The filter system

How to combine filters to analyze and act on a dataset

Published on 04/12/2022Hind Andaloussi

Filtering a list allows you to analyze and carry out multiple actions on a predetermined set of data.

Types of filters

Predefined filters by selection (tabs)

Tabs filters are accessible by simple click above the lists, these are the most recurrent filters.

Types of products

To filter products according to whether they are food or miscellaneous

Event statuses

Are adapted according to the nature of the list:

Production: Planned, done

Orders: Preparation, sent, received

Sales: Created, Pending, Sold, Canceled

Supplier label: Used, not used

Periods

The filter by periods offers predefined options:

  • Today, tomorrow, this week, next week, this month, next month
  • Validate by clicking on Apply

As well as a customization option:

  • Click on the customize option
  • A calendar expands (we can select the current year and month)
  • Select a range date by clicking on a start date and an end date.
  • Validate by clicking on Apply

Custom filters by choice of rule and value

There are several types of custom filters, they are accessible by clicking on the filter icon to the left of the search field. Each will contain a number of rules:

  • The texts: is equal, is not equal, includes, does not include
    Here is expected the entry of a text or the selection among textual options
  • Numbers: is equal, is not equal, less than, greater than, less than or equal to, greater than or equal to
    You are expected here to enter an integer or decimal number
  • Booleans: exists, does not exist
    These are two states of a filter
  • Dates: is equal, is not equal, less than, greater than, less than or equal to, greater than or equal to
    undefined

The operators

The And operator

If two filters are applied and linked by the AND operator, this implies that the criteria of both filters must be satisfied.

We add a filter to the previous one, we therefore increase the requirement and the number of results may be reduced.

For example: If the list of articles is filtered by supplier 'Métro' AND 'Promocash', in the search results will appear articles which have references from both suppliers.

The Or operator

If two filters are applied and linked by the OR operator, this implies that the criterion of one only, of the other only, or of both filters at the same time, can be satisfied.

This is an alternative to the previous filter. The number of results will therefore be greater than with the AND operator.

For example: If we filter the list of articles by supplier 'Metro' OR 'Promocash', in the search results will appear the articles which have references at one, at the other, or at both suppliers .

Particular case

Be careful not to add linked filters with the AND operator if the expected rule or criterion value is unique.

For example: The owner of a data is unique. If the 'Owner' filter, followed by the rule 'is equal', has a value of 'X', it cannot be linked with the AND operator, to another 'owner' filter having the same rule. Since the value is unique, this combination would yield no results.