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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 |
- In the recipe that already has at least one Input node, select the 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. - In the Add Node dialog box, select Filter.

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.
- 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.
Note Column search results display up to 250 values for direct datasets and 2000 for datasets. - Click Apply.
- To display the current standard filter logic click
and Add Standard Filter Logic. 
The default AND logic is shown, and each filter component is assigned a number.
- To edit the logic, click the pencil icon (
).
- Build the filter logic with parenthesis and the AND, OR, and NOT Boolean
operators.

- Click Apply.
- Save the recipe.

