.. _filters:

Filters
================================================

In charting, the most common method of filtering is by creating a filter for that chart specifically:

.. image:: images/filters/filter-top-chart.gif

.. note:: The ability to see the most frequent values as shown in the screenshot above may be only for higher tiers of subscription in the future.

Filter conditions
--------------------------------

.. image:: images/filters/filter-top-chart-conditions.gif

In each condition, there are three parts (the above screenshot is from the top of chart):

1. The field to apply. This can be any field that you have added into Content Chimera.
2. The operator.
3. The value to compare.

These are the possible operators:

.. csv-table:: Filter Operators
   :file: csv/filter_operators.csv
   :widths: 15, 15, 70
   :header-rows: 1

† These are only available in shared filters.

Where filters are used
-----------------------

Filters are used in two places:

* Charting (restricting what content is represented in the chart)
* Rules (defining what conditions

A third place is filtering what URLs get crawled, but this has not yet been exposed in the front end.

.. note:: There is a slight difference between how filters are applied in charting and rules. Charting filtering is applied in database queries and the rules are applied in memory.

Shared filters
--------------

.. note:: Before chart-specific filters were added in October 2022, the *only* kind of filter was a shared filter. Shared filters may become depricated. For now, you can use a shared filter that has already been created, but you cannot add a new shared filter.

Filters can also be shared. Shared filters are managed under advanced settings.

.. image:: images/filters/shared-vs-chart-specific-filters.png

This is an example of editing a shared filter:

.. image:: images/filter-example.png

In the above example, there are two conditions (they *both* must be true for the filter to apply: 1) the folder = articles and 2) Has Tables = yes.

.. note:: Be careful with shared filters. Since they can be used across rules and charting, if you change a filter in one place it can affect the other.

Last updated 20 October 2022.