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How to do a complex filter in Bold BI?

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In Bold BI, there isn’t a direct way to handle complex filtering like, filter criteria with one or multiple sets and one or multiple columns in each set, in data filters window.
Example: (Criteria 1 AND Criteria 2) OR (Criteria 3 AND Criteria 4)

However, you can achieve this by using an expression column based on your filter criteria and then filter the expression column to get the desired results.

Creating and Applying a Complex Filter

  1. Create an expression column based on your filter criteria with true and false values.
     
    For example, you have a table called Income with columns UnitAmount and TaxAmount.
     
    If you want to configure a filter like this:
     
    ([UnitAmount]= 2000 AND [TaxAmount]=200) OR ([UnitAmount]= 4000 AND [TaxAmount]=200)
     
    Create an expression column using an IF condition like this:
Expression: IF(([UnitAmount]= 2000 AND [TaxAmount]=200) OR ([UnitAmount]= 4000 AND [TaxAmount]=200), 'true','false')

This formula will return true for the rows that meet the filter criteria and false for those that don’t.

rte_image_119.jpeg

 
2. Filter the table based on this expression column as true to get the rows that matches your filter criteria.

rte_image_120.jpeg

 
By using the above approach, you can achieve complex filter requirement using expressions.

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Written by MunishKumar Balakrishnan
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