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Visual Designer

Filter

Use Filter to keep the rows that match a condition, or review the rows excluded by that condition. For example, keep completed orders before calculating revenue by region.

Configure a basic filter

  1. Connect Filter after a configured source or transformation.
  2. Select the node and choose Basic Filter.
  3. Select a column. The available conditions follow its data type.
  4. Choose a condition and enter or select the matching value.
  5. Inspect the preview, then run the workflow when the rule is ready.

For the Sales Orders example, select status, choose equals exactly, and select completed.

Choose a condition

Column typeConditions you can use
TextExact matches, lists of values, contains, starts with, ends with, and empty-value checks
NumberEquals, greater or less than, inclusive comparisons, a range, and empty-value checks
DateOn, before, after, inclusive comparisons, a date range, and empty-value checks
BooleanYes or No

The text value picker helps you select values already present in the upstream data. For a range, enter both endpoints. Empty-value conditions check for a missing value and require no comparison value.

Combine conditions

Connect multiple Filter nodes in sequence when you want each rule to stay visible on the canvas. For example, keep completed orders in the first Filter and orders above a revenue threshold in the second.

For an expression, choose Advanced Filter. It accepts a SQL boolean expression evaluated for each row, including combined conditions:

status = 'completed' AND revenue >= 1000

Use the column names produced by the upstream tool. Quote case-sensitive or spaced names with double quotes, and review the preview after editing an expression. Values selected through Basic Filter are passed as query parameters.

Review excluded rows

Enable Return non-matching rows instead to inspect the other side of the rule. This is useful for reviewing cancelled orders or records outside an expected range. Place two Filter nodes after the same source with opposite settings to inspect both sets of rows.

Next, use Aggregate to turn the filtered rows into totals.