How To Create Criteria Using Filter Builder

Criteria or Filter Bulders are located at the bottom left of the main grid or within the Smart Plan configuration. There are primarily two kinds of criteria: Conditions and ‘AND’ or ‘OR’ operators. 

Filter Builder Examples

Example 1:

In the figure above: 

• There is one group with an AND operator. 
• There are two conditions.

Since the group uses AND, both conditions must be satisfied to create balanced territories. This means that the shipping state should be Kansas, and the number of employees should be greater than 1000. If either of these conditions is not met, the accounts will not be included in the territories.

Example 2:

The first AND group specifies that the accounts must have a shipping state of Kansas. Then, the second AND group specifies that the annual revenue should be greater than 100000 and the number of employees should be greater than 1000, OR the number of employees should be less than 100. This can be represented as:

([fio_shippingState] Equals 'Kansas') AND (([fio_annualRevenue] Is greater than '1000000') AND (([fio_numberOfEmployees] Is greater than '1000') OR ([fio_numberOfEmployees] Is less than '100'))).