Filter Examples

Practical examples for common filtering scenarios. Each example includes exact configuration steps.

Basic filtering examples

Show only active records

Filter to display only records where status indicates active items.

Configuration:

1. Click Add filter
2. Select column: status
3. Select operator: Equals
4. Select value: Active

Exclude specific values

Hide records matching certain criteria.

Configuration:

1. Click Add filter
2. Select column: category
3. Select operator: Not Equal
4. Select values: Test, Demo, Internal

Find records containing text

Search for partial matches within text fields.

Configuration:

1. Click Add filter
2. Select column: description
3. Select operator: Contains
4. Enter value: urgent

This matches “urgent”, “Urgent request”, “non-urgent”, etc.

Find records starting with a prefix

Filter for records where a field begins with specific text.

Configuration:

1. Click Add filter
2. Select column: ticket_number
3. Select operator: Starts With
4. Enter value: INC-

Numeric filtering examples

Filter by threshold

Show records above or below a numeric threshold.

Configuration:

1. Click Add filter
2. Select column: amount
3. Select operator: Greater Than (or Less Than)
4. Enter value: 1000

Filter by range

Show records within a numeric range (needs two filters).

Configuration:

1. Click Add filter
2. Select column: score
3. Select operator: Greater Than or Equal
4. Enter value: 70
5. Click Add filter (second filter)
6. Select column: score
7. Select operator: Less Than or Equal
8. Enter value: 100
9. Make sure both are combined with AND

Find zero or null values

Identify records with missing or zero values.

For zero values:

1. Click Add filter
2. Select column: quantity
3. Select operator: Equals
4. Enter value: 0

For null/blank values:

1. Click Add filter
2. Select column: quantity
3. Select operator: Is Blank

Date filtering examples

Today’s records

Filter for records created or modified today.

Configuration:

1. Click Add filter
2. Select column: created_date
3. Select operator: Between
4. In start field, type today and select “Start of this day”
5. In end field, type today and select “End of this day”

Last 7 days

Show records from the past week.

Configuration:

1. Click Add filter
2. Select column: created_date
3. Select operator: Between
4. In start field, type 7 and select “Start of day 7 days ago”
5. In end field, type today and select “End of this day”

This month

Filter for the current calendar month.

Configuration:

1. Click Add filter
2. Select column: transaction_date
3. Select operator: Between
4. In start field, type this month and select “Start of this month”
5. In end field, type this month and select “End of this month”

Last month

Filter for the previous calendar month.

Configuration:

1. Click Add filter
2. Select column: transaction_date
3. Select operator: Between
4. In start field, type last month and select “Start of last month”
5. In end field, type last month and select “End of last month”

Year to date

Show all records from the start of the year until now.

Configuration:

1. Click Add filter
2. Select column: order_date
3. Select operator: Between
4. In start field, type this year and select “Start of this year”
5. In end field, type today and select “End of this day”

Specific date range (static)

Filter for a fixed date range that won’t change over time.

Configuration:

1. Click Add filter
2. Select column: event_date
3. Select operator: After
4. Click the gear icon and select Static time
5. Use the date picker to select the start date
6. Click Add filter (second filter)
7. Select column: event_date
8. Select operator: Before
9. Click the gear icon and select Static time
10. Use the date picker to select the end date
11. Combine both with AND

Future dates only

Show records with dates in the future.

Configuration:

1. Click Add filter
2. Select column: due_date
3. Select operator: After
4. Click the gear icon, ensure Current time is selected
5. Set offset to 0 days, 0 hours, 0 minutes (now)

Boolean filtering examples

Active/inactive toggle

Filter for true or false values.

Configuration:

1. Click Add filter
2. Select column: is_active
3. Select operator: Equals
4. Select value: true (or false)

Combined filter examples

High-priority open tickets

Find urgent tickets that haven’t been resolved.

Configuration:

1. Click Add filter
2. Select column: priority
3. Select operator: Equals
4. Select value: High
5. Click Add filter
6. Select column: status
7. Select operator: Not Equal
8. Select values: Closed, Resolved
9. Combine with AND

Sales in region for current quarter

Filter sales data by region and time period.

Configuration:

1. Click Add filter
2. Select column: region
3. Select operator: Equals
4. Select value: North America
5. Click Add filter
6. Select column: sale_date
7. Select operator: Between
8. In start field, select “Start of this quarter”
9. In end field, select “End of this quarter”
10. Combine with AND

Either condition (OR logic)

Find records matching any of several criteria.

Scenario: Show tickets that are either high-priority or overdue.

Configuration:

1. Click Add filter
2. Select column: priority
3. Select operator: Equals
4. Select value: High
5. Click Add filter
6. Select column: due_date
7. Select operator: Before
8. Set to current time with 0 offset (now)
9. Change the logic to OR by clicking the AND/OR toggle

Column comparison examples

Find profitable transactions

Show records where revenue exceeds cost.

Configuration:

1. Click Add filter
2. Select column: revenue
3. Select operator: Greater Than
4. Click the Column button (grid icon)
5. Select column: cost

Find mismatched addresses

Identify records where shipping and billing addresses differ.

Configuration:

1. Click Add filter
2. Select column: shipping_address
3. Select operator: Not Equal
4. Click the Column button (grid icon)
5. Select column: billing_address

Find records modified after creation

Show records that have been updated.

Configuration:

1. Click Add filter
2. Select column: modified_date
3. Select operator: After
4. Click the Column button (grid icon)
5. Select column: created_date

Filter Variable examples

Connect to dashboard date filter

Link a widget’s date filter to a dashboard-level date selector.

Prerequisites: A filter variable for dates must already exist.

Configuration:

1. Click Add filter
2. Select column: order_date
3. Select operator: Between
4. Click the Filter Variable button (funnel icon)
5. Select the date filter variable

Now when users change the dashboard date filter, this widget updates automatically.

Connect to category selector

Link a widget to a dashboard category dropdown.

Prerequisites: A string filter variable for category must already exist.

Configuration:

1. Click Add filter
2. Select column: product_category
3. Select operator: Equals
4. Click the Filter Variable button (funnel icon)
5. Select the category filter variable

Nested group examples

Complex business rule

Find high-value orders that are either new or have special status.

Logic: amount > 10000 AND (status = "New" OR status = "VIP")

Configuration:

1. Click Add filter
2. Select column: amount
3. Select operator: Greater Than
4. Enter value: 10000
5. Click Add group
6. Inside the new group, click Add filter
7. Select column: status
8. Select operator: Equals
9. Select value: New
10. Inside the same group, click Add filter
11. Select column: status
12. Select operator: Equals
13. Select value: VIP
14. Set the inner group to OR logic
15. Keep the outer group as AND logic

Troubleshooting

No results returned

If your filter returns no data:

1. Check operator direction: “Greater Than 100” excludes 100; use “Greater Than or Equal” to include it
2. Verify date ranges: Make sure start date is before end date
3. Check AND vs OR: Multiple AND conditions narrow results; OR broadens them
4. Check for nulls: Records with null values may be excluded unexpectedly

Unexpected results

If results don’t match expectations:

1. Review all conditions: Complex filters may have conflicting conditions
2. Check data types: Comparing text “100” to number 100 may behave unexpectedly
3. Verify time zones: Date filters use your configured timezone
4. Use the preview: For Between filters, click the info icon to see actual date ranges