PowerGrid Filters

Filters allow the user to subset records based on criteria and then have a color code applied to them (apply filter criteria to a selection set).

The purpose is to have different subsets of data that may require different updates.  For example, a user may want to see all United States records in one grouping (selection set), Canadian records in another, and all remaining records in another.

Since records can also manually be added to selection sets, filters could be used to find the majority of records that "fit" the criteria, then additional records can be added manually to the set for a more complete "subset" as perhaps certain attributes can only be determined by manually reviewing data in a particular field, vs. being able to create criteria to locate those records (e.g. data contained in a long area text field which cannot be queried).

Once grouped, the options to display specific subsets can be used to only look at the United States records and perform update X, Canadian records update Y, and United States and Canadian ONLY and perform update Z, etc.

Can have multiple groupings in the same results grid using Filters:

• Filters are SAVED on the PC and can be used with any scenario that include the filtered fields in the results grid
  • Filters can be shared with other DemandTools users by emailing the file Documents\DemandToolsData\ReplaceList\PowerGridjunkFilter.xml and having the other user save the file to their Documents\DemandToolsData\ReplaceList folder.
• Filters can apply to MULTIPLE objects:
  • A "United States" filter can be specified for Accounts (BillingCountry), Contacts (MailingCountry), Leads (Country), and Opportunities (Account.BillingState)

Filters and Scoring Controls

1. Edit Filter Lists:  Click here to create custom filters
2. Currently Selected Filter: Pick the filter to apply
3. Apply Filter to:  Pick the Selection Set to apply the filter to
4. Apply to Selection Set:  Apply the filter criteria to the selection set
5. Clear & Hide Score:  Clear scores and hide the score column from the results grid
   
   Creating Filters

Select Edit Filter Lists from the Filters and Scoring controls to bring up the Filter Wizard:


 
Step 1.  Add Filter: Create a new filter

Step 2.  Add Filter Row:  Add filter criteria

1. Object:  Pick the object (table) the criteria will apply to
2. Field:  Pick the field the criteria will apply to
3. Filter:  Pick the desired filter
4. Value:  If applicable to the selected filter, specify a value
   • This is the "field data" to check for
   • Use a comma to separate multiple text values (no space after the comma)
   • The comma will revert to a | and be read as "or"
5. Score:  Assign a score
   • Scores are used to weight the importance of a particular piece of criteria
   • If multiple criteria is specified for the same table, scores are cumulative
   • Filters can be applied ONLY if the cumulative score is greater than X

Step 3.  Completed Filter Criteria

• Filter criteria can be deactivated by unchecking the Active box
• To delete a row. click the blue box on the left to highlight the row and select the delete key on the PC
• Only the rows that pertain to the primary object data displayed in the grid will be applied
• Criteria WILL NOT be applied to fields from related tables even if the related table field is displayed in the grid

Step 4.  Cumulative score greater than

Only records with a cumulative score greater than X will have the selection set applied

• Default value 0:  Records meeting ANY of the criteria will be selected
• Higher values:  Records meeting multiple criteria will be selected
  • For example, criteria "Country equals United States"
  • Account Billing Country equals United States, score =10
  • Account Shipping Country equals United States, score = 10
  • Cumulative score greater than 10
  • ONLY records where BOTH the Billing and Shipping Country equals United States will be selected (cumulative score = 20)

Applying Filters

1. Pick the filter
2. Pick the selection set
3. Click to apply      

Filter Types

• Filter types will vary based on the type of field selected
• The majority of filter types are self explanatory, e.g. Equals, Does Not Equal, Starts With, Is Populated, Greater Than (for date/number fields)
• Special Filter Types:
  • Sounds Like:  Does a fuzzy comparison on the FULL field data to see if it matches a specific value in the filter
    • Example:  Company -> Sounds Like -> validity 

• Word Sounds Like:  Similar to Sounds Like EXCEPT that it looks at each word in the field data string vs. the entire string as a whole                  

• No Word Characters:  The field data has no letters or numbers in it
  • Example:  $^%#&
  • WILL NOT match $%($*abc or &^88(
• All Vowels:  The field data contains ONLY vowels
• No Vowels:  The field data DOES NOT contain any vowels
• No LowerCase Characters:  The field data DOES NOT contain any lowercase characters
• No UpperCase Characters:  The field data DOES NOT contain any uppercase letters
• 5+ Vowels in a row:  The field data has 5 or more vowels in a row
• 5+ Consonants in a row:  The field data has 5 or more consonants in a row
• Invalid US Zip Code:  The zip code is not in a valid US zip code format (i.e. contains letters, contains less than 5 digits, etc.)
  • Blank values are NOT flagged as invalid
• Invalid Email Address:  The email address is not properly formatted
  • Blank values are NOT flagged as invalid
• Junk Keyboard Entry:  Attempts to catch bad keyboard input data, i.e. looking for the same typed keys in a repetitive fashion
  • Examples:  Asdf, Asdasdasd, Qweqweqwe, Jkl;, Zxzxzx
• Repeating Characters:  The field data contains the same character 3 or more times in the same word
  • Examples: aaa, zzzzzzzzzzz
  • WILL NOT match aa a or Angoss Software