Dataset Criteria Filters
In the Dataset Builder above the Data Grid, you can use the Criteria Builder to filter your dataset results. Unlike filters you add inside workbook visualizations, criteria filters remove whole records and fields from your dataset. This affects all workbook visualizations based on that dataset. For example, if you create a criteria filter to remove invoice records from a dataset, workbook visualizations based on that dataset won't include invoice data anymore. Use caution when adding new criteria filters to a dataset used in multiple workbook visualizations.
Criteria filters use AND, OR logic in the Criteria Builder, and you can group filters so multiple conditions are treated as one. You can edit, delete, or move criteria filters to change the order they're evaluated in. Any fields used in a criteria filter are highlighted in the Fields list, but won't appear at the top of the list like fields added to the Data Grid. If you're not sure which record type a field in the Criteria Builder belongs to, click the Field menu icon next to the criteria filter and click Show Location in Field List.
When you make a new criteria filter, the Data Grid updates automatically. But to update results in a chart or pivot table based on the dataset, you'll need to refresh it manually.
If you create a criteria filter on a joined record type that has a one-to-many or many-to-many relationship with your dataset's root record type, you can get duplicate data. For more information, see Data Duplication Based on Record Joins.
If you're trying to filter results from a pivot table or chart using linked datasets, be sure to apply the filter to the matching field in each dataset. If you don't, you might see blank rows in your results. For more information, see Create Visualizations Based on Linked Datasets.
To create a dataset criteria filter:
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In the Dataset Builder, drag a field from the Fields list or Data Grid to the Criteria Builder.
The Filter window will pop up.
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In the Filter window, select the filter conditions you want for the field. You might see up to four filter types, depending on the field you choose. For more information, see Filter Types.
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(Optional) If you want to group your criteria filters, click New Group.
Grouped filters are treated as one item in the list and are evaluated based on their order in the Criteria Builder. For more information, see Grouping Filters.
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Repeat steps 1–3 for every filter or group you want to add.
By default, criteria filters use the AND operator. To change it, click AND and select OR in the popup window.
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(Optional) If you're working on the dataset in a workbook, click Apply to workbook to preview your changes.
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Click Save to save your changes.
If you don't own the dataset, click Save As to save it with a new name.