Grouping Filters

In the Criteria Builder, you can click New Group to create a group of criteria filters.

Grouped criteria filters are the same as parenthetical expressions in the existing Saved Search application. Use them to define a string of filter conditions connected by AND or OR operators, to be evaluated as one item within the list of criteria filters.

For example, if you set up the following criteria filters, SuiteAnalytics Workbook evaluates the entire set of grouped filter conditions (Sales Rep is A Wolfe-admin OR Status is Open) before the Start Date filter, and after the Date filter.

Criteria Summary filters in a dataset.

You can also create a group of filters within another group. If you do, SuiteAnalytics Workbook evaluates the conditions in order from inside-to-outside.

For example, in the following group of filters, (Status is Sales Order: Closed AND Sales Rep is Franco Africa) is considered before (Status is Bill: Open OR Sales Rep is <NO VALUE>). Moreover, because the entire group is placed before the Start Date filter, the grouped filters are evaluated first.

Grouped criteria filters in a dataset.

Related Topics

General Notices