Configuration
The Filter tool is comprised of three required and one optional input.1
Select Column
Select the column you want to filter on. This the column that you
will use as the foundation for your condition.
2
Set Condition
Select the condition that you want to filter your column by. Contains, Starts With and Ends With are reserved for text/string columns while Larger Than (Or Equal) and Less Than (or Equal) is best suited for dates and numbers.
3
Input Value
Input the value that you want to filter with. Use double-quotes ("") around text/string columns and dates. When working with integers and decimals, you don’t need double-quotes. You can also reference existing columns in your dataset for dynamic filtering (see “Filtering a Date column” example). For instance, if you want to all pass through all the data where a transaction_year column is equal to the current year. Just start typing the name of the column and you will see the columns in your dataset.
You can input Null to catch the rows with a null value
Booleans: Input 0 for FALSE and 1 for TRUE.
4
Optional: AND/OR
You can choose to add AND or OR clauses to your filter which is a mechanism to chain conditions together. You can use AND clauses if you want two conditions to be TRUE at the same time or OR clauses to have two conditions valid at the same time. See more in the examples below.
When To Use
You can use the Filter tool for a wide number of use cases. In general, when you need to control which data points are passed through for the analysis, the Filter tool is a good choice, such as:- Removing rows that do not meet a number-based condition, like age or cost limits
- Selecting rows from a dataset where a given column is not empty (null)
- Keeping only true values from a boolean (true/false) column
- Limiting the dataset to a certain time period using date or datetime columns
- Removing rows where text columns contain with specific keywords, prefixes, or suffixes
Examples
Filtering a Text column
Filtering a Text column
I want to only have the rows where my expense_type column is equal to salary_cost

Filtering a Null column
Filtering a Null column
I want to keep the rows where my amount column is null

Filtering a Date column
Filtering a Date column
I only want to keep transactions that are due (my dueDate column) in the future using my dynamic .

AND clauses
AND clauses
I want to keep the rows where my amount column is larger than or equal to 500 and my type is equal to overhead_cost

OR clauses
OR clauses
I want to keep the rows where my date_year column is equal to 2022 or 2023

AND and OR clauses
AND and OR clauses
I want to be left with the rows where my expense_type column is equal to salary_cost and amount is larger than 990 or my expense_type column is equal to professional_services_cost and amount is less than or equal to 14.
