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How to Add Filters

  • Updated

Filters can be used to narrow down the information that you want included in your table. You can add filters to any ColdTrack Live table.

 

Basic Functionality of Filters

  • At the top of any table within ColdTrack Live, there is a  “Columns” drop down (Figure A), which will represent the columns of data within the table. 
  • Directly above the table, there is a list of Quick Filters, or Query Filters (Figure B) available for you to use. When selected, these allow you to filter any data within your report. 

- For Example: You are viewing an Order table, but you only want to see orders that are complete: Add a filter to the “status” field and select “complete”. This will narrow the information down to only what you want to see in the table. When the filter is applied, all other statuses will not show in your table.

  • Filters can be applied regardless of whether the column is toggled on or off.

- For Example: You may want to filter the data to only include orders with a “Pending” status, but may not want to show the status column (all orders would show the same “Pending” value). 

  • You can add these Filters by clicking on the name of the filter if it's already on the top of your screen, or using the “+ Add Filter” button (Figure C).
  • You can remove Filters by clicking the “x” button (appears as you hover your mouse over a filter).
  • You can filter and add columns with data from another table. 
  • Active filters are dark blue, while inactive remain transparent. 
  • If there are changes to a View or Column that can be saved in a view, they will appear light blue (Figure A). If you find yourself frequently using specific filters, try setting up a Saved View! This allows you to save your filters and other table preferences.

 

    • Note: If you hover over "Save View As" (Figure D) you will see the current changes to the view that are able to be saved.

 

Basic Structure of Filters

 

 

Types of Filters

 

There are two ways to use Filters – our Basic (or often called Quick) Filters, or our Advanced Filters. 

 

Filter Input Fields

 

Each filter requires two inputs: an Operator, and a Value. When using a filter, The table will only show data that meets the criteria specified by the Operator and Value.

  • An Operator determines how you want to filter based on the Value. Operators may be different based on the data type handled by the filter.
  • A Value is what you want to narrow your query down to. In other words, only the data with values that match your query criteria will display in the table.
    • Note: You can either add one operator to one value, or use operator “is any of” to add multiple values. 

 

There are 3 different types of filters: 

 

1.  Dropdowns: A list of pre-set values within that field (clients, warehouses, etc.). If you already know the values you are looking for, you can type within the “Operator” or “Values” section to quickly find what you are looking for:

 

 

2.  Blank Input Field: Allows you to input what you want to sort by (sku, ID, source system number, etc.) 

 

3.  Dates: There are additional operators for dates, used to specify timeframes. There are two different ways to add a date:

      1. Black Calendar Icon: Allows you to select a specific calendar date:

      1. Blue Calendar Icon: Shows a Relative Timeframe to the Current Date (yesterday, last week, last month, etc.)
        • Note: if you hover over the relative date, you will see the specific date that will be reflected in the filter:

 

 

 

- For Example: if you want to filter your table to include multiple, but not all warehouses, you can add operator “is any of”, and then add all of the warehouses that you want to include. When the filter is applied, it will only display information from the selected warehouses in the table:

 

 

There are certain circumstances where you can even paste in values, such as the “Id” field. 

 

- For Example: You only want to see data in your table for a specific set of Ids. You can select the “Id” Filter and select “Is Any Of” as the Operator. You will notice a clipboard icon appears in the values section, allowing you to paste in multiple values. This can come in handy if you are copying information from a spreadsheet or other source:

 

 

How to Add a Basic Filter 

 

Basic filters are fast and easy to add. You can add multiple basic filters quickly and it is easy to see them at a glance. In the filters list, you can click on any filter and add a condition (i.e. a rule that needs to be met) to filter the data: 

 

1.  Select the filter, this will open a modal that will allow you to add a query to the filter

2.  Add an operator (e.g., equals, does not equal, is empty, etc.)

3.  Add the value you want to narrow your data to. You can either type the value or search through the dropdown:

 

  • Note: For Basic view, the filters to the left of the gray line above the table will always display for quick reference. These are the most common filters:

 

How to Add an Advanced Filter

 

Advanced filters allow you to narrow down the data within your table based on multiple conditions in a more complex and powerful way.

  1. On the right side of the screen, select the “Advanced” toggle.
  2. Select the “Filter Builder” button on the left. Select the “Add Condition” button to add a new condition. Build multiple conditions to condense the data into a single query 
    • Note: We can only use multiple conditions joined with “And”, not “Or”. 
  1. Click out of the modal to exit the Filter Builder. You will see your filter conditions above the table: 

Filtering Information from Joined Tables

 

You may want to add data from a Joined Table into your filter. This would allow you to filter information from more than one table. 

 

- For Example: You want to add a filter on the Batch Name field from the Order Optimization Plan table. You only want to display orders with a Batch Name of “Tuesday Express”. You can add a filter with information from the joined table in either a Basic or Advanced filter view:

 

Basic View

  1. Select the “+ Add Filter Button” 
  2. Add the field you are looking for (You will see the joined table name in bold font above the field)
  3. Select the field
  4. Add the operator and value for your query
  5. Click out of the modal to activate your new joined table filter

 

Advanced View

  1. Within the Filter Builder, add a new condition
  2. Add the field you are looking for (You will see the joined table name in bold font above the field)
  3. Select the field, you will see that the table name is listed in front of the field name upon selecting
  4. Add the operator and value for your query
  5. Click out of the modal to activate your new joined table filter

 

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