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Adaptive Planning
Last Updated: 2026-02-20
Create Advanced Filters for Staging Tables

Create Advanced Filters for Staging Tables

  • Import your Salesforce structure.
  • Security:
    • Integration Operator
       permission.
    • Data Designer
       permission.
You can use advanced filters to see specific rows that otherwise wouldn't display in the default view of the staging tables. Staging tables display:
  • The top 100 rows by default.
  • A maximum of 1000 rows.
Changing filter properties changes the preview. The filters don't change the data:
  • In the staging area.
  • That loads from the data source into the loaders.
  1. Select
    Integration
    Design Integrations
     from the main menu.
  2. Expand
    Data Sources
    .
  3. Select your data source.
  4. In the tab of the
    Tables to Import
     section, select
    Advanced Filters
     to expand the section.
  5. Add filters:
    Option Description
    Distinct Rows
    (Optional) Select to evaluate this data during import and filter out any exact duplicates. This process ensures that you only import unique, distinct rows into the target sheet or model.
    Max Rows
    Enter the number of rows that you want to display in the preview. You can display up to 1,000 rows.
    Columns
    Hide and display columns in the preview. Hiding columns from the preview doesn't remove them from the staging table.
    Enter SQL Filter
    Enter SQL expressions to restrict rows in the preview. Select
    Apply
     to check the SQL syntax of the filter.
  6. Click
    Preview data
     to preview the data.
  7. (Optional) Click
    Remove filter
     to start a fresh view.
  8. Select
    Save
     to update the data source.