Analysis Grids: Filters

Filters allow you to separate out key data points from the full report. Because you can use multiple filters on the same report, you are able to create very specific subsets of data, helping you better understand your company, clinic, and the patients you treat.  

Filters

By selecting the Filter option at the top of the Analysis grid (or by selecting Filter from a Column Header, you can create specific rules for each column of an analysis grid).

Adding Filters

  1. You must select at least one column from the drop-down to create a filter.
  2. Select a comparison operator from the drop-down.
  3. Type in your desired value or use the (…) where applicable, to open a list of available values for the selected column.
  4. Click Add when you’ve finished building your filter.
  5. You can add multiple filters using And/Or logic. When adding filters, the system defaults to using And logic. To change the logic to Or, click the And button.
  6. You can also Replace, Remove, or Adjust the position of the filters to update the results shown in the report.

Comparison Operators

Option Function

Equal to
This filter ensures that all data returned matches the value input exactly. You can apply it to numerical or qualitative values.
<
Less than
This indicates that the data returned will be less than the value input. You can apply this option to numerical values. 
<=
Less than or equal to
This indicates that the data returned will be less than or equal to the value input. You can apply this option to numerical values. 
>=
Greater than or equal to
This indicates that the data returned will be greater than or equal to the value input. You can apply this option to numerical values.  
>
Greater than
This indicates that the data returned will be greater than the value input. You can apply this option to numerical values.
Not =
Not Equal to
This filter ensures that all data returned will not include the value input. You can apply this option to numerical or qualitative values.
In List This option allows you to choose specific variables (one or multiple) contained in the Filter Column. These variables will be the only ones shown in the return data. You can apply this option to numerical or qualitative values.
Not In List This option allows you to choose specific variables (one or multiple) contained in the Filter Column. These variables will not be included in the return data. You can apply this option to numerical or qualitative values.
Starts With This option allows you to type any value and return only results that start with that value. You can apply this option to numerical or qualitative values.
Contains This option allows you to type in any value and return only results that contain that value. You can apply this option to numerical or qualitative values.
Not Starts With This option allows you to type in any value and return only results that do not start with that value. You can apply this option to numerical or qualitative values.
Not Contains This option allows you to type in any value and return only results that do not contain that value. You can apply this option to numerical or qualitative values.