Filters in Formulas

Filtering is a useful tool in formula building. It narrows down the search by making Plecto look for specific data in your data sources. Filter the number of won deals, missed calls, calls longer than 20 seconds, leads from a specific pipeline, orders from a particular shop, and so much more.

The available filtering options depend on the field type in your data source. A text field will have different filtering options than a number or date field. In general, there are five main types of fields you can find in a data source in Plecto: number, text, list, date, and Yes/No fields.

To add filters, you first need to add a data function component that does a calculation of your data (number of deals, sum of deal value, average call duration, etc.). Once you click + Add filter, you will see different icons that indicate what type of field you are about to select. To learn more about formulas, read our article on how to build formulas in Plecto.

Want to see how many calls are longer than 20 seconds? – Add a filter where the duration is greater than 20. Or, if you want to see the number of deals where the value is 1000 or less, add the is less than or equal to 1000 filter. Here are all the available filtering options for number fields:

• is
• is not
• is greater than
• is greater than or equal to
• is less than
• is less than or equal to
• is empty
• is not empty

Filtering on text fields is case sensitive. When applying filters to text fields, the text should match the way it appears in the data source. The available filtering options are the following:

• is
• is not
• contains
• does not contain
• starts with
• is empty
• is not empty

List fields are usually presented in the form of a dropdown. If you filter on a list field, all you have to do is select a pre-defined value (contrary to a text field where you have to type in the value yourself). The available filtering options on list fields are:

• is
• is not
• is empty
• is not empty

Date field means that the data source field contains a date (and usually also time). It could be the updated date, modified date, closing date, or any other. Date fields support the following filtering options:

• is empty
• is not empty

Yes/No fields have only two options – yes (also – true) and no (also – false). The available filtering options for Yes/No fields are:

• is true
• is false

Filtering in the advanced formula editor only requires you to add a filtering parameter. There's no distinction between the field types and the different filtering options in the advanced editor. The filtering options are the following:

• is | =
• is not | !=
• is less than | <
• is less than or equal to | <=
• is greater than | >
• is greater than or equal to | >=
• is empty | =""
• is not empty | !=""

• For example, if you want to count the number of outbound calls, you could use a formula like the one below.

• The formula below counts the number of deals (registrations) where the field Expected or actual close date is not empty.