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22. Filters and Slicers

22.2 Basic and Advanced Filtering

Start with a problem

Ravina wants only orders worth ₹300 or more in her audit table.

Explain simply

Basic filtering ticks values from a list. Advanced filtering uses conditions (is greater than, contains, is blank) combined with And/Or.

Show the data

Order ID Order Date City Store Platform Category Amount (₹) Delivery mins Status
301 06-Apr-2026 Pune Kothrud Blinkit Dairy 400 8 Delivered
302 06-Apr-2026 Pune Baner Amazon Now Snacks 200 12 Delivered
303 07-Apr-2026 Nashik Gangapur Blinkit Dairy 300 14 Delivered
304 04-May-2026 Nashik College Road Blinkit Fruits 150 9 Delivered
305 04-May-2026 Kolhapur Rajarampuri Amazon Now Snacks 450 7 Delivered
306 05-May-2026 Pune Kothrud Blinkit Fruits 250 16 Delivered
307 05-May-2026 Nashik College Road Amazon Now Dairy 350 11 Delivered
308 05-May-2026 Kolhapur Rajarampuri Blinkit Dairy 0 Cancelled

About this data: This table uses columns: Order ID, Order Date, City, Store, Platform, Category, Amount (₹), Delivery mins, Status. This table uses columns: Filter, Orders, Total (₹). This table uses columns: Type, Options, Example. This table uses columns: Wrong result, Reason, Correction. Values shown are the lesson examples already on this page (not a new dataset).

Fictional sample data. Practice file: visuals_orders_apr_may_2026.csv (source: src/practice/).

Demonstrate

  1. Select the table › Filters pane › Amount › Filter type Advanced filtering.
  2. Show items when the value is greater than or equal to 300 › Apply filter.
  3. Add Category as Basic filtering › tick Dairy only.

Show the result

Your result should look like this (fictional sample):

Filter Orders Total (₹)
Amount ≥ 300 301, 303, 305, 307 1,500
+ Category = Dairy 301, 303, 307 1,050

Explain what happened

Advanced filter keeps rows meeting the condition; the basic filter then keeps only Dairy rows.

Explore further

  • Text conditions: contains, starts with; useful for store names.

Detailed reference for this lesson:

Type Options Example
Basic filtering Tick values; search box; Select all; Require single selection City is Pune, Mumbai
Advanced filtering Text: contains, does not contain, starts with, does not start with, is, is not, is blank, is not blank, is empty, is not empty. Numbers: is less than, is greater than or equal to …. Two conditions with And/Or. Click Apply filter Product Name contains "Misal" Or contains "Poha"

Ravindra Bagale's Tip

A common mistake is using Basic filtering to untick "(Blank)" and forgetting that the filter now hides new values that arrive later. For rules like "City is not blank", use Advanced filtering, which keeps working as new values appear. This matters for both exams and interviews.

Fix common mistakes

Wrong result Reason Correction
308 appears with ₹0 Condition typed > -1 Use ≥ 300
Filter does nothing Applied to a different visual Select the visual first
Or used by mistake And/Or option Check the logic selector

Practise independently

Practice task

Advanced filter Amount < 200. Which orders remain?

Hints
  • Include the cancelled ₹0 order.
Solution

304 (₹150) and 308 (₹0) – total ₹150.

Think like a professional

Filters on raw columns are fine for audit lists; for KPIs, put logic in measures so it is visible and reusable.

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