Advanced Filtering

The Advanced Filter option allows users to precisely sort data within the tables throughout Matrix. While each column is equipped with its own search bar, the Advanced Filter option provides access to narrow down more specifically what information is displayed.

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Perform the following steps to create and apply an advanced filter to tables.

  1. Select Advanced Filter from the toolbar options.
  2. Select AND or OR from the filter type drop-down.
    • AND matches all information fitting the criteria.
    • OR matches any single information fitting the criteria.
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  3. Select the + icon to add search criteria.
    • Continue to step 5.
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  4. Select the +{} icon to add a filter subgroup (additional AND or OR criteria that should be met).
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  5. Select the desired information the table data should be filtered by from the criteria drop-down.
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  6. Select the desired rule the search should follow when filtering data from the parameter drop-down.
    • All available parameters and their definitions can be found below. image
  7. Input the desired variable data should be filtered by given the set parameters into the text field.
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  8. If a subgroup was added, repeat steps 5-7 for the subgroup as well.
  9. Select Find to complete the search.
  10. Select Reset to clear all entered criteria and begin from step 2.

The table will refresh with the data that meets your entered search criteria.

Available Filter Parameters

TypeDefinition
EqualThe search will only return data that matches the entered criteria exactly.
Not EqualThe search will only return data that does not match the entered criteria.
LessFor numeric searches. The search will return data containing numbers less than the entered criteria.
Less or EqualFor numeric searches. The search will return data containing numbers equal to or less than the entered criteria.
GreaterFor numeric searches. The search will return data containing numbers greater than the entered criteria.
Greater or EqualFor numeric searches. The search will return data containing numbers equal to or greater than the entered criteria.
Begins WithThe search will return data that starts with the entered criteria.
Does Not Begin WithThe search will return data that does not start with the entered criteria.
Ends WithThe search will return data that finishes with the entered criteria.
Does Not End WithThe search will return data that does not finish with the entered criteria,
ContainsThe search will return data that includes the entered criteria.
Does Not ContainThe search will return data that does not include the entered criteria.
Is NullThe search will return data where the selected search criteria field was left blank.
Is Not NullThe search will return data where the selected search criteria field is populated with information of some kind.
Is InThis option is not currently in use.
Is Not InThis option is not currently in use.