In such cases, the following dialog box appears, indicating that the Filter and/or Alternate Code Filter are no longer valid:Īt this point, you can choose to accept or reject the document property changes: This operator includes clients with no assigned alternate categories, whereas the "is not equal to" operator omits clients with no assigned alternate categories.įor example, if you want an expression such as: " 'All clients that are not assigned to a category, CATEGORY3' OR 'All clients that have no assigned alternate categories' ", you can select:Ī valid filter can become invalid when you change the following document properties: Document Type, Format, or Grouping. If you want to compare alternate category codes that are not assigned to clients use the "is not assigned to" operator. When creating filters using the 'Client Alternate Category' table an additional operator, "is not assigned to", is available.
For example, if you wanted to use 'GST', but not 'PST', you would select: If you want to perform a comparison using "does not contain" or "is not equal to", SQL requires two expressions. Note that expressions cannot be edited directly in the Filter pane. To edit an existing expression, highlight an expression in the upper panel and edit it as necessary.To delete more than one expression, highlight the first line, press the CTRL key and highlight the last line.To delete an expression, highlight the expression and click the Delete button.To delete a bracket, highlight the line and click the ( or ) button while pressing the CTRL key.Click the OK button to close the editor and enter the filter in the Document Properties dialog.To group expressions, select the line you want to add brackets to and click the ( and ) buttons.To add another expression to the equation, in the Expression pane highlight the new line and click the AND or OR buttons.If you have made a mistake, this gives you a chance to correct the expression. For best practices, click the Validate button.If an error is detected while inputting, an error message will appear to alert you to the problem. Notice once you select this the expression appears in the lower Filter pane. Click Comparison and select a logical expression.If you have just entered the dialog, the Table field is already activated to start creating an expression.As you make your selection, the next selection is activated and its drop-down list populated with applicable choices. The dialog guides you to build equations. You can build simple or complex equations using information from as many SQL tables as you like. Each expression in the equation is built in the upper half of the screen and displayed in the Filter pane once it is complete.
Use this dialog to build filter equations easily.
Granted, I have not used the tool that long so these are just my first impressions.You are here: Help Topics > The Document Manager > Working with documents and folders > Filtering documents Equation Editor
No disrespect to Alteryx, but at this stage of my using the tool, I have not seen any Alteryx features that would justify the additional cost for adding another software package to my arsenal. ACL and IDEA also has more fuzzy matching functions than Alteryx.
I am considering adding Alteryx to my toolkit and I would like to hear from people in the community who have used these tools and I would like to possibly see some recommendations for Alteryx in terms of things that it can do that ACL or IDEA cannot do.Īt this point, to be honest, I am finding both ACL and IDEA to be much more intuitive and easier to use and I already have found several features that ACL and IDEA has that Alteryx does not (the ability to import PDF files easily and the ability to do side by side fuzzy matching with two separate datasets). I am an established ACL and IDEA user and I have my own company where I do data analytics training and consulting with both tools.