Advanced filters

Advanced filters are like basic filters in that they consist of one or more filter conditions. Advanced filters, however, use advanced logical operators. In a basic filter condition, the logical operator is "equals." In an advanced filter condition, the operator depends on the property, characteristic, or resource role that you select as the filter criterion.

How the filter criteria are grouped

The filter criteria are grouped as follows:

• Properties: All the asset properties in Collibra, for example, asset type, name, and tags.
• Attributes: All the asset attributes in Collibra, for example, definition, note, and quality.
• Relations: All the relations in Collibra.
• Roles: All the resource roles defined in Collibra, for example, Assignee, Business Steward, and Requester.

Examples of operators

The following table contains some examples of operators per filter criterion type.

Filter criterion type	Operators
Text, for example, Name	equals does not equal contains does not contain starts with does not start with ends with does not end with exists does not exist
Boolean, for example, Certified	equals does not equal exists does not exist
Numeric, for example, Articulation Score	equals does not equal less less or equals greater greater or equals
Date, for example, Created On	equals before before or equal to after after or equal to last (...) days exists does not exist
Resource role, for example, Business Steward	contains does not contain equals does not equal starts with does not start with ends with does not end with exists does not exist Note If you select the logical operator "equals," you can select the value Current User to find all assets to which you have been assigned the specified resource role. This means that users might see different results in the same view depending on their responsibilities. Filtering by resource role and a specific user is extended to user groups that include the specified user, for the selected resource role. Example John Fisher is included in a user group named The Dream Team. There are a number of assets to which The Dream Team user group has been assigned as the Business Steward. If you filter a view by Business Steward and specify the user John Fisher, all such assets pass the filter.

You can create a combination of conditions by using the AND and OR operators and parentheses in the Filter Formula box. The order of the conditions doesn't affect the results.

Depending on the logical operator, you can add multiple values. If you do so, the values are treated as an OR operator.

Filter rules

When creating an advanced filter, you can combine the filter conditions. By default, the filter conditions are combined with the AND (conjunction) operator. You can, however, also combine the conditions by using parentheses and the OR (disjunction) operator.

Operator	Description
AND	A result must fit all filter conditions. Example A AND B AND C means that only a resource that fits all three filter conditions is added to the results.
OR	A result must fit one of the filter conditions. Example A OR B OR C means that whenever a resource fits one of the three filter conditions, it is added to the results.
( )	A result must be a combination of something inside of the parentheses and something outside of the parentheses. Example A AND (B OR C) means that whenever a resource fits either B or C, and it also fits A, it is added to the results. Results can be a combination of either B and A or C and A resources.

A filter uses the following operator precedence to filter the data:

1. Operations inside parentheses
2. AND operations
3. OR operations

Examples of filter rules

• A OR B AND C:
  • First, check the AND operation. The result must fit condition B and C.
  • Second, combine it with condition A. The result must fit either A or the result of the AND operation.
• (A OR B) AND C:
  • First, check the operation between parentheses. The result must fit either condition A or condition B.
  • Second, combine it with condition C. The result must fit condition C and the result of the operation between parentheses.

Create an advanced filter

You can create an advanced filter so that only the assets you need are shown in a view.

Steps

1. Go to a table or set of tiles for which you want to create an advanced filter.
2. Click to open the filter pane.
3. In the filter pane, click Edit.
   Tip If the Switch to advanced button is shown, click it.
4. Click Edit Filter.
5.  Specify the filter criteria.
   Tip 

   • You can add multiple criteria using Add a FilterAdd filter criteria.
   • The Include specializations checkbox, which appears when you select an asset type in a filter, allows you to also include children of the selected asset type.
6. In the Filter ruleFilter Formula field, specify how you want the filter criteria to be interpreted.
7. Click Apply.