Filter Types
When you add a field from the Fields list or the Data Grid to the Criteria Builder, the Filter window appears. Use the Filter window to set up specific filter conditions for a field. The types of filters you can set up depend on the values of the field, with each filter type represented by a different tab in the Filter window.
The Filter window is also available from the Pivot tab within a workbook, however filter conditions set up from the Pivot tab only impact the impact the pivot table and do not affect the underlying dataset or other visualizations in the workbook. Only filters that you set up from the Criteria Builder above the Data Grid can impact a dataset.
In each tab of the Filter window, you can define the values and expressions for the filter. You can only create one type of filter per field at a time however, unless you use a group of filters. For more information, see Grouping Filters. The available values and expressions in each tab of the Filter window depend on the type of field you select.
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Values: Create a filter condition based on existing values or dates in the source data, or custom values
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Ranges/ Date Ranges: Create a filter condition based on a range of values or dates available in the source data
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Relative Conditions/ Relative Dates: Create a filter condition relative to the existing values or dates in the source data
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Conditions/ Specific Dates: Create a filter condition using custom values or dates and an expression
For hierarchical fields, filter conditions can be set at the parent or child level. For more information, see Hierarchical Fields.
If you are in a NetSuite OneWorld account and create a criteria filter based on a field that contains values in multiple currencies, a Consolidate Field box is also displayed in the Filter window. Check the Consolidate Field box to the apply the filter based on the consolidated values of the field. For more information, see Currency in Datasets and Workbooks.