Condition-based Filters

You can use condition-based filters on numeric fields to show results that match a specific numeric range. To do this, you can pick the operator you want to use (like greater than, equal to, and so on), then enter the numeric value. For example, you can see opportunity amounts by sales rep, and show only results with a won probability above 80%. To see these results in your workbook visualization, you can add a condition-based filter to the probability (%) field, and set it to "greater" and "80%".

Note:

This option is available for percentage, integer and float fields that do not return currency values. If you want to use this option on currency fields, customize your field by using a TO_NUMBER formula function and changing the field's output type. For more information about how to customize a currency field, see Advanced Sample Formula Fields.

To apply a condition-based filter to a workbook visualization:

  1. Click the Field Menu icon Field menu icon next to a field label and select Filter [Field Name]...

    The Filter window appears.

  2. In the Filter window, select the operator you want to use, then enter the numeric value.

  3. Click OK.

    The results update, and the selected filter criteria shows above the Viewer.

Related Topics

General Notices