Filter Queries for Reports and Dashboard

Goldfinch Analytics Visualization allows you to filter data across reports and dashboards effectively. This document outlines possible search filters available for different data types, enabling you to filter based on conditions like “is null,” “is not null,” “equals,” “not equals,” and ranges. These examples demonstrate query syntax for filtering string, date, number, and float fields.

Note: You can apply filters in the Global Search Engine, at the widget level, and within discovery reports.

Supported Filter Conditions and Syntax

Example Queries in Goldfinch Visualization

Here are sample queries that demonstrate the filter syntax in various scenarios. Note that if there is a space within a column name, add a backslash \ between the words. If there is no space, a backslash is unnecessary.

1. Customer Code Is Not Null
   (Customer\ Code:[* TO *])
2. Order Status Not Equal to “Order Complete”
   (NOT Order\ Status:”Order complete”)
3. Purchasing Amount Not Equal to 0
   (NOT Purchasing\ Amount:0)
4. Combining Conditions Using Brackets
   (Customer\ Code:[* TO *]) AND (NOT Order\ Status:”Order complete”) AND (NOT Purchasing\ Amount:0)
5. Example with Logical Operators
   (NOT Current\ Employee:[* TO *]) OR (NOT Employee\ Type:[* TO *]) OR (NOT Function:[* TO *]) OR (NOT Reporting\ Manager:[* TO *])
6. Multiple Filters on the Same Field
   (Project:”Guided Navigation”) AND (NOT percentComplete:”100″) AND (Priority:”P0″ OR Priority:”P1″)

Best Practices for Filtering

• Use Parentheses ( … ): Group different conditions to enhance readability and ensure the proper application of logical operators (AND, OR, NOT).
• Logical Operators: Apply these operators carefully to maintain the correctness of your queries.

This guide should serve as a reference for using filters across Goldfinch Visualization. Use these examples to build queries tailored to your specific reporting needs.