Create Custom Filters

You can create and save custom filters using the Advanced filter. You can reuse custom filters and export their results.

To create a custom filter:

1. From the Filters section, click the More Filters and then Advanced. Click Create New Custom Filter.

   

2. Enter a descriptive filter name in the Create Filter field.
3. Click in the Fact field. A Keyword Search field and a list of facts you can select from will appear.

   Fact Category Descriptions

   Fact Type	Description
   Metric	Allows you to specify a value or range of values of consumption-related data.
   Event	Allows you to search for specific types of events in the selected time window. Events may be actual or derived from core calculations.
   List	Allows you to search for objects belonging or not belonging to a list (algorithm result).
   Attribute	Allows you to search for numeric or text attributes associated with the object.
   Relation	A standard relation, such as electric meter to premise, or a segment derived with an algorithm.

4. Do one of the following to set the Value. To search for data:
   • That matches a specific value, select = from the Value drop-down and then enter the value in the value range field.
   • Greater than a specific value, select ≥ from the Value drop-down and then enter the value in the value range field.
   • Less than a specific value, select ≤ from the Value drop-down and then enter the value in the value range field.
   • Within a specific date range, select <> from the Value drop-down and then enter the date range in the value fields.
5. Do one of the following to set the date range:
   • To select the date range using calendar days, select a date range for the data from the Dates fields.
   • To select a relative date (for example, one day, three weeks, and so on) click in the first date field to select a start date and do the same for the to date to select dates from a calendar.

     

6. If applicable, click the + button next to the calendar date fields to add an additional line of filter facts.
   
7. Click Save.

Your new filter will appear as an option in the Filter Name drop-down of the Advanced filters section.

View Custom Filter Criteria

To view custom filter criteria:

1. Open the Advanced filter and select My Custom Filters from the Category drop-down.
2. Select the custom filter name from the Filter Name drop-down and click Apply. The table will refresh and apply the filters.

Edit Custom Filters Criteria

You can delete your custom filter or edit the criteria for it by clicking Edit above the Filter Name drop-down.

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