When you add a value to your search in Trends AI, it immediately functions as a filter. You have the ability to define filters directly on tables and views. When you apply a filter, it is added to the data source, ensuring that the resulting data set contains only rows that meet the parameters you have specified. To save time, you can also set filters to be automatically applied to every search using a particular data source. For example, you might want to automatically exclude archived giving records from your search results. Instead of having to type status = archived for every search, you can define it as a permanent filter. The more complex a filter is, the more helpful it is to set it directly on the data sources.

To add a filter using the search bar:

Simple filters are applied to an individual Chart, while Board filters can be applied to all Charts on a Board. You can find more detailed information about [Board filters in the Boards section].

As seen in a simple search, filters appear as gray boxes within the search bar:
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In a Chart or a Board, filters appear directly beneath the title.

If you notice that your search or Board does not display all the data you expected, check for existing filters. You can remove any filters by clicking the X to view the complete data set.

Simple filters can be applied to searches in a few different ways. You can use the search bar or select Filter from the column header or axis label. You can apply simple filters to your search regardless of whether it displays a table or a chart. Your filters will remain part of the search even if you change the visualization type.

When adding a filter from the More menu icon ("..."), either in the column header or by selecting a chart axis, numeric and text columns give you the option to include or exclude values and a checkbox selector for the values. If the column contains a date, you will see a calendar selector when applying a filter. This is also where you can apply bulk filters.

If you are working with a large table containing thousands of rows, you may find bulk filters useful. This feature allows you to quickly paste in a list of filter values to either include or exclude, without having to manually select the checkbox next to every individual value in the filter selector.

Bulk filters are highly effective when dealing with extensive tables, making it simple to filter a large list of values easily. For instance, if your manager sends you a list of specific products via email that you need to search for, you can copy and paste those values directly into the bulk filter box. This allows you to rapidly generate a report or chart that includes only the items of interest.

You can create a bulk filter by pasting a list of values, separated by commas, semicolons, new lines, or tabs, into the bulk filter box. This ability makes repeatedly searching large lists of filters much more efficient.

Trends AI applies specific logic when an object has more than one filter, known as cascading filters. For example, you might have a table-level filter, such as country=US. While running a search on that table, you may want to add filters for specific cities. By default, Trends AI will limit your possible filter values to only cities within the United States, adhering to the existing table-level US filter. The first filter you apply to an object always restricts the available filter values you see for subsequent filters. This is important because if you have a country=US filter and attempt to add a city=Paris,France filter, for example, the result will be no data found because the conditions contradict each other.

When you access the filters modal in a search by selecting the filter icon, you will see an option to Show unfiltered values. This option directly relates to cascading filters. When you add a second filter to a search, Trends AI initially shows only values that exist within the scope of the first filter you applied. You might need to see all possible values without removing the initial filter.

For example, if you have a country=US filter on your search but want to see data for Paris, France. When you open the filters modal for city, Paris, France will not appear initially. You can select Show unfiltered values to make it visible and then select Paris, France. You can then delete the country=US filter. This feature is particularly useful if you have many filters applied to an object or if you are uncertain about the range of values in your data columns.

If your Chart or Board contains multiple filters, you can reorganize them in the filter bar to present them in a logical and coherent order. This improves readability and makes it easier for users to understand and interact with the filters on the Chart or Board. Changing the filter order only affects the visual display and has no impact on filter precedence or the order in which they are processed. The filter order will also not be changed in the underlying TML file.

To change the order of filters in the filter bar, follow these steps: