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How-to: Use Advanced Filtering to Clean Data Sets

By on May 9, 2014

Often times when you want to give your data very specific criteria, you need a feature that goes beyond the traditional filter wizard. I really like our Advanced Filtering tool that allows you to define pretty much any value you need.

How-to: How-to: Use Advanced Filtering to Clean Data Sets

As an example, let’s imagine I’m in the financial industry and I’m interested in knowing which of my customers I should offer a loan to. There is a variety of information that I need to look at, such as age, marital status, employment status, education, bank balance, whether they already have a loan, etc. to determine the best ROI.

How-to: How-to: Use Advanced Filtering to Clean Data Sets

In order to narrow down my parameters, I can simply click on the filter icon, located in the toolbar. However, the standard filter only allows me to use “and/or” conjunctions across all columns. If I want to combine “and/or” filters then I need a more advanced filter option.

How-to: How-to: Use Advanced Filtering to Clean Data Sets

Let’s explore the financial example a bit further. Let’s say I want to offer a loan to customers who are between the ages of 25 and 50 as I know they will likely be more open to accepting a loan, customers with a secondary or tertiary degree as they will likely fall within a higher income bracket and customers that are employed as I know they will have the financial resources to repay the loan. I also want to make sure they don’t already have a loan. Below is the algorithm I would apply in the advanced filter:

(#age>=25 && #age <=50) && (#education==”secondary” || #education==”tertiary”) && #job ! = “unemployed” && #loan==”no”

How-to: How-to: Use Advanced Filtering to Clean Data Sets

Ta-da! Now I have a beautiful list of all of my customers who meet the specifications I want, and of course, I can always narrow it even further.

How-to: How-to: Use Advanced Filtering to Clean Data Sets

Check out the video below that provides step-by-step instructions for more information. Also be sure to download your free Datameer trial here: http://www.datameer.com/datameer-trial.html


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Will Benica

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