About: This article walks through how to set a filter for specific records on the dataset within Predict.
Table of Contents
Introduction
The Filter tool can be used to filter records based on one or more user-defined tests. It can be used to create specific record cohorts from the original dataset without having to leave Predict.
Define Filter Criterion
To set a filter condition, double-click on a column name from the list on the left to select it as the source of the data to test. In the example above, “State” has been selected. Then the type of test is chosen from the following options:
- In (specified list)
- Not In (specified list)
- Contains (found within column value)
- Does Not Contain (not found within column value)
- Starts With (the specified value)
- Ends With (the specified value)
- Like (matches a pattern)
- Equals (=)
- Not Equals (<>)
- Greater Than (>)
- Greater Than or Equal To (>=)
- Less Than (<)
- Less Than or Equal To (<=)
- Between (two specified values)
- Is Missing (no value exists)
- Is Not Missing (a value exists)
- EXPRESSION (offers range of DATE-specific operators that rely upon the computer system clock for reference, such as TODAY)
Next, the user must enter the data value(s) to test for. As an aid, the Get Values button is provided permitting the user to view unique values found in the column being tested. Values may be selected directly from this list (holding the Ctrl key allows for multi-select) or typed directly into the input.
Set Multiple Criteria
Once a test is defined, it is added to the filter by clicking the Add Filter button (green square with funnel icon). It will then appear in the area just below the control. A corresponding SQL statement describing the test will also appear in the bottom-most box. An existing test may be removed from this area by highlighting it, then clicking the Delete Filter button (gray square with funnel icon). Multiple tests may be combined to construct sophisticated filtering criteria. The following tools are provided to facilitate this.
| Tool | Description |
| Insert/Remove Parenthesis | Parentheses may be useful when combining several tests. The parentheses are used to group test criteria together so they can run together instead of separately. The parentheses can also be removed. Select each one, then use the arrow next to each parenthesis and choose the remove option. |
And/Or Statements |
Multiple tests may be joined together by adding AND or OR between them. To change one to the other, select the value then click the desired button to change it. Selecting the OR Otherwise, by default, tests are initially joined by AND |
Move Up/Down |
If there is more than one test, their order can be changed using this tool. Select the test and click the move up or move down arrow. |
Delete All Filters |
This deletes all of the test criteria from the filter. |
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