Filters let you focus your analysis on a specific subset of your data. Instead of analyzing your entire dataset, you can drill into particular regions, time periods, customer segments, or any other dimension that matters to your business.

Creating Filters

Basic Filter Creation

1. In Explorer, click the Filter tab in the left panel
2. Click + New Filter
3. Select the column you want to filter by
4. Choose your filter condition and values

Selecting Filter Columns

Click on any column from your dataset to use it as a filter:

Filter Types by Column

Text Columns

For text/categorical columns, you have three options:

Selecting Multiple Values

You can select multiple values to include or exclude:

Include mode: Show only rows where the column matches ANY selected value Exclude mode: Show all rows EXCEPT those matching selected values

Searching High-Cardinality Columns

For columns with many unique values (like customer names or product IDs):

1. Use the Search box to find specific values
2. Type part of the value to filter the list
3. Select from the filtered results

This is especially useful when a column has hundreds or thousands of unique values.

Numeric Columns

For numeric columns, use comparison operators:

Filtering for Outliers

To find outliers or anomalies:

• High values: Greater than [threshold]
• Low values: Less than [threshold]
• Specific range: Between [min] and [max]

Date Columns

Date filters support both absolute and relative options:

Relative Date Filters

Absolute Date Filters

• Specific date: March 15, 2024
• Date range: January 1, 2024 to March 31, 2024
• Before/After: Before July 1, 2024

Combining Multiple Filters

AND Logic (All Conditions Must Match)

When you add multiple filters, they combine with AND logic:

Example:

• Filter 1: Region = "West"
• Filter 2: Revenue > 10000

Result: Shows only West region deals with revenue over $10,000

OR Logic Within a Filter

When you select multiple values within a single filter, they combine with OR logic:

Example:

• Region equals "West" OR "Central" OR "East"

Result: Shows all three regions, excluding others

Complex Filter Combinations

Combine AND and OR for sophisticated filtering:

Example:

• (Region = "West" OR Region = "Central") AND
• (Deal Stage = "Closed Won") AND
• (Close Date in Last Quarter)

Result: Closed deals from West or Central regions in the last quarter

Saving and Reusing Filters

Save Current Filters

After creating your filter combination:

1. Your filters are automatically saved with the chart or visualization
2. When you save a chart, its filters are preserved

Filter Presets

For commonly used filter combinations:

1. Create your filters
2. Save the chart with a descriptive name (e.g., "West Region Q4 Deals")
3. Access this preset anytime from your saved charts

Using Filters with AI Chat

When you ask questions in the Insights chat, you can specify filters naturally:

Examples:

• "Show me revenue by product for the West region"
• "What's our win rate for deals over $50K?"
• "Compare this quarter to last quarter for enterprise customers"

Scoop's AI understands filter intent and applies appropriate filters automatically.

Filters vs. Grouping

Understanding when to use filters vs. grouping:

Example:

• Filter: "Show me West region revenue" → Single number
• Group: "Show me revenue by region" → Table comparing all regions

Best Practices

Start Broad, Then Narrow

1. Begin with your full dataset
2. Add one filter at a time
3. Verify each filter shows expected results
4. Build toward your specific analysis

Use Descriptive Chart Names

When saving filtered views, include filter context:

• "Pipeline by Stage (Enterprise Only)"
• "Monthly Revenue (Excluding Returns)"
• "Q4 Deals Closed Won"

Check Filter Logic

Before drawing conclusions:

1. Verify filter count shows expected reduction
2. Spot-check a few records to confirm filter accuracy
3. Consider if excluded data might affect conclusions

Combine with Snapshots

For time-based analysis:

1. Use snapshot date filters to compare periods
2. Filter to specific snapshot dates for point-in-time views
3. Combine with other filters to track segment changes over time

Troubleshooting

No Results After Filtering

• Check if filters are too restrictive
• Verify spelling/case for text filters
• Ensure date ranges contain data
• Try removing filters one at a time to find the issue

Unexpected Results

• Review all active filters (they combine with AND)
• Check for hidden filters from saved charts
• Verify column data types match filter type

Performance with Many Filters

• Complex filter combinations may take longer
• Consider pre-filtering in a blended dataset for frequently-used combinations
• Use indexed columns when available

Related Topics

• Charting Time Series Data - Visualizing filtered data over time
• Tables and Pivot Tables - Viewing filtered data in tabular form
• Visual Themes - Styling your filtered visualizations