Adding Filters in White Cup BI

Overview

The filtering experience in White Cup BI reports has been updated to provide greater flexibility and make filtering more intuitive.

With the filtering tools, you can:

• Filter reports using one or multiple columns
• Apply multiple values to a filter
• Combine filters using AND or OR logic
• Create filter groups for more advanced filtering scenarios

Filters allow you to narrow down report results so you can focus on the most relevant data.

How to Add Filters to a Report

1. Open a White Cup BI report.

2. Click the Filter icon (the funnel icon) in the top-left corner of the report.

   

3. Click Add New Group to begin adding filters.

   

4. Select the column you want to filter from the dropdown list.

   Note: The dropdown only displays columns that are currently included in the report. A column must exist in the report in order to filter on it.

   

5. Choose a comparison operator and enter the value you want to filter by.

   Example:

   • Column: Revenue
   • Condition: Is Greater Than
   • Value: 100000

6. Click Apply to apply the filter to the report.

   

Identifying When a Report Is Filtered

When a report has active filters, the word Filtered will appear at the end of the report breadcrumbs.

You can click Filtered to quickly remove the active filters.

Undoing Filter Changes

If you remove filters and want to restore them, you can click the Undo button to revert the change.

Adding Multiple Filters

You can apply more than one filter to a report.

1. Add your first filter.
2. Click the Add button to create another filter.
3. Select the column and filtering condition.

This allows you to narrow your report results using multiple conditions.

Filtering on Multiple Values

Some comparison operators allow you to filter by multiple values.

For example, if you choose the operator Is Equal To, you can add several values to include in the filter.

1. Enter a value.
2. Click the "+" button to add it to the list.
3. Repeat for additional values.

Using AND / OR Logic

Filters can be combined using AND or OR logic.

To change the logic between filters:

• Click the AND / OR toggle
• Or click the gray bar between filters

Example

AND Logic

• Revenue > 100000
• AND
• Region = Midwest

Both conditions must be true for a record to show up in the report. 

OR Logic

• Revenue > 100000
• OR
• Region = Midwest

Either condition must be true for a record to show up in the report. 

Note: All filters within the same group must use the same AND or OR logic.

Using Filter Groups

If you want to combine both AND and OR logic, you can create multiple filter groups.

1. Click Add New Group.
2. Add filters inside the new group.
3. Toggle the AND / OR logic between groups.

Filter groups allow you to create more advanced filtering logic for your reports.

Frequently Asked Questions

Why don’t I see the column I want to filter?

Only columns that are currently included in the report can be used as filters. If a column is not visible in the filter list, it must first be added to the report.

How do I know if a report has filters applied?

When filters are active, Filtered appears at the end of the report breadcrumbs.

How do I remove filters?

Click Filtered in the breadcrumbs to remove all active filters.

Can I undo removing filters?

Yes. Use the Undo button to restore the previous filter settings.

Can I use both AND and OR logic in the same filter?

Yes. To do this, create separate filter groups and apply different logic to each group.