Example: Filtering records

This example explains how to use filtering in an Audience process in a flowchart.

When you configure an Audience process to select IDs based on a count, or a statistical function ( MaxOf, MedianOf, MinOf) or Any One, the Filter button becomes available. When you click Filter, the Specify Selection Criteria window appears, which allows you to enter a query expression to specify which records will be used in the Based On calculation.

The filtering criteria is applied before the Based On calculation is performed, allowing you to remove records from consideration.

For example, you might want to constrain the date range over which an operation is performed. To use only purchase transactions over the last year, you can enter a filter query expression such as:

CURRENT_JULIAN() - DATE(PURCH_DATE) <= 365

Then, if you are computing a Based On calculation that chooses the sum of the Amount field, only the amounts from transactions within the last year are summed together.