Coefficient imports can pull in a good amount of data from a connected source - putting filters in place on those imports will allow you to keep the imports focused and objective in your analysis.
Example: Add filter(s) to an existing Salesforce Opportunity import to capture only the opportunities that are in the stage “Closed Won”.
From the sidebar, select the import you would like to edit, “Opportunity”.
Scroll down to “Filters(optional)” and select “Add Filter”.
Select the “Stage” field and choose “is one of”. Select “Closed Won” from the list of values, then click “Save & Run”.
Your Opportunity import will now only reflect “Closed Won” records from Salesforce. 🎉
<aside> 💡 Note: Depending on the data type of the field you are using as a filter, you may need to adjust the logic being added to it. In our example, we selected “is one of” since the Stage field is a picklist type of data in Salesforce. You can filter by Number, Text, Date, Boolean, Picklist, and Multi-Picklist.
</aside>
When incorporating 2 (or more) filters into your import, you now have the flexibility to employ AND/OR logic. It's important to be aware that the data source API might impose restrictions on the number of filters or their application. If you encounter any issues or errors related to the filters during your import, feel free to contact our Support team at [email protected] for assistance. Check out the dedicated integration article for more information on filters/limits.
Dynamic Filters allow you to point your filter value to a specific cell on your spreadsheet and constantly change the cell value without making any changes to your import settings. This allows for additional flexibility and granularity with your imports. 😎
Example: We will use the same Salesforce Opportunity import and add a dynamic filter to capture only the Opportunities with Amounts≥ $15,000.
In a new sheet, add the value 15,000 to cell A1.
Open the sidebar, select the import “Opportunity” and add a filter. Then, select “Amount” and enter “Filter Sheet”!A1 in the value box. Save and run your import, and the data will filter based on A1.
Congratulations on creating your first Dynamic Filter using Coefficient. Anytime you want to adjust the value of the import results, update the value in A1 and refresh your import. 🎉
