Condition drop-down.
Write down the desired value in the Value field.
Click OK.
Below are a few examples:
[1]
If you want to see the records of only GenePoint, apply the filter condition: Name, Contains, and GenePoint.
The Grid screen will only show the rows with GenePoint in the Name field.
[2]
You can use the In condition to see the records that match a group of specified values. For example, if you want to see the records having a Billing State equal to South Carolina, Oregon, Nevada, New Jersey, Ohio, and Texas, apply the filter condition: Billing State/Province, In, and (List of State names).
Click the value field and list the names of the required States in the Add Value(s) pop-up box.
Note: Please add only a single value per line.
The filter condition will look like as shown below:
Click Ok. The Grid screen will display the records with the specified Billing State names only, as shown in the image below.
[3]
Similarly, if you want to see the records apart from the group of desired values, you can use the Not In condition.
For example, if you want to see the records having Industry type apart from Utilities, Transportation, Technology, Retail, and Apparel, apply the filter condition: Industry, Not In, and (List of Industry names).
Click the value field and select the names of the required Industries from the pop-up box.
Note: Industry is a drop-down field, so we can select items from the available list instead of manually typing the names.
The filter condition will look like as shown below:
Click Ok. The Grid screen will display the records with the Industry names apart from the names specified in the filter condition, as shown in the image below.
Note: In and Not In conditions can be used with names, numbers, dates and time values.
[4]
If you want to see the records that include an amount greater than 90000, apply filter conditions: Amount, Greater Than, and 90000.
The Grid screen will only show the rows with Amount greater than 90000.
Click once again on + Add a filter to apply multiple conditions. You can use both And and Or to apply a condition. For example,
Below are a few examples:
[1]
If you want to see the list of opportunities owned by Jdoe or have an amount greater than 100000, you can apply the filter conditions as shown in the image below.
The Grid screen will show the list of opportunities owned by Jdoe Or amounts greater than 100,000.
[2]
If you want to see the list of opportunities whose Names start with edge and the Amount is between 50,000 and 250,000, you can apply the filter conditions as shown in the image below.
The Grid screen will show the rows with Names starting with edge and Amounts between 50,000 and 250,000.
Use the Copy icon to copy any filter condition.
Use the Delete icon to delete any filter condition.
Use Clear all and then OK to clear all filter conditions.
Note: When you apply any Filter condition for the first time on any Standard Grid, the Grids screen will automatically create a New Custom Grid. This allows you to work on it exclusively whenever required. A toast notification will be displayed to notify you that a Custom Grid has been created. It is shown in the below:
You can provide a suitable name and description to this new grid by clicking Edit in the toast notification.
All the further modifications that you perform using various Grids screen features will be saved in that grid only. You can also apply additional filters to the records in that grid.
Any filter conditions applied in the Spreadsheet Area will be denoted using the number of filters applied on the Filter button. Please remove the filters to see the original Grid or apply the other filters again.
Filter Groups
Use a Filter Group when applying multiple conditions comprising a combination of both And and Or conditions. It will allow you to be extremely specific about your conditions.
Click Add a filter group.
Now you have two options to click Add a filter group again and apply desired filter conditions.
Option 1:
You click Add a filter group shown in the Filters pop-up screen multiple times. The group options will open.
In this case, you can apply filter conditions based on either And or Or. You cannot mix match And and Or together.
This option will be the same as applying filters multiple times.
Option 2:
Click Add a filter group shown in the group option.
Choose And or Or parameters based on your requirements.
Click Add a filter.
Choose And or Or parameters based on your requirements.
Click OK.
For example:
If you want to see the list of opportunities with the Closed Date between Jan 1, 2021, and June 31, 2021, Or the Opportunity Owner as Jdoe And Amount greater than 500,000, you can use the Filter Group function as shown in the image below.
The Grid screen will show the required filtered records, as shown in the image below.
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