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Filter Operators

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Summary
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Previous: Filter Reports

Filter Operators

Operator

Uses

equals

Use for an exact match; for example, "Created equals today."

less than

Use when you want results that exceed the value you enter; for example, "Quota greater than 20k" returns records where the quota amount begins at 20,000.01.

less or equal

Use for results that match or are less than the value you enter.

greater or equal

Use for results that match or exceed the value you enter.

not equal to

Shows results that don't have the value you enter. This is especially useful for eliminating empty fields; for example, "Email not equal to ."

contains

Use for fields that include your search string but might also include other information. For example, "Account contains california" would find California Travel, California Pro Shop, and Surf California. Keep in mind that if you enter a short search string, it may match on a longer word. For example, "Account contains pro" would find California Pro Shop and Promotions Corporation.

does not contain

Eliminates records that do not contain the value you enter; for example, "Mailing Address Line 2 does not contain P. O. Box."

When specifying filter criteria on roll-up summary fields, does not contain uses "or" logic on comma-separated values. On list views, reports, and dashboards, does not contain uses "and" logic.

starts with

Use when you know what your value starts with, but not the exact text. This is a narrower search term than "contains." For example, if you enter "Account starts with california" you would find California Travel and California Pro Shop, but not Surf California.

includes

Available when you choose a multi-select picklist as the selected field. Use this operator to find records that include one or more of the values you enter.

For example, if you enter "Interests includes hockey, football, baseball" you would find records that only have hockey selected as well as those that have two or three of the values entered. Results do not include partial matches of values.

excludes

Available when you choose a multi-select picklist as the selected field. Use this operator to find records that do not contain any values that match the ones entered.

For example, if you enter "Interests exclude wine, golf" your report lists records that contain any other values from that picklist, including those that are blank. Results do not include partial matches of values.

between

Available for dashboard filters only. Use to filter on ranges of values. For each range, the filter returns results that are greater than or equal to the minimum value and less than the maximum value.

For example, if you enter "Number of Employees between 100 and 500," your results include accounts with 100 employees up to those with 499 employees. Accounts with 500 employees aren't included in the results.

within

Available when you create list views based on a Geolocation custom field. Shows results that are within the specified radius from a fixed latitude and longitude. For example, if you enter "Warehouse location within 50 miles 37.775° -122.418°," your list view includes all warehouses within a 50-mile radius of San Francisco, California.

 
Next: Summarize report data with formulas

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