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Filter Tool

Use Filter to select data using a condition.

Rows of data that meet the condition are output to the T anchor. Rows of data that do not meet the condition are output to the False anchor.

The Filter tool can:

  • Select rows by comparing a column against a static value.

  • Select rows with or without missing data.

  • Select rows using date-time data.

  • Select rows using a multiple-column condition.

  • Select rows using a compound condition.

Examples of each of these scenarios can be found at the end of this page.

Tip

This tool has a One Tool Example. Visit Access Sample Workflows to learn how to access this and many other examples directly in Designer Cloud.

Tool Components

Filter_Tool_Anchors.png

Figure: Filter Tool with anchors.

The Filter tool has 3 anchors.

  • Input anchor: Use the input anchor to select the data you want to filter.

  • T (True) anchor: The True anchor outputs the rows of data that meet the filter condition.

  • F (False) anchor: The False anchor outputs the rows of data that do not meet the filter condition.

Configure the Tool

Select Basic Filter or Advanced Filter.

  • Use the Basic Filter to build a simple query on a single column of data.

  • Use the Advanced Filter to build complex conditions or conditions using more than 1 column.

basic-advanced-filter.png

Figure: Basic and Advanced Filters.

Build Basic Filter

  1. Select the column of data to filter by in Column Name.

  2. Select the Operator. Available operators depend on the data type of the column you selected to filter by. See Basic Filter Operators below.

  3. Enter a Value to complete the condition.

    basic-comparison.png

    Figure: Basic comparison.

Basic Filter Operators

Available operators depend on the data type of the column you select to filter by. Learn more about Supported Data Types.

Operator

Description

Available Data Types

=

Value matches input.

Numeric, DateTime

Equals

Value matches input.

String

!=

Value does not match input.

Numeric, DateTime

Does not equal

Value does not match input.

String

>

Value is greater than input.

Numeric, DateTime

>=

Value is greater than or equal to input.

Numeric, DateTime

<

Value is less than input.

Numeric, DateTime

<=

Value is less than or equal to input.

Numeric, DateTime

Is null

Value is a missing or unknown value.

Numeric, DateTime, String

Is not null

Value is not a missing or unknown value.

Numeric, DateTime, String

Comes before (<)

Value sorts to come before input.

String

Comes after (>)

Value sorts to come after input.

String

Contains

Value is found in any part of the string.

String

Does not contain

Value is not found in any part of the string (case sensitive).

String

Is empty

Value is Null or "".

String

Is not empty

Value is not Null or "".

String

Range

Value is a selected start and end date.

DateTime

Start date and periods after

Value is the selected first date and a set number of periods that follow.

DateTime

End date and periods before

Value is the select last date and a set number of periods that precede.

DateTime

Build Custom Filter Using Expressions

To build a custom filter condition, enter your expression syntax into the expression editor. There are also many tools to assist with building Custom filter conditions. See Expression Editor Tips.

advanced-custom-filter.png

Figure: Advanced custom filter.

Expression Editor Tips

These tools are available within the expression editor to assist with building Custom filter conditions:

  1. Press Ctrl+Space to view a list of all functions.

  2. Type a word or phrase to view a matching list of functions.

  3. Type a [ (left bracket) to view a list of variables to use in the expressions. Variables can be...

    • Data from an incoming connection or a column created in a previous expression.

  4. Select the fx icon to search and browse functions.

  5. Select the x icon to browse or search columns.

Note that the View Recentand Saved Expressions and Save expression options will be available at a later time.

Available Functions

These functions are available for use in the expression editor. For more information on these functions, go to Workflow Functions.

