Once you have selected the fields you want for a table, chart or scorecard, you might want to refine the data to show a selection of data. For example, you might want to see a list of sales from one particular broker, or a list of yachts built in the past five years. Let's walk through the different filtering options available for different fields. 

Filters are available in the right-hand menu. You can see a filter icon next to each field. Hovering over a filter with change the colour from grey to black, and you will see a black border around the filter box:

When you click on a filter you will see a popup giving you the filter options for that field:

You can only save a filter once you have chosen a valid value for the filter. Until then, the Save button will be greyed out. It will turn black with a valid value:

Metrics are numbers, and there is only one filtering option available. Let's look at Length Overall as an example. First, select the field you want to filter from the fields list:

The filtered field will turn black, and the selected field will appear in a popup in your main workspace:

Click on the dropdown and you will see the options available:

You only need to enter one value for 'is less than or equal to' and 'is greater than or equal to'. Once you have entered a valid number you will see the Save button turn black. For example, this filters for yachts greater than or equal to 30 metres in length:

Once you have selected Save you will see the result in the table change to reflect the filter applied.

If you want results between two values then select 'is between', and enter the values required. Here's how you would filter for yachts between 30 and 70m:

If you sort the table below in ascending or descending order, you will see that the results now match the filtered values:

All filters that you apply appear above the widget data table, and you can use the 'Edit' function to change the parameters at any point. If you want to remove a filter, simply hover over it and you will see it turn red. Select the 'X' to remove: 

There are different filtering options available for dimensions (text fields) depending on the type of dimension. This is usually based on the number of different possible results. Let's go through them from least results to most results:

If there are only two possible results, or occasionally when there are only a few results, you will be given a binary option, where you can only select one filter:

Longer lists use multi-picker lists, where you can select multiple items using checkboxes. These work as 'item 1' OR 'item 2', and will match results containing ANY of these values. Here's an example using Builders:

You can search for names using the search box, and it will locate any text strings containing the text you enter:

If you select 'Abeking & Rasmussen' and 'Heesen' then you will see both names matched and appearing in the filter details:

You can choose as many multi-picker options as you require. 

Some fields only permit a text search. This is used when there are too many options for a multi-picker, such as Yacht Name or Engine Type. This field will search for a text string, and return any results containing a match for the text string in the chosen field. For example, let's search for yachts called 'My Way':

You will see the table below update to show the correct results:

There are three types of date field - date, year and month. Year and month fields are treated as multi-picker fields. Here's Delivery Month:

However, the full Date fields are treated differently, and give you much more control over results, as well as the option to compare date ranges. There are five options available, shown below:

The 'is on or before' and 'is on or after' options work in a similar way to the metric filters, and will simply show you results 'on or before' or 'or or after' the date you choose. We use 'Month Year' e.g. Jan 2018 as the basis of all dates, so you are choosing either before that month, or from the start of that month onwards.

The 'is between' option gives you the most control over your date range, and when you are building a chart allows you to compare date ranges (n.b. this option is not yet available on tables and scorecards). Let's look at a simple example using a chart calculating the average LOA of motor yachts vs. sailing yachts in the BOATPro database (see How to calculate and aggregate fields for help creating this):

Now we are going to compare yachts built in 2018 with yachts built in 2017. Using the date picker, select the first and last month of 2018:

Once the filter is applied you will see a 'Compare' option appear next to the date field filter:

Choosing 'Compare' will open a popup, and you can choose an option from the dropdown menu:

We can compare automatically with the same period in the previous year, a previous period (useful for comparing 3 month or 6 month intervals - e.g. last quarter's sales vs. previous quarter), or a custom period (useful for comparing across other years). Let's choose 'previous year'. We can see the comparison date range appear in the filter, and the chart updates to show both date ranges with their date parameters:

You can combine multiple filters of different types in order to find the data you need. Here's a more complex example using all the different filter types:

This searches for motor yachts between 30 and 50m, built between 2008 and 2018 in Italy or the Netherlands, with an MTU engine and containing the word 'sea' in the yacht name.