How to filter and limit data

In DoordaOnline, filtering data allows you to narrow down your results to focus on specific information, such as "orders from the last month" or "customers from Northern Ireland". This guide will walk you through the various methods to apply filters to your charts and tables, enhancing your data analysis capabilities.

Filtering by a Column

When viewing a table:

• Click on the Column Header: This action enables you to filter the table based on the values within that column.

In the query builder:

• Add a Filter Block: Select a column to filter on and define the filter condition.

These methods allow you to isolate data that meets specific criteria, making your analysis more targeted.

Filtering Based on a Data Point

To filter data based on a specific value:

• In Tables: Click on a cell to filter the entire table by that cell's value.

• In Charts: Click on a data point, such as a bar or pie segment, to filter the chart based on that value.

This feature enables quick drill-downs into your data for more detailed insights.

Filtering a Time Series Chart

For charts with a date breakout:

• Use the Date Widget: Located at the bottom of the chart, this widget allows you to restrict or expand the date range displayed.

This tool is particularly useful for analysing trends over specific periods.

Adding Multiple Filters at Once

To apply several filters simultaneously:

• Click on the "Filter" Button: Found at the top right when viewing a table or chart, this option lets you add multiple filters in one go.

Applying multiple filters at once can be more efficient, as it reduces the number of queries sent to the database.

Filtering Using Custom Expressions

For complex filtering conditions:

• Utilise Custom Expressions: This feature allows you to combine multiple conditions, such as "all products under £30 or all services under £50 sold on weekends".

Custom expressions provide greater flexibility in defining your filter criteria.

Filtering Summarised Data

To filter data after summarisation:

• In the Query Builder: Add a Filter block after the Summarise block to apply filters to your aggregated data.

This approach allows you to focus on specific segments of your summarised results.

Filtering for Multiple Values

Some filter types support multiple values:

• Dropdown Filters: Select multiple values using checkboxes.

• Text Box Filters: Enter a value and press "," (comma) to add another value.

Understanding how multiple values are combined (using AND or OR logic) is crucial for accurate filtering.

By effectively utilising these filtering techniques in DoordaOnline, you can streamline your data analysis process and extract more meaningful insights.