🔍 Filters Overview

Filters are an essential feature in the Insights section, allowing users to organize and refine data across different visualization options outlined in the Insights article.

Filter Screen

🛠️ Types of Filters

Filters come in several types, each designed for specific data comparisons:

Filter Type	Description
Normal	Comparison filters with a specific value.
Multiple Values	Compares a list of values (similar to IN and NOT IN in SQL).
Field to Field	Applies a filter on a field by comparing it to another field in the same KnowGraph.
Numeric Range	Filters data by checking whether the selected numeric field falls within a specified range.
Date Range	Filters data based on a date field within a given date range.
Logged-In ARPIA User	Filters data by comparing a KnowGraph field to the currently logged-in ARPIA user.
Global Variable from DataApp	Compares a field with a global variable previously configured in a DataApp screen.

🧪 Examples by Filter Type

The examples below use a fictional sales_orders KnowGraph with the following representative fields: order_id, customer_name, region, status, total_amount, discount_amount, order_date, sales_rep_email.

🔹 Normal Filter

Use case: Show only completed sales orders.

Business scenario: The Sales Director wants a dashboard widget that displays only the orders that have been finalized, ignoring drafts, pending approvals, or cancelled orders.

Setting	Value
Field	`status`
Operator	`Equal to (=)`
Value	`Completed`

SQL equivalent:

WHERE status = 'Completed'

💡
Other operators available: !=, >, <, LIKE, IS NULL.

🔹 Multiple Values Filter

Use case: Show orders only from selected priority regions.

Business scenario: The Regional Manager oversees three priority markets and wants the dashboard to display only orders from those regions, excluding all other geographies.

Setting	Value
Field	`region`
Operator	`IN`
Values	`North America`, `LATAM`, `EMEA`

SQL equivalent:

WHERE region IN ('North America', 'LATAM', 'EMEA')

💡
NOT IN variation: Use the same setup with the NOT IN operator to exclude those regions instead — useful for reports such as "all markets except our priority regions".

🔹 Field to Field Filter

Use case: Identify orders where the discount amount is greater than or equal to the total amount (data integrity check).

Business scenario: The Finance team suspects some sales reps are entering discounts incorrectly, resulting in orders with discounts equal to or larger than the order total. The dashboard should surface these anomalies automatically.

Setting	Value
Field A	`discount_amount`
Operator	`>=`
Field B	`total_amount`

SQL equivalent:

WHERE discount_amount >= total_amount

💡
Why it matters: Field to Field filters compare two columns from the same KnowGraph row. They are powerful for validation, ratio analysis, or any condition where the threshold is dynamic per record.

🔹 Numeric Range Filter

Use case: Show only mid-tier orders (between $1,000 and $10,000).

Business scenario: The Marketing team is segmenting customers by purchase size to design a targeted email campaign for mid-tier buyers — large enough to be valuable, but not in the enterprise tier handled by direct account managers.

Setting	Value
Field	`total_amount`
Minimum	`1000`
Maximum	`10000`

SQL equivalent:

WHERE total_amount BETWEEN 1000 AND 10000

💡
Tip: Numeric ranges are inclusive on both ends. Combine them with other filters for tier-based reporting (small / mid / enterprise).

🔹 Date Range Filter

Use case: Show orders placed during the second quarter of 2026.

Business scenario: The CFO requests a Q2 performance report. The dashboard should automatically filter all visualizations to show only data within that quarter.

Setting	Value
Field	`order_date`
Start date	`2026-04-01`
End date	`2026-06-30`

SQL equivalent:

WHERE order_date BETWEEN '2026-04-01' AND '2026-06-30'

💡
Dynamic options: ARPIA also supports relative date ranges such as Last 7 days, Last 30 days, Year to date, and Current month — ideal for live dashboards that should always reflect the most recent activity.

🔹 Logged-In ARPIA User Filter

Use case: Show each sales representative only the orders assigned to them.

Business scenario: A single dashboard is shared with the entire sales team, but each rep should only see their own performance. Instead of building one dashboard per user, a Logged-In User filter personalizes the view automatically.

Setting	Value
Field	`sales_rep_email`
Operator	`=`
Value	`{logged_in_user.email}`

SQL equivalent (conceptual):

WHERE sales_rep_email = CURRENT_USER_EMAIL()

✅
Best practice: Use this filter for row-level security scenarios — sales pipelines, expense reports, ticket queues, performance metrics — where each user must only see records that belong to them.

🔹 Global Variable from DataApp Filter

Use case: A DataApp screen has a region selector at the top. All charts on the screen should react to the selected region.

Business scenario: The Operations team uses a single DataApp page with a dropdown labeled "Select Region". Whenever the user picks a different region, every visualization (sales chart, top customers table, KPI cards) updates immediately based on that selection.

Setting	Value
DataApp variable	`$selected_region`
Field	`region`
Operator	`=`
Value source	`{globalVar.selected_region}`

SQL equivalent (conceptual):

WHERE region = :selected_region

💡
Why this is powerful: Global Variables turn static dashboards into interactive applications. One filter definition is reused across many widgets, and the user controls all of them through a single input on the DataApp screen.

