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Using Advanced Filters in "All Companies"

Advanced Filters give users significantly more sophisticated filtering options and special matching conditions, for example using “OR” as query conditional, creating filter Groups, plus further conditions for record matching and dates.

Finding and adding advanced filters:

 

Step by Step

  • Head to “Companies Page”
  • Click “All Companies”
  • Click “Advanced Filters”
  • You can type-to-search your filter using the “Search all filters by name” box in the top left, or select them from a specific category.
  • Enter your search parameters and conditions
  • Repeat the process to add additional filters, or click the “+ Filter” button to select it from the dropdown.

Importing Quick Filters:

When working with Advanced Filters, if you have Quick Filters already applied, your platform will provide you quick access to optionally import them for further customisation. As seen in the following video, if you prefer not to, your quick filters will remain intact and you can continue to work with them in conjunction with your applied Advanced Filters.

 

Grouping Filters:

The Groups functionality allows you to create different clusters of filters from different categories within a single View. You can assign the “AND/OR” conditionals both at the group and global level, allowing you to achieve more granular results. The next example shows how you could create a query with two groups of filters and relate them with an “OR” condition:

Country = USA AND Sector = Tech

OR

Country = UK AND Sector = Healthcare

To create a group you have two options: select the “Add Group” button on the sidebar, which will add it at the bottom as top-level cluster. Alternatively, use the “Group” buttons within the workspace to add them either at top-level or nested.

Note: at the moment is not possible to move filters in or out of groups, or to group already added filters.

Advanced Matching Criteria

Advanced Filters offers special match conditions, which you can embed into your filter queries to interrogate your data with increased precision. These can be used on specific filters, such as Revenue, Country, EBITDA Margin. These conditions are described below and only one can be applied at a time per filter:

  • Match ANY: When activated, the filter will look for Companies/Transactions/Articles that have a value for the corresponding filter field.
  • Match NOT ANY: When activated, the filter will look for Companies/Transactions/Articles that DO NOT have a value for the corresponding filter field.
  • Match NULL: When activated, the filter will look for Companies/Transactions/Articles that have at least one record for the corresponding filter field with a null value.
  • Match NOT NULL: When activated, the filter will exclude Companies/Transactions/Articles that have at least one record for the corresponding filter field with a null value.

On a select number of filters, users also have the option to toggle the following on or off:

  • Only Latest: this condition will only appraise the latest record for the corresponding filter field when deciding which Companies / Transactions / Articles to return e.g. where a company has Revenues for 2022 and 2021, only 2022 would be considered.

Note: When using Quick Filters, the “Only Latest” condition is applied in the background.

Dates Options:

When using Advanced Filters that refer to dates, you can select Dynamic or Fixed options:

  • Dynamic ON - allows you to select a time interval that automatically adjusts based on the date the filter query is run.
  • Dynamic OFF - a static date range set on the day the filter is created. Once the specific dates are set, they will not change based on the data the filter query is run on.

Note: Quick Filters use Dynamic dates by default