Skip to main content

Filtering

Effectively use filters in tables and charts to quickly access the information you need

Updated yesterday

Streamline your workflow by leveraging all of the fields and filtering patterns available on tables and charts. By customizing filters, you can quickly access the details that matter most to you. In this article, we provide an overview of how to make the most of filtering in Rivet.

Adding a filter

  • To add a filter, click Add filter in the upper left corner of the page and select the filter you’d like to add

    • We'll surface your top 5 frequently used filters based on your personal behavior, but you can always search or scroll to find other fields

  • You can also add a filter from the table directly by clicking the column header and then Add a filter

A few things to note:

  • Every column available on a table is filterable, even if a column is not visible

  • Filters chips will remain transparent until you've selected an option(s) to filter by - after which, you'll see the filter chip turn purple

  • Each filter you apply updates the remaining filters to only show options that match your previous selections

Removing a filter

  • Remove a filter by clicking the X on the left of the filter chip

  • You can also expand the filter, click the options menu, then click Delete filter

Filter operators and how they work

We use the term "operator" to describe the set of options associated with each filter. Filter operators allow you to control exactly which records you want to include or exclude in your results. Below is a list of our major types of filters and the operator options and definitions for each of them.

Multi-select

  • Is: includes results that meet that specific criteria

  • Is not: excludes results that meet that specific criteria

  • Is empty: filters for results no values present for the respective field

  • Is not empty: filters for results with any value present for the respective field

Dollars and numbers

  • Greater than: filters for results with numeric values that are larger than the inputted number

  • Greater than or equal to: filters for results with numeric values that are either equal to or larger than the inputted number

  • Less than: filters for results with numeric values that are smaller than the inputted number

  • Less than or equal to: filters for results with numeric values that are either equal to or smaller than the inputted number

  • Equal to: filters for results with numeric values that are the exact same as the inputted number

  • Not Equal to: filters for results with numeric values that are anything but the exact same as the inputted number

  • Is between: filters for results with numeric values that are within the inputted range (including the lower and upper numbers)

  • Is not between: filters for results with numeric values that are not within the inputted range (including the lower and upper numbers)

  • Is empty: filters for results with no value present for the respective field

  • Is not empty: filters for results with any value present for the respective field

Text (includes IDs)

  • Is: includes results that match the text exactly

  • Is not: excludes results that meet the text exactly

  • Text contains: includes results that contain the inputted text, even if the full text isn't an exact match

  • Text does not contain: excludes results that contain the inputted text, even if the full text isn't an exact match

  • Text starts with: filters for results that start with the inputted text, even if the full text isn't an exact match

  • Text ends with: filters for results that end with the inputted text, even if the full text isn't an exact match

  • Is empty: filters for results with no value present for the respective field

  • Is not empty: filters for results with any value present for the respective field

Dates

  • Is: choose from a list of preset options that vary depending on the date field

  • Is on or after: filters for results that match that one selected date as well as all dates afterwards

  • Is on or before: filters for results that match that one selected date as well as all dates before

  • Specific day: filters for results that match that one selected date exactly

  • Is between: filters for results with dates that are within the inputted range (including the lower and upper dates)

  • Is not between: filters for results with dates that are not within the inputted range (including the lower and upper dates)

Special operators for code fields

  • Is only: filters for results where only the selected code(s) are present

    • For example, filter for Procedure code is only 99213 in All Claims to find all claims or lines (depending on how you're viewing the table) that only have 99213 and no other procedure codes on them.

  • Contains all of: filters for results where the selected code(s) are present together, even in cases where there are other unselected codes present as well

    • For example, filter for Procedure code contains all of 99213, 90619 in All Claims to find all claims or lines (depending on how you're viewing the table) that have those two codes on them.

  • Primary is: only available in the Diagnosis code field and filters for results where the selected code is the primary diagnosis code on the claim

Advanced filters

Advanced filters allow you to incorporate more complex logic into your filtering rules. With advanced filters, you can add filters with "or" rules, as well as add nested filters.

  • To add an advanced filter, click Add filter and then click Add an advanced filter from the bottom of the dropdown

  • You can also convert an already added filter to an advanced filter by expanding the filter, clicking the options menu, then clicking Add to advanced filters

Did this answer your question?