Reference: Filter Stages
You can convert filter conditions created in Basic mode to filter expressions in Advanced mode. If you switch back to Basic mode from Advanced mode, you need to define filter conditions again. Workday doesn't convert Advanced mode filter expressions to Basic mode filter conditions.
Edit Mode | Description |
|---|---|
Basic | This mode displays prompts to help you define filter criteria, creating filter conditions.
This mode is useful if you don't want to learn the details of the Prism Analytics expression language to write a filter expression manually. |
Advanced | This mode enables you to define the filter criteria by writing an expression (the filter expression). Filter expressions must evaluate to true or false.
This mode is useful if you want to write a filter expression that can’t be expressed in Basic mode. |
For information on how Workday handles NULL values when using a Filter stage, see Concept: NULL Values in Tables and Datasets.
Basic Mode
Define these options when you configure Filter stages in Basic mode:
Filter Stage Option | Description |
|---|---|
If All/If Any |
|
Filter Condition | Click Add Filter to add a new filter condition. Select a field and operator from the prompts, and then enter a value in the empty text field. Workday reads the value in the text field exactly as is. You don't need to add any quotation marks or escape characters for Text field types.
If the field you select is a currency field, you can enter an amount and select a currency code or select only a currency code. When the filter condition is configured as desired, click the Apply button to save the filter condition to the Filter stage. You can change the filter condition at any time by clicking its edit button.When adding a filter to the basic filter stage for an instance field type, and the instance that you're looking for is not available for selection, use the advanced filter and the instance_equals and instance_contains_any functions with the instance WID to apply your filter. Example: (INSTANCE_EQUALS([journal line], "041d606550cc9069b137e60dc1bbb7e9")) |
Advanced Mode
In Advanced mode, use the Prism expression language to write a boolean expression. Example:
TO_STRING([zip code]) LIKE("94*")
For more information and examples, see Reference: Boolean Expressions.
You can insert single and multiline comments into any location within a Prism expression. Workday treats all text between these characters as comments: /* */
Workday won't consider the data values as comments if you enclose these characters and the comment within double quotation marks.