Filtering data

You can filter data to refine your view of your organization. You can use basic filters or add expressions to fine-tune your filter. Filtering is available on many of ChartHop's pages.

Filter icon
Filter icon

Creating a filter

You can choose from a few popular fields when creating a basic filter. Basic filters allow you to filter by the following:

  • Jobs
  • Employment status
  • Role type
  • People changes

To build more complex filters, you can add expressions based on your organization's structure or rules based on field values. For example, you could build a filter that lists all people who are managers, who have more than three direct reports, and are in the sales department, as shown below.

Filtering example
Filtering example

To create a filter:

  1. Select the filter icon at the top of a page to view the Filters dialog box.
  2. In the Filters dialog box, select one or more of the check boxes shown to start building your filter. If you don't want to use any of the common fields, leave the check boxes blank.
  3. Add an Org structure rule. Choose a filter from the Choose drop-down list, choose an operator, and then choose a value. For example, Managed Persons is at least 3 will return all people who have at least three direct reports.
  4. Add a field rule to include additional fields in your filter that are not included in the lists above. For example, you can select Department and then enter the name of the department that you want use to filter.
  5. Optionally, you can select Add rule to use multiple rules for your filter. When you use multiple rules, you need to choose between using an AND operator which means both rules have to be met or an OR operator which means either rule can be met.
  6. Select outside of the Filters dialog box to save your changes and view your results.

Use the Trash can icon to delete a rule you don't need

Using Carrot queries to filter

You can build queries with Carrot, ChartHop's query language, to configure filters that are more complex than what you can do with the Filters dialog.

You can enter queries in the Search box which available on most ChartHop pages. Learn more.

Carrot query box
Carrot query box

Updated 09 May 2022
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