how to use filter logic in salesforce report

What is filter logic in Salesforce?

Filter logic is a powerful tool that lets you modify the way filters interact with your report. Use filter logic to group, partition, and even exclude filter elements from a report with everyday language like AND, OR, & NOT. With the Lightning Report Builder, intelligent and comprehensive filtering options are just a few clicks away!

How do I use filter logic in list view?

After you Specify Filter Criteria while creating a List View or Report, enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, OR matches only Filter 3.

How do I create a customer filter in Salesforce?

Search for Type in Add filter... search box and select it. In the Operator field, select contains from the drop-down menu. Type customer in the value field. Click Apply. Note: Annual revenue is two million (six zeros). In the Filters pane, click the arrow next to Filters and click Add Filter Logic.

What is the filter logic for SFDC?

Filter logic says “1 AND 2 AND (3 OR 4)”. This ensures SFDC applies the first two filters along with the third OR the fourth.

How do I add a filter to a Salesforce report?

Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.

How do I apply multiple filters in Salesforce report?

3:234:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFor those with more than a thousand employees open the more options menu and select add filter logicMoreFor those with more than a thousand employees open the more options menu and select add filter logic.

How do I filter multiple values in Salesforce?

If you would like to add multiple values to a filter value, simply use a comma to separate the values. For each filter, you can enter special values based on the field type for that particular filter. Some items you need to know related to the report filter are as follows: The filter value is case-insensitive.

How many filters can a salesforce report have?

20 field filtersIn Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.

How do you filter a report?

Filter data in a reportRight-click any last name, and click Text Filters > Begins With.Enter “L” in the box that appears, and click OK. Access applies the filter, and now you can print the report with just that data.

What is the difference between a filter and a cross filter in Salesforce?

Use cross filters to filter a report by an object's child objects using WITH conditions. For example, filter a report to show just accounts with cases. Use cross filters to filter a report by an object's child objects using WITHOUT conditions. For example, filter a report to show just contacts without activities.

How do I filter blanks in Salesforce report?

0:064:18Filter Out Blanks in List Views, Reports, Automation Rules, and Formula ...YouTubeStart of suggested clipEnd of suggested clipSo pick the field that you want to base this filter on in my case it's the industry field and so nowMoreSo pick the field that you want to base this filter on in my case it's the industry field and so now i just say you know do i want the field to equal or not equal.

What is field filter in Salesforce?

Field-to-field filters let you filter a report by comparing the values of two different report fields. For example, see cases modified after closing date by filtering on cases with a last modified date after the closed date.

How do I filter blank values in Salesforce report?

Filtering on Blank or Null Values To limit results to records that are blank or contain “null” values for a particular field, choose the field and the “equals” or “not equal to” operators, leaving the third field blank. For example, Amount equals returns records with blank amount fields.

How many filter can be used to filter a report to a page?

Report-level filters only apply to components using the default data source. If you include charts that use a different data source, you'll need to create a chart-level filter for that chart. A single component can have a maximum of 75 filters clauses.

Can you filter columns in Salesforce?

When setting up your filter, you can select a single column, multiple columns, or a custom range within and/or across columns. In any case, a filter menu will be placed at the top of each column within the range.

Can you add filter logic to cross filters Salesforce?

1:414:34How to Use Cross Filters (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipPick a filter condition that expresses what we want to find out in this case we'll use the withoutMorePick a filter condition that expresses what we want to find out in this case we'll use the without condition. You can see all the child objects of the account object here in this column. Select

Filter Logic A: (1 AND 2 AND 3)

If we use all AND logic the system will return No Prospect records because a Prospect can only have one Zip/Postal Code Value and this Logic is looking for a Prospect who's Zip/Postal Code is both "43215" AND "43214."

Filter Logic B: (1 OR 2) AND 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either "43215" OR "43214" and will also return ALL Prospects with a Market Segment of "Columbus" (regardless of their Zip/Postal Code).

Filter Logic C: (1 AND 3) OR (2 AND 3)

This Filter Logic will return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects in the "Columbus" Market Segment who's Zip/Postal Code is "43214."

Filter Logic D: (1 OR 2) NOT 3

This Filter Logic will return all Prospects with a Zip/Postal Code of either "43214" OR "43215" and will also return ALL Prospects with a Market Segment that is NOT "Columbus."

Filter Logic D: (1 NOT 3) OR (2 NOT 3)

This Filter Logic will return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43215" and will also return Prospects who are NOT in the "Columbus" Market Segment who's Zip/Postal Code is "43214."

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.

Use Report Filters

You can add up to 20 additional filters to a report directly in the Filters pane using the Add button or by dragging in fields from the Preview pane. In addition, you can also use filter logic using “and,” “or,” and “not” operators. Let’s meet the needs of your next stakeholder, the VP of Marketing, to see how filters and filter logic work.

Use Relative Dates

Instead of filtering data by calendar dates, such as Close Date > Jan 1, 2020, filter your report by a relative date: Close Date = THIS YEAR. Yes, Salesforce will understand this value!

Verify Step

You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.