# Filter ## Filtering Data in the Grid Filters help you narrow down grid data so you can focus on the records that matter. Similar to Excel-style filtering, filters temporarily hide records that do not meet your criteria, making analysis faster and more effective. You can filter data using: * **Scope (Show) filters** *(Wave Extension Only)* * **Filters** * **Filter Groups** * **Cross Filters** * **Dynamic Filter** All filters work together and are applied in sequence to determine the final set of records shown in the grid.

### Filter Components Overview The Filters panel includes the following options: * **Show** – Limits records based on Salesforce-defined visibility scopes *(Wave Extension Only)* * **Filter Collection** – Save and reuse multiple filter configurations within a grid * **Add a Filter** – Adds a single filter condition * **Add a Filter Group** – Combines multiple filters using both AND and OR logic * **Add a Cross Filter** – Filters parent records based on related child records

### Show (Scope Filters) The **Show** dropdown displays Salesforce standard visibility scopes for the selected object. These scopes determine **which records are initially included** before any additional filter conditions are applied. **This is only applicable in Wave Extension**. The available options vary based on: * The selected object * Salesforce features enabled (such as Teams or Territories) * User role, permissions, and ownership #### Examples **Lead object** * All Leads * My Leads * Queue Owned Leads * My Team’s Leads * User Owned Leads * Filter by Scope (Salesforce-defined ownership or territory rules) **Account object** * All Accounts * My Accounts * My Team’s Accounts * Filter by Scope (Salesforce-defined ownership or territory rules) > All filter conditions added later apply **only to the records returned by the selected Show option**.

*** ## Filter Collection Filter Collections allow you to **save and reuse multiple filter configurations** within a grid. This helps you quickly switch between different filtered views without recreating filters each time. * A Filter Collection contains one or more filters * Multiple collections can be created per grid * Collections are saved automatically when changes are made * Changes apply after saving the grid

### Managing Filter Collections * **Save a Filter Collection**\ Save your current filter setup using the **Save** option in the filter panel.\ A default name is assigned (e.g., *Accounts Filter 1*), which can be updated inline. * **Rename a Filter Collection**\ Update the name directly in the Filter Collections section. Names must be unique and not empty. * **Duplicate a Filter Collection**\ Create a copy of an existing collection. The new collection will include *“Copy”* in its name. * **Delete a Filter Collection**\ Remove a collection and its filters. At least one collection must always remain. * **Switch Between Collections**\ Select a Filter Collection to instantly apply a saved filter configuration. #### Notes * Filter editing is controlled by [**Filters permission**](https://docs.valorx.com/valorx-wave/wave-experience/create-a-new-grid/grid-wizard-in-salesforce#filters)**.** * Existing filters are automatically saved as a **Default Filter Collection**

*** ## Adding a Filter Use **Add a Filter** to apply a single condition. ### Filter Structure Each filter row consists of three parts:

Component	Description
Field	Select the column you want to filter. You can search for fields or filter by data type for faster selection.
Condition	Choose how the field should be compared. Refer to the Condition Quick Guide below for details.
Value	Enter the value to filter by. This can be a static value (fixed text, number, or date) or a Dynamic Parameter (Wave Embedded Only).

#### Steps 1. Click **Filter** 2. Click **+ Add a Filter** 3. Choose a field, condition, and value 4. Click **Apply**

### **Condition Quick Guide**

Condition	What it Does	Example	When to Use
Contains	Field includes the specified value anywhere	Name Contains “John” → “John Smith”, “Alice Johnson”	When you want partial matches
Does Not Contain	Field does not include the specified value	Name Does Not Contain “John” → “Alice Smith”	To exclude records containing certain text
Starts With	Field begins with the specified value	Name Starts With “Jo” → “John Smith”, “Johnny Appleseed”	When matching the beginning of text
Ends With	Field ends with the specified value	Name Ends With “son” → “Alice Johnson”	When matching the end of text
Is	Field exactly matches the specified value	Stage Is “Closed Won” → Only “Closed Won”	When you need an exact match
Is Not	Field does not exactly match the specified value	Stage Is Not “Closed Won” → All others	To exclude exact values
Is Any Of	Field matches any value in a list	Billing State Is Any Of “Texas, Ohio” → Records in Texas or Ohio	When you want to match multiple specific values
Is None Of	Field does not match any value in a list	Industry Is None Of “Utilities, Retail” → All except Utilities or Retail	To exclude multiple specific values
Is Empty	Field has no value (blank)	Phone Is Empty → Records with no phone	To find missing information
Is Not Empty	Field has any value	Email Is Not Empty → Records with email	To find records with information

### Applying Multiple Filters You can add multiple filters using **+ Add a Filter**. When applying multiple filters: * All conditions must use **either AND or OR** * Mixing AND and OR is **not supported** without a Filter Group #### Example Find Account where: * Industry is Communications\ **AND** * Annual Revenue is greater than 300,000\ **AND** * Active is Yes

*** ## Filter Groups Use **Filter Groups** when you need to combine **AND and OR conditions** in the same filter logic. ### When to Use Filter Groups | Scenario | Use | | -------------------------------- | ---------------- | | Single logic (all AND or all OR) | Multiple Filters | | Mixed logic (AND + OR) | Filter Group | #### Example Find Account where: * Industry is Communications\ **AND** * Annual Revenue is greater than 300,000\ **OR** * Active is Yes ### Creating a Filter Group 1. Click **Add a Filter Group** 2. Choose **AND** or **OR** 3. Add filters or nested filter groups as needed 4. Click **OK** Filter Groups allow you to be very precise by nesting conditions and combining logic.

*** ## Multiple Filters vs Filter Groups When filtering data, you can apply **multiple filters** or use a **filter group**. The key difference is how conditions are combined. #### Multiple Filters Use multiple filters when **all conditions use the same logic**. * All conditions must use **AND** *or* **OR** * Simple and easy to configure * Ideal for straightforward filtering #### Filter Groups Use a filter group when you need to **combine AND and OR conditions**. * Allows mixing AND and OR * Supports nested conditions * Ideal for more complex filtering logic #### Quick Tip > **If your filter logic includes both “AND” and “OR”, use a Filter Group.** *** ## Cross Filters Cross Filters allow you to filter **parent records** based on related **child records**. They help answer questions such as: * Accounts with Cases * Accounts without Contacts * Opportunities with Products but without Schedules #### Supported Capabilities * With / Without related records * Multiple cross filters * Optional child-level conditions (With only) * Combination with standard filters and filter groups #### Example: Accounts with Opportunity **Configuration** * Grid Object: Account * Cross Filter: With → Opportunity **Result** * Displays only Accounts that have at least one related Opportunity

*** ## Dynamic Filter (Wave Embedded Only) Dynamic Filters allow filter values to be passed **at runtime** instead of using fixed values. They are commonly used in: * Embedded grids * Flows * Components (LWC / Aura) Dynamic Filters enable scenarios where filter values depend on: * User input * Context variables * Component parameters > Dynamic Filters are supported **only in Wave Embedded**. Find out more about Dynamic Filter [here](https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/dynamic-filter).

*** ## Additional Notes * Copy a filter using the **Copy** icon * Remove a filter using the **Delete** icon * Use **Clear All** to remove all filters at once * The filter count appears on the Filters button when filters are applied #### Standard Grid Behavior When filters are applied to a Standard Grid for the first time: * A **new Custom Grid** is automatically created * A toast notification confirms the creation * All future changes are saved to the Custom Grid ***