Create a filtered Export

When creating an export for products or assets, you may not want every column and every value contained in the data. To enable more specific fit-for-purpose data extractions, you can create some column and/or row filters to ensure the export process extracts only the data you need.

📘 Instructions

When creating an export, once you have selected your product or asset, note the “customise” button in each row of the Table assets that you have selected. To create a column and/or row filter

1. Click ‘Customise’

2. Choose “Select columns” OR “Add row filtering”

Column filtering

1. Clicking “Select columns” will open a modal that lists the columns. There is a data type filter and a search box to help you find the columns you’re looking for

2. Using the check boxes, select the columns you would like to include in the export. As you select the columns, they are listed on the right of the modal to summarise the selection.

3. When ready, click “Confirm selection” to apply your choices and close the modal.

Row filtering

1. Clicking “Add row filtering” will open a modal that allows you to create row filters either by constructing a custom SQL where clause OR by selecting from a range of preset dropdowns that let you build an appropriate condition.

2. Choosing “Basic filters” will provide the ability from left to right to choose the column of interest, choose a condition available based on the chosen column and then specify the values/ranges to complete the filter condition.

3. Choosing “Custom formula” provides a text input field for you to create a custom formula to be used to filter the data. The data dictionary is displayed to the left of the modal for reference.

Tips Your formula should reference the column names and describe conditions in SQL.

Boolean logic is supported.

Here are some examples:

• dept_id BETWEEN 12 AND 16

• (postcode IS NULL and UPPER(Town) = 'ASHFORD) OR (postcode LIKE ('TN26%'))

• start_date < TO_DATE('2024-03-01','yyyy-MM-dd')

• account_name not like '%1-Year' and account_name like '%Cash ISA%'

4. Once the appropriate filters have been specified and set, you are returned to the export creation view where the assets are listed

Where a column filter has been applied, the asset will have a “Selected columns” indicator at the end of the row.

Where a row filter has been applied, the asset will have a “Row filtering” indicator at the end of the row.

NB: None of the filters applied can be edited once the export has been created, so ensure you review all setting applied before finalizing the creation.