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Understanding the Filter Builder

The Filter Builder is a tool for creating and editing the advanced filters. It provides easy access to the field names and operators helping you to build expressions for the filter criteria. The Filter Builder is available when you are customizing your grid and configuring the Advanced Filter or a conditional formatting rule in the Design mode - on the Advanced Filter tab of the Customize View window and in the Conditional Formatting Rule window.

NOTE: You can configure the advanced filters for your local views. For shared views, only your Alloy Discovery administrator can create and modify the advanced criteria for filtering data. For details, see Working with views.

The basic elements forming a filter criteria are as follows:

  • Condition

    A condition establishes the rules to test the value of a single record field. Each condition consists of the field name to be compared, a comparison operator and, if the operator requires, field value(s) to compare with. The Filter Builder shows conditions in separate rows. If the comparison operator is either "like" or "not like", in the value you can use the wildcards: "_" representing any single character or "%" representing any sequence of characters.

  • Condition group

    If you want to use more than one condition, you can combine several conditions into a condition group. For each condition group, a conjunctive logical operator (all matched, any matched, one failed, or all failed) is set. Any group can include both conditions and subgroups. Conditions in a subgroup are processed the same way as math expressions with parentheses. The number of group nesting levels is unlimited. Each group is shown in a separate row, which displays the logical operator of the group.

    Each criteria has the root group that is shown in the upper row. By default, the root group has the all matched logical operator, you can change it if you want.

ClosedClick here to show an explanation for the advanced filter example.

The filter criteria shown in the picture above consists of three conditions marked as "Condition A", "Condition B", and "Condition C".

Condition A tests the likeness of the OS field and the value %Windows 10%, according to the rules established by the like operator.

Condition B filters the list to computers with the RAM field value less than 10000 MB by using the is less than operator.

Condition C is designed to check if the SSD field is blank; the is blank operator requires no arguments, therefore there is no value to compare with.

There are two groups: the root group and the group marked as "Group 1". The root group includes Condition A and Group 1, its logical operator is all matched. The Group 1 consists of Condition B and Condition C, which are combined under any matched. The whole expression can be written as follows:

(OS like (%Windows 10%) all matched ((RAM, MB = '10000') any matched ((SSD IS BLANK))

For details about handling advanced filters in the Filter Builder, see Designing an Advanced Filter with the Filter Builder. For details on using the Filter Builder for highlighting, see Highlighting records. Besides, you can use the Filter Builder to modify a quick filter. For more information about using the logical and comparison operators, see Using operators in the Filter Builder.

TIP: If the Filter Builder functionality is not enough for your advanced filter, you can switch to the SQL mode and directly specify the SQL WHERE clause. However, the SQL mode is recommended for advanced SQL users only. For details, see Designing an Advanced Filter by specifying an SQL WHERE clause.

Related Information for Administrators:

Modifying shared views