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.
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.
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.
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”
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.
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