How do I use Zerion Dataflow filters?

Zerion Dataflows

Filters help you organize and prepare data for display, as well as preventing actions from executing unless certain criteria are met. You will find filters on all actions, as well as the data refining processes (Transformation and Aggregation).

ZERION TIP: A common use case is to have a single RecordSet catch all of the raw data, and one-to-many RecordSets branching off with different filters applied.

To create a Zerion Dataflow filter, please follow the instructions below.

STEP 1. Create a new Dataflow with two RecordSets.

gnosiz data filters

STEP 2. Click the Data Refinery drop-down menu (A) and select New Filter (B).

gnosiz data filters

STEP 3. Click the Sample Data tab.

gnosiz data filters

STEP 4. To create a filter, copy the sample data below and paste it into field show in the image.

"ID": "21670",
"industry": "Facility Management ",
"number_of_users": "50-249"

gnosiz data filters

STEP 5. Click the Config tab (A) and set a filter for the "number_of_users" value, looking for entries that match our sample data (B).

gnosiz data filters

STEP 6. Configure the values you want returned in the filtered recordset.

PLEASE NOTE: In this example, we want all of the values, so we simply put record to return everything.

gnosiz data filters

STEP 7. Click the Preview tab (A) and select Run Preview (B).

This will test the filter code and return results.

gnosiz data filters

STEP 8. Click Submit to save the filter. Now only data which matches the search criteria will pass into this recordset.

gnosiz data filters

  • You may find that your preview result looks like the image below.

gnosiz data filters

The is the result returned when the sample data doesn't pass the filter criteria. Please check the sample data and your filter to ensure everything matches.

  • You may have one-to-many filters which branch off from the main recordset like the sample below. Try different layouts to find the solution that best matches your needs.

gnosiz data filters

Please note, the following video references the term, Gnosiz.  That's just Zerion speak for Dataflows.  We're working to get these videos updated, but in the meantime, remember: Gnosiz equals Zerion Dataflows.


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