How to Filter Multiple Fields Using OR Logic in Table Mode (UI‑Based Filtering) in Bold BI

Bold BI allows you to apply OR logic across multiple fields without modifying queries by using Table Mode filters and dashboard parameters. This UI‑based approach is ideal for users who prefer low‑code configuration.

When to Use UI‑Based OR Filtering

• Use this approach when:
  • Dataset size is small to medium
  • Filtering logic needs to be configured visually

Step‑by‑Step: UI‑Based OR Filtering

Assuming you have a dataset containing at least two columns with overlapping values (comparable, e.g. High, Medium, Low),
Follow the below steps:

Step 1: Open the Dataset in Table Mode and Create a Dashboard Parameter

• Open the dataset in Edit mode and ensure it is opened in Table Mode (not Code View).
  
  
  
  
  
• Click Dashboard Parameter in the Data Design toolbar.
  
  
• Create a parameter with the following details:
  Example:
• Name: CriticalityParam
• Type: String
  
  

Step 2: Add Filter for the First Column

• In Table Mode, locate the Data Filters section.
  
  
• Add a Data Filter.
  • Column: ProcessCriticality
  • Operator: Equals
  • Value: @{{:CriticalityParam}}
    
    

Step 3: Add Filter for the Second Column

• Click + Add to add another filter row.
  • Column: PlanCriticality
  • Operator: Equals
  • Value: @{{:CriticalityParam}}
    
    

Step 4: Configure OR Relationship

• In the filter configuration, change the relationship from AND to OR.
• Verify both filters are grouped under the OR condition.
  
  

Step 5: Bind the Parameter to a Combo Box

• Add a Combo Box widget to the dashboard.
  • Bind the widget to the CriticalityParam parameter.
  • Configure the available values (for example: High, Medium, Low).
• Preview the dashboard
  
  
  
  
  
  
  
  
  
  Result
  The dataset is filtered where either ProcessCriticality OR PlanCriticality matches the selected value in the Combo Box.
  No query changes are required.

Limitations of UI‑Based OR Filtering

• Less efficient for large datasets
• Filtering occurs after data retrieval
• Complex OR conditions may affect performance

Conclusion

UI‑based OR filtering in Bold BI allows dashboard designers to filter data across multiple fields using visual configuration, without modifying queries. By applying multiple data filters in Table Mode and explicitly setting the filter relationship to OR, you can ensure that records are returned when any one of the specified columns matches the selected condition.
This approach is well suited for dashboards maintained by non‑developers and provides a flexible, low‑code way to handle multi‑column filtering scenarios.
For large datasets or cases that require parameter‑driven or query‑level control, consider using a query‑based OR logic approach instead.

Related Articles

• Working with Datasources - Editing a Datasource
• Configuring Dashboard Parameters
• Configuring Data Filters