Coefficient imports can pull in a good amount of data from a connected source - putting filters in place on those imports will allow you to keep the imports focused and objective in your analysis.
How to Add a Filter to Your Coefficient Import?
Coefficient Filters vs. Google Sheets Filters vs. Excel Sheets Filters
How to Add a Filter to Your Coefficient Import?
Example: Add filter(s) to an existing Salesforce Opportunity import to capture only the Forecast that is in the category “Pipeline”.
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1. Open the Coefficient Sidebar and select the import you would like to edit, “Opportunity”. |
2. Scroll down to “Filters” and select “Add Filter”.
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3. Select the "Forecast Category" field and choose “is one of”. Select "Pipeline" from the list of values, then click “Save & Run”. |
4. Your Opportunity import will now only reflect “Pipeline” records from Salesforce. 🎉
ℹ️ NOTE: Depending on the data type of the field you are using as a filter, you may need to adjust the logic being added to it. In our example, we selected “is one of” since the Stage field is a picklist type of data in Salesforce. You can filter by Number, Text, Date, Boolean, Picklist, and Multi-Picklist.
Filtering Logic and Limits
When incorporating 2 (or more) filters into your import, you now have the flexibility to employ AND/OR logic. It's important to be aware that the data source API might impose restrictions on the number of filters or their application. If you encounter any issues or errors related to the filters during your import, feel free to contact our Support team at support@coefficient.io for assistance. Check out the dedicated integration article for more information on filters/limits.
Dynamic Filters
Dynamic Filters allow you to point your filter value to a specific cell on your spreadsheet and constantly change the cell value without making any changes to your import settings. This allows for additional flexibility and granularity with your imports. 😎
Example: We will use the same Salesforce Opportunity import and add a dynamic filter to capture only the Opportunities with Amounts≥ $15,000.
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1. In a new sheet, add the value 15,000 to cell A1. |
2. Open the sidebar, select the import “Opportunity” and add a filter. Then, select “Amount” and enter “Filter Sheet”!A1 in the value box. Save and run your import, and the data will filter based on A1. |
3. Congratulations on creating your first Dynamic Filter using Coefficient. Anytime you want to adjust the value of the import results, update the value in A1 and refresh your import. 🎉
Coefficient Filters vs. Google Sheets Filters
Coefficient Filters
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Coefficient Filters enable you to import only the data you need for analysis, ensuring your tab or sheet remains focused and lightweight. This approach helps you stay within Google Sheets' limitations by keeping the data size manageable and aligned with your specific goals and purposes. |
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Google Sheet Filters
Google Sheets Filters provide the flexibility to include more data, enabling comprehensive and in-depth analysis. By allowing you to filter and focus on relevant information, they enhance your ability to manage and analyze larger datasets effectively.
To learn more about Google Sheets filters, click here.
Excel Sheet Filters
Microsoft Excel's Filters offer the flexibility to include all necessary records or focus on specific data points, enhancing the depth and precision of your analysis. This feature streamlines your data management, making it easier to create detailed dashboards and perform comprehensive analyses.
To learn more about Microsoft Excel filters, click here.