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          Filter Node: Filter Rows

          Filter Node: Filter Rows

          In CRM Analytics, use a Filter node to remove rows that you don’t need in your target. For example, you can filter case records to focus on escalated cases only. Filter values are case-sensitive. Filter nodes next to a direct data input node speed up recipe runs by reducing the number of records pulled into the recipe.

          User Permissions Needed
          To manage and create a recipe: Edit CRM Analytics Dataflows OR Edit Dataset Recipes
          1. In the recipe that already has at least one Input node, select the Add Node button (Add Node button) between two nodes or at the end of the recipe. To show the Add Node button between two nodes, hover the cursor on the connecting line.
          2. In the Add Node dialog box, select Filter.
            The Add Node modal shows all possible nodes that you can add, including the Filter node.

            A filter node adjacent to a direct data input node is marked with a lightning bolt. This direct data filter limits the number of records loaded into the recipe.

            The direct data input node is demarcated wtih a lightning bolt.
          3. Click the + to add a standard filter. A standard filter uses conventional filter operators—equals, does not equal, less than, and so on. For more granularity in your filter options, such as access to string and math functions, select Add Custom Filter Expression from the dropdown next to Filters. Filter values for both options are case-sensitive.

            If you define a filter condition on a dimension column, you can select a filter value from a list of values in your dataset. For direct datasets and datasets, you can search for all values. Otherwise, you are limited to preview data. If a value doesn’t appear in the list, adjust your sample size or refine your search. Then, click Add new value and enter the value.

            Highlight Add new value function for filter condition
            Note
            Note Column search results display up to 250 values for direct datasets and 2000 for datasets.
          4. Click Apply.
          5. To display the current standard filter logic click Actions button and Add Standard Filter Logic.
            The Add Filter Logic option available after selecting the down arrow on the filter node.

            The default AND logic is shown, and each filter component is assigned a number.

          6. To edit the logic, click the pencil icon (Edit logic button.).
            The Filter node has a pencil icon selectable next to the displayed filter logic.
          7. Build the filter logic with parenthesis and the AND, OR, and NOT Boolean operators.
            Add boolean operators to the filter logic.
          8. Click Apply.
          9. Save the recipe.

           
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