Add filter conditions (group filters) with AND and OR operators

In analyses, when you add multiple filters to a visual, Insights uses the AND operator to combine them. You can also add filter conditions to a single filter with the OR operator. This is called a compound filter, or filter group.

To add multiple filters using the OR operator, create a filter group. Filter grouping is available for all types of filters in analyses.

When you filter on multiple measures (green fields marked with #), you can apply the filter conditions to an aggregate of that field. Filters in a group can contain either aggregated or nonaggregated fields, but not both.

Prerequisites

  • Your organization has a subscription to Calabrio Insights.
  • You have the Reader permission.

  • You have the Author permission.

Page location

Insights > Analyses > Click an analysis

Procedure

Create a filter group

  1. Create a new filter in the analysis. For more information about creating filters, see Add filters to an analysis.
  2. In the Filters pane, click the new filter. The Edit filter pane opens.
  3. Click Add filter condition at bottom, and then select a field to filter on.
  4. Select the conditions to filter on. The data type of the field that you selected determines the options available here.

    EXAMPLE   If you chose a numeric field, you can specify the aggregation, filter condition, and values. If you chose a text field, you can chose the filter type, filter condition, and values. And if you chose a date field, you can specify the filter type, condition, and time granularity. For more information about these options, see Filter types in Insights.

  5. (Optional) To add additional filter conditions to the filter group, click Add filter condition again.
  6. (Optional) To remove a filter from the filter group, click Remove this filter (the trash can icon) near the field name.
  7. Click Apply. The filters appear as a Group in the Filters pane.

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