Grouping Filters

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

Grouped criteria filters work like parenthetical expressions in Saved Search. Use them to link filter conditions with AND and OR, so they're checked as a single item in your criteria list.

For example, if you set up these criteria filters, SuiteAnalytics Workbook evaluates the whole group (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 inside another group. If you do, SuiteAnalytics Workbook checks the conditions from the inside out.

For example, in this group of filters, (Status is Sales Order: Closed AND Sales Rep is Franco Africa) is checked before (Status is Bill: Open OR Sales Rep is ). And since the whole group comes before the Start Date filter, the grouped filters are checked first.

Grouped criteria filters in a dataset.

Related Topics

General Notices