Function

Function Type

IIF

Conditional

SWITCH

Conditional

IF condition THEN t ELSE f ENDIF

Conditional

IF c THEN t1 ELSEIF c2 THEN t2 ELSE f ENDIF

Conditional

/* block comment */

Conditional

// single-line comment

Conditional

BinToInt

Conversion

CharFromInt

Conversion

CharToInt

Conversion

ConvertFromCodePage

Conversion

ConvertToCodePage

Conversion

HexToNumber

Conversion

IntToBin

Conversion

IntToHex

Conversion

ToDegrees

Conversion

ToNumber

Conversion

ToRadians

Conversion

ToString

Conversion

UnicodeNormalize

Conversion

DateTimeAdd

DateTime

DateTimeYear

DateTime

DateTimeMonth

DateTime

DateTimeDay

DateTime

DateTimeHour

DateTime

DateTimeMinutes

DateTime

DateTimeSeconds

DateTime

DateTimeDiff

DateTime

DateTimeFirstOfMonth

DateTime

DateTimeLastOfMonth

DateTime

ToDate

DateTime

ToDateTime

DateTime

DateTImeParse

DateTime

DateTimeQuarter

DateTime

DateTimeFormat

DateTime

DateTimeTrim

DateTime

=

Filter Operators

IsNotNull

Filter Operators

!=

Filter Operators

Contains

Filter Operators

>

Filter Operators

IsNotEmpty

Filter Operators

IsNull

Filter Operators

NotContains

Filter Operators

>=

Filter Operators

<

Filter Operators

<=

Filter Operators

IsEmpty

Filter Operators

IsTrue

Filter Operators

DateRange

Filter Operators

IsFalse

Filter Operators

PeriodBefore

Filter Operators

PeriodAfter

Filter Operators

FinanceCAGR

Finance

FinanceEffectiveRAte

Finance

FinanceFV

Finance

FinanceFVSchedule

Finance

FinanceIRR

Finance

FinanceMIRR

Finance

FinanceMXIRR

Finance

FinanceNominalRate

Finance

FinanceNPER

Finance

FinanceNPV

Finance

FinancePMT

Finance

FInancePV

Finance

FinanceRate

Finance

FinanceXIRR

Finance

FinanceXNPV

Finance

ABS

Math

ACOS

Math

ASIN

Math

ATAN

Math

ATAN2

Math

Average

Math

AverageNonNull

Math

CEIL

Math

COS

Math

COSH

Math

EXP

Math

Factorial

Math

FLOOR

Math

LOG

Math

LOG10

Math

Median

Math

Mod

Math

PI

Math

POW

Math

RAND

Math

RandInt

Math

Round

Math

SIN

Math

SINH

Math

SmartRound

Math

SQRT

Math

TAN

Math

TANH

Math

BinaryAnd

Math: Integer

BinaryNot

Math: Integer

BinaryOr

Math: Integer

BinaryXOr

Math: Integer

ShiftLeft

Math: Integer

ShiftRight

Math: Integer

Between

Min/Max

Bound

Min/Max

Max

Min/Max

MaxIDX

Min/Max

Min

Min/Max

MinIDX

Min/Max

Addition +

Operators

Subtraction -

Operators

Division /

Operators

Multiplication *

Operators

Boolean AND &&

Operators

Boolean AND - Keyword

Operators

Boolean NOT !

Operators

Boolean NOT - Keyword

Operators

Boolean OR ||

Operators

Boolean OR - Keyword

Operators

Equal To =

Operators

Not Equal To !=

Operators

Greater Than >

Operators

Greater Than or Equal >=

Operators

Less Than <

Operators

Less Than or Equal <=

Operators

value IN (...)

Operators

value NOT IN (...)

Operators

Coalesce

Specialized

EscapeXMLMetacharacters

Specialized

GetVal

Specialized

Message

Specialized

Null

Specialized

RangeMedian

Specialized

Soundex

Specialized

Soundex_Digits

Specialized

TOPNIDX

Specialized

UrlEncode

Specialized

Contains

String

CountWords

String

DecomposeUnicodeForMatch

String

EndsWith

String

FindNth

String

FindString

String

GetLeft

String

GetPart

String

GetRight

String

GetWord

String

Left

String

Length

String

LowerCase

String

MD5_ASCII

String

MD5_UNICODE

String

MD5_UTF8

String

PadLeft

String

PadRight

String

REGEX_CountMatches

String

REGEX_Match

String

REGEX_Replace

String

Replace

String

ReplaceChar

String

ReplaceFirst

String

ReplaceString

String

Right

String

StartsWith

String

STRCSPN

String

StripQuotes

String

STRSPN

String

Substring

String

TitleCase

String

Trim

String

TrimLeft

String

TrimRight

String

Uppercase

String

UuidCreate

String

CompareDictionary

Test

CompareDigits

Test

CompareEpsilon

Test

EqualStrings

Test

IsEmpty

Test

IsInteger

Test

IsLowerCase

Test

IsNull

Test

IsNumber

Test

IsString

Test

IsUpperCase

Test

Tool Examples

Example 1. Select Rows Using Basic Comparison

Use the Basic Filter to select rows by comparing a column against a static value.

basic-comparison_(1).png

Figure: Basic Filter comparison.

According to the condition of the above Basic Filter, rows with a UserID value greater than 30 are output to the T anchor. Rows with a CustomerID value that is not greater than 30 are output to the F anchor.

Example 2. Select Rows With or Without Missing Data

Use the Basic Filter to select rows without missing data.

filter-missing-data.png

Figure: Filter missing data.

According to the condition of that Basic Filter, rows with a Last value that is not null (missing) are output to the T anchor. Rows with a null value in Last are output to the F anchor.

Example 3. Select Rows Using Date-Time Data

Use the Basic Filter to select rows with a relative date.

filter-date-example-configuration_0.png

Figure: Example - filter data.

According to the condition of the above Basic filter, rows with a Registration Date/Time that is less than or equal to today's date are output to the T anchor. Rows with a date after today's date are output to the F anchor.

Date-Time Filter Tips:

  • The dynamic options, today, tomorrow, and yesterday, update the workflow to that relative date when the workflow is run.

  • The Start date and periods after or End date and periods before operators allow you to specify a date range by selecting a specific date, a Period type (Days, Months, Weeks, Quarters, or Years), and the Number of periods.

  • Select Filter only Date data to truncate date-time data to use only the date data.

Example 4. Select Rows Using a Multiple-Column Condition

Use the Advanced Filter to create a condition that references more than 1 column to select rows.

advanced-custom-multi-column-example.png

Figure: Example - advanced multi-column filter.

According to the condition of the above Advanced Filter, rows with a POP2005 value that is greater than or equal to the POP2010 value are output to the T anchor. Rows with a POP2005 value that is less than the POP2010 value are output to the F anchor.

Example 5. Select Rows Using a Compound Condition

Use the Advanced Filter to create compound conditions, in other words, more than 1 condition joined by AND or OR operators.

filter-example-compound-condition.png

Figure: Example - filter compound condition.

According to the condition of the above Advanced Filter, rows where the state is Alabama and the population is greater than or equal to 1500 are output to the T anchor. All other rows are output to the F anchor.

Troubleshooting

Treat numbers with more than 15 digits as strings to prevent a loss of precision. You can set the field type to a string using the Select tool.