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Set up a multiple layered conditional filters?



  • Tiffanie Staver
    John McGarvey commented  ·  

    When I have complicated conditions that the Filters cannot handle, I will create a calculated field on the table and write on the conditions in a large If/Then statement.

    A 1 or 0 works well to represent Yes/No, and also allows me to dual purpose the results in charts if I want to sum the values.

    Once the calculated field is in place, use that in your Filter.
    One filter criteris: Where calc-field = 1, etc.

  • Tiffanie Staver
    Matt Cox commented  ·  

    I do the same as John. Filters can turn into a giant mess of and/ors pretty quickly. Its much easier to code some if statements and filter based on those results.

  • Tiffanie Staver
    Justin Mauldin commented  ·   

    Hi Josh,

    Thank you for reaching out with your question.

    Matt & John's suggestions are definitely great options for when setting up a filter, however, more simply (if you didn't realize the function is there in the filter builder) is the ability to add as many "Conditional Groups" as you want or need to the filter you are building.

    If you scroll down to the very end of your list of fields on your table (that display on the left-hand side of the screen when you are in the filter builder) you will see a green button that says "+ ADD CONDITIONAL GROUP".

    This feature can be used to separate out different layers and conditions of your filter you are building with either the "And" or "Or" option for the condition group.

    If it turns out that you have more questions on this, please do not hesitate to email us at

    Thanks again,


  • Tiffanie Staver
    Josh Ambrose commented  ·   

    Thank you all for getting back to me, I probably well just jump on the coding as I used to do a lot of coding back in the day.

    @Justin - I knew about the "and" "or" add conditional group but I can still only get it to do Or -> And (2 layers) for the filter I want / need I need an Or -> And -> Or filter (3 layers) as at the moment I'd have to do about 14 different complex Or -> And filters and it justs get messy and too much work to maintain. Thank you anyway though.


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