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Types of Filters in Insights

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The conditions for filtering vary based upon the nature of the reporting object. Basically, there are three types of filters. Reporting objects are mapped to one of the following filtering types:

STRING | MEASURE | PERIOD

 

String

For reporting objects which usually contains letters, special characters, numbers in its data
Example: Category, Region, Supplier Name, Invoice Number, GL Code, Fiscal year, Fiscal month

Filter by Selection

You can select single or multiple values from the available list.

Filter by Condition

You can filter by condition by choosing the appropriate filtering conditions as below:

  • Contains: Users can filter values based on any string of characters within the existing values.
    For example: filtering a supplier value on the word "coffee" will return Peet's Coffee but will not return Starbucks.
  • Does Not Contain: Users can filter values based on any string of characters that are NOT included in the existing values.
    For example: filtering a supplier value on the word "Ground" will exclude suppliers like FedEx Ground, Groundskeepers Inc., and Groundhogs R Us
  • Is: User needs to specify the exact character(s) contained in the values. The result of filtering will be value which is same as the input character(s).
    For example: filtering suppliers on the value "Blue" will return not return Blue Bottle Coffee. It will only return the supplier named Blue.
  • Is Not: User needs to specify the exact character(s) not contained in the values. The result of filtering will be values which excludes the input character(s). This condition is useful when user is looking all the values except one.
  • Begins With: User needs to input character(s) with which the values begin with. The result of filtering will be all those values which have their beginning as the input character(s).
  • Ends With: User needs to input character(s) with which the values end with. The result of filtering will be all those values which have their end as the input character(s).
  • In: User needs to specify the exact character(s) contained in the values separated by semicolon (;). The result of filtering will be values which is same as the input character(s). This condition is useful when user is looking for multiple known values.
  • Not In: User needs to specify the exact character(s) not contained in the values separated by semicolon (;).
    The result of filtering will be values which excludes the input character(s). This condition is useful when user is looking for multiple known values which needs to be excluded.
  • Is Empty: Results those values which are empty/blank
  • Is Not Empty: Results those values which are not empty/blank.
  • Greater Than: Results those values which are greater than the specified value.
  • Less Than: Results those values which are less than the specified value.
  • Between: User needs to specify a range of values. The result of the filtering will be the values which are  in between the specified From and To range.
  • Not Between: User needs to specify a range of values. The result of the filtering will be the values which does not lies in between the specified From and To range.

 

Measure

For reporting objects which are quantitative in nature
Example: Spend Amount, Transaction Count, Spend %, Supplier Count, No. of contracts

You can filter by condition by choosing the appropriate filtering conditions as below:

  • Greater Than: Results values which are greater than the input value.
  • Less Than: Results values which are less than the input value.
  • Between: Results values which fall under input range (including the input values).
  • Not between: Results values which do not fall under input range (including the input values).
  • Top N Records: Shows the top values from data. The number of values shows is equal to value assigned to N.
  • Lowest N Records: Shows the lowest values from data. The number of values shows is equal to value assigned to N.
  • Top N%: Shows the top percentage of values from data corresponding to value of N.
  • Lowest N%: Shows the lowest percentage of values from data corresponding to value of N.

 

Period

For objects which are part of timeframe/calendar:
Date, Month, Month-Year, Quarter, Quarter-Year, Year

You can filter by condition by choosing the appropriate filtering conditions as below:

  • Year: Returns the data value for the selected year.
  • Previous Year: Returns the data for previous year.
  • This Year: Returns the data for current year.
  • Next Year: Returns the data for exact next year.
  • Rolling Years: Returns the data as per the last available date in the corresponding filtered object instead of calculating the period from the current date.
  • Next Years: Returns the data for upcoming years.
  • Beginning of the Year: Returns the data from the start of the selected year to the current date.
  • Is: Returns the data for the selected year/month/day.
  • Is Not: Excludes the data for the selected year/month/day.
  • Between: Returns the result values that fall under input range (e.g. From 2017 To 2018)
  • Before: Returns the data before the selected year.
  • After: Returns the data after the selected year.
  • Month: Returns the data value for the selected month (Example: Jan, Feb) of the year.
  • Previous Month: Returns the data for previous month.
  • This Month: Returns the data for current month.
  • Next Month: Returns the data for exact next month.
  • Next Months: Returns the data for upcoming months.

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