Now that you know how to build a basic population, let's really get down into the details. We went through how to do basic filtering, and now we're going to really flex our filtering muscles and see what all we can do.
In the "Select Field" dropdown, you will notice there are more table options than just the table your population is created from. This is because we let you filter on a number of tables that are connected to your main data source table. This means you can filter down your Accounts by things like contact information, Opportunity size, or even Account Executive name. Let's see how it's done.
Select any of the tables to expand them and see all of the available fields. You can always type directly in the dropdown to search as well.
Depending on the field you select, there will be different operators available to you.
Adding Multiple Filters
To add multiple filters, click the blue plus sign to the very right of your filter. This will add a new line with a new filter on it.
You can combine each filter with either "and" or "or" by selecting one in the dropdown on the far left, giving your more flexibility in structuring your filter logic.
You can add any number of filters.
There are different options available to you as operators depending on the type of field that you choose. If you are filtering on a numeric field, you will be given options like "greater than" or "less than or equal to", whereas on a text field your options will be "is" or "is not", among others. We also offer a datepicker for date fields.
Contains / Does not Contain
To achieve the contains / does not contain logic, you can use our "nested ors". When you have "is" or "is not" selected, you'll notice an "or..." button to the right of the filter. Click "or..." to build up a list of items to include or exclude from your filter.
Click the red circle to the right of a filter to remove it. Don't worry, only that one line will be removed, the rest of your filters are safe and sound.
The filter logic is based on an order of operations where "and" is for multiplying, and "or" is an addition. Anything connected by "and" is its own parenthetical, and you can group together a series of "or" filters to add on more fields. When trying to accomplish something like "A and (B or C)", the Crossbeam logic would reflect "(A or B) and (A or C)." The below example is filtered for Customers that are in EMEA, or Customers that closed on or after 1/1/2020.