Filters narrow a search result down to only the data you want to see, and can apply to a single Dashboard Tile or an entire Dashboard.When you add a value to your search, it becomes a filter. You can define filters on tables, views, and Interaction Details. Adding a filter applies it to the table, view, or Interaction Details, so the result set only shows rows that satisfy the filter’s parameters. You can also set filters that automatically apply to every search performed against a particular data source — for example, excluding inactive customer records without retyping
status = inactive each time.
To add a filter from the search bar:
- Click in the search bar and type the value or values you want to include. Typing a value acts as a filter — you can also use date- and time-related keywords like
yesterday,after, andnext month. - Click outside the search bar, or press Enter, to apply your filter.
Where filters appear in Invoca
As with search, filters appear in gray boxes in the search bar. In a Dashboard Tile or Dashboard, filters appear just under the title. For Dashboards, your filters apply to all Interaction Details-based visualizations. If a search or Dashboard doesn’t seem to contain all the data you expect, check for existing filters and remove them by clicking the X.NoteFiltering on NULL and empty values is a special case — see Filter on null, blank, or empty values.
Simple filters
Apply simple filters to searches using the search bar, or by choosing Filter from a column header or axis label. You can apply simple filters whether your search shows a table or a chart — filters remain part of the search even when you change the visualization type. Adding a filter from the More menu icon, a column header, or a chart axis gives numeric and text columns include/exclude options with a checkbox selector; date columns show a calendar selector. This is also where you apply bulk filters.Bulk filters
If you have a large Interaction Details or table with thousands or millions of rows, create a bulk filter by pasting a list of values (separated by commas, semicolons, new lines, or tabs) into the bulk filter box, rather than clicking each value individually.Cascading filters
Invoca applies specific logic when an object has more than one filter. For example, if an Interaction Details-level filter iscountry=US, adding a city filter while searching limits your possible filter values to US cities — the first filter you apply always limits the available values for the second and third filters, and so on.
Show all possible values
In the filters modal (opened via the filter icon), select Show all possible values to see all possible filter values, rather than only those within the first filter you added.Interaction Details filters
An Interaction Details filter applies every time that Interaction Details is used — for any search involving a filtered Interaction Details, all of its filters are applied before the search runs, even if the searched terms don’t reference the filtered column(s).Use aggregate formulas as Interaction Details filters
Starting in Invoca release 6.2, you can use an aggregate formula as an Interaction Details filter. This is useful when, for example, you only want results to show a Measure when a related attribute is greater than some number. Rather than adding that formula to every search, create a filter at the Interaction Details level:- Create an aggregation formula.
- Add the formula to Interaction Details as a filter, and specify the conditions under which it should apply.