Filtering Data

The filtering system lets you isolate exactly the data you need. Whether you’re filtering a widget to show only open tickets, creating a modified dataset with specific criteria, or building interactive dashboards, the Filter Builder handles it.

Where filters are used

The Filter Builder shows up in several places:

Context	Purpose	Filter Variables available?
Widget Data Layers	Filter data for each calculation	Yes
Modified Datasets	Create filtered views of source data	No
Dashboard Filters	Apply global filters across all widgets	Yes
Percentage Calculations	Define the denominator for percentage metrics	Yes
Replace Operations	Conditionally replace values in modified datasets	No
Link/Join Operations	Filter data when linking datasets	No

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The Filter Builder interface

Anatomy of a filter condition

Each condition has three parts:

[Column]  [Operator]  [Value]

Example: Status Equals Open

Building your first filter

1. Click Add Condition
2. Select a Column from the dropdown (it’s searchable)
3. Choose an Operator (options depend on column data type)
4. Enter a Value (or select from available options)

The filter takes effect immediately in the preview.

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Combining conditions with AND/OR

When you have multiple conditions, you control how they combine.

AND logic

All conditions must be true for a record to match.

Example: Show tickets that are both high-priority AND unresolved

Priority = "High"
  AND
Status = "Open"

Result: Only tickets matching both conditions appear.

OR logic

At least one condition must be true.

Example: Show tickets that are either high-priority OR escalated

Priority = "High"
  OR
Escalated = true

Result: Tickets matching either condition appear.

Switching between AND/OR

Between each condition, there’s a toggle button. Click it to switch.

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Grouping conditions (parentheses)

For complex logic mixing AND and OR, use groups to control evaluation order.

Why grouping matters

Without grouping, this filter is ambiguous:

Status = "Open" OR Status = "Pending" AND Priority = "High"

Does this mean:

• (Open OR Pending) AND High Priority?
• Open OR (Pending AND High Priority)?

Creating groups

1. Click Group Condition next to any condition
2. The condition becomes nested (visually indented)
3. Add more conditions to the group
4. The group has its own AND/OR relationship to the parent

Example: Show high-priority tickets that are open OR pending

( Status = "Open"
    OR
  Status = "Pending" )
  AND
Priority = "High"

Nesting multiple levels

Groups can contain other groups:

( ( Status = "Open" OR Status = "Pending" )
    AND
  Priority = "High" )
  OR
Escalated = true

This shows: High-priority open/pending tickets, OR any escalated ticket.

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Reordering and managing conditions

Drag and drop

• Grab the drag handle (vertical dots) on any condition
• Drag to reorder within a group
• Drag between groups to move conditions

Adding conditions

• Add Condition: Adds at the end of the current level
• Add Condition Here: Appears between conditions for precise placement
• Add Condition to Group: Adds inside a nested group

Deleting conditions

Click the X on any condition. If you delete all conditions in a group, the group disappears automatically.

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Quick reference

Operators by data type

Data type	Common operators
Text	Equals, Not Equal, Contains, Starts With, Ends With, Is Blank
Number	Equals, Greater Than, Less Than, Is Blank
Date	On, Before, After, Between, Is Blank
Boolean	Equals (true/false), Is Blank

See Operators Reference for the complete list.

Value types

Type	Description
Static	A fixed value you type in
Column	Compare to another column’s value
Filter Variable	Connect to a dashboard filter

See Advanced Values for details.

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Frequently asked questions

How do I filter by date range?

Use date operators like “Between”, “After”, or relative options like “This Month” or “Last 7 Days”. See Date Filtering for details.

Can I save filter combinations?

Not currently. Saved Filter Views have been deprecated.

What’s the difference between AND and OR?

AND requires all conditions to be true. OR requires at least one condition to be true. Use the toggle between conditions to switch.

Can I filter by values in another column?

Yes. When setting a filter value, switch from Static to Column mode. This compares values between two columns in the same dataset.

Do filters work on shared dashboards?

Yes. Viewers can change filter variable values on shared dashboards. Their selections don’t affect other viewers or the saved defaults.

Can I filter on null/empty values?

Yes. Use the “Is Blank” or “Is Not Blank” operators to find records with missing values.

Next steps

• Operators Reference — Complete list of operators for each data type
• Date Filtering — Deep dive into date/time filtering
• Advanced Values — Column comparison and filter variables
• Examples & Use Cases — Real-world filtering scenarios