📊 Side-by-Side Comparison

Filter Type	Example Field	Example Condition	Best For
Normal	`status`	`= 'Completed'`	Single static value comparison
Multiple Values	`region`	`IN ('NA', 'LATAM', 'EMEA')`	Whitelisting / blacklisting
Field to Field	`discount_amount` vs `total_amount`	`>=`	Validation, ratio comparisons
Numeric Range	`total_amount`	`BETWEEN 1000 AND 10000`	Tiering, segmentation
Date Range	`order_date`	`BETWEEN '2026-04-01' AND '2026-06-30'`	Period-based reporting
Logged-In User	`sales_rep_email`	`= CURRENT_USER`	Row-level security
Global Variable	`region`	`= $selected_region`	Interactive DataApps

💡 Key Takeaways

Normal and Multiple Values filters are ideal for comparing static values.
Field to Field filters allow more dynamic comparisons within KnowGraphs.
Range filters (numeric and date) help refine data by specific ranges.
User-specific filters personalize data for the currently logged-in user.
Global Variables allow filters to pull data from application-defined variables, enhancing flexibility in DataApps.

Filters

🔍 Filters Overview

🛠️ Types of Filters

🧪 Examples by Filter Type

🔹 Normal Filter

💡
Other operators available: `!=`, `>`, `<`, `LIKE`, `IS NULL`.

🔹 Multiple Values Filter

💡
NOT IN variation: Use the same setup with the `NOT IN` operator to exclude those regions instead — useful for reports such as "all markets except our priority regions".

🔹 Field to Field Filter

💡
Why it matters: Field to Field filters compare two columns from the same KnowGraph row. They are powerful for validation, ratio analysis, or any condition where the threshold is dynamic per record.

🔹 Numeric Range Filter

💡
Tip: Numeric ranges are inclusive on both ends. Combine them with other filters for tier-based reporting (small / mid / enterprise).

🔹 Date Range Filter

💡
Dynamic options: ARPIA also supports relative date ranges such as Last 7 days, Last 30 days, Year to date, and Current month — ideal for live dashboards that should always reflect the most recent activity.

🔹 Logged-In ARPIA User Filter

✅
Best practice: Use this filter for row-level security scenarios — sales pipelines, expense reports, ticket queues, performance metrics — where each user must only see records that belong to them.

🔹 Global Variable from DataApp Filter

💡
Why this is powerful: Global Variables turn static dashboards into interactive applications. One filter definition is reused across many widgets, and the user controls all of them through a single input on the DataApp screen.

📊 Side-by-Side Comparison

💡 Key Takeaways

🔍 Filters Overview

🛠️ Types of Filters

🧪 Examples by Filter Type

🔹 Normal Filter

💡Other operators available: !=, >, <, LIKE, IS NULL.

🔹 Multiple Values Filter

💡NOT IN variation: Use the same setup with the NOT IN operator to exclude those regions instead — useful for reports such as "all markets except our priority regions".

🔹 Field to Field Filter

💡Why it matters: Field to Field filters compare two columns from the same KnowGraph row. They are powerful for validation, ratio analysis, or any condition where the threshold is dynamic per record.

🔹 Numeric Range Filter

💡Tip: Numeric ranges are inclusive on both ends. Combine them with other filters for tier-based reporting (small / mid / enterprise).

🔹 Date Range Filter

💡Dynamic options: ARPIA also supports relative date ranges such as Last 7 days, Last 30 days, Year to date, and Current month — ideal for live dashboards that should always reflect the most recent activity.

🔹 Logged-In ARPIA User Filter

✅Best practice: Use this filter for row-level security scenarios — sales pipelines, expense reports, ticket queues, performance metrics — where each user must only see records that belong to them.

🔹 Global Variable from DataApp Filter

💡Why this is powerful: Global Variables turn static dashboards into interactive applications. One filter definition is reused across many widgets, and the user controls all of them through a single input on the DataApp screen.

📊 Side-by-Side Comparison

💡 Key Takeaways

💡
Other operators available: `!=`, `>`, `<`, `LIKE`, `IS NULL`.

💡
NOT IN variation: Use the same setup with the `NOT IN` operator to exclude those regions instead — useful for reports such as "all markets except our priority regions".

💡
Why it matters: Field to Field filters compare two columns from the same KnowGraph row. They are powerful for validation, ratio analysis, or any condition where the threshold is dynamic per record.

💡
Tip: Numeric ranges are inclusive on both ends. Combine them with other filters for tier-based reporting (small / mid / enterprise).

💡
Dynamic options: ARPIA also supports relative date ranges such as Last 7 days, Last 30 days, Year to date, and Current month — ideal for live dashboards that should always reflect the most recent activity.

✅
Best practice: Use this filter for row-level security scenarios — sales pipelines, expense reports, ticket queues, performance metrics — where each user must only see records that belong to them.

💡
Why this is powerful: Global Variables turn static dashboards into interactive applications. One filter definition is reused across many widgets, and the user controls all of them through a single input on the DataApp screen.