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.

Basic Mode

Define these options when you configure Filter stages in Basic mode:

Filter Stage Option	Description
If All/If Any	If All —All filter conditions must be met for a row to remain in the output of the Filter stage. This option works like using an AND operator between each filter condition. If Any —Any filter condition can be met for the row to remain in the output of the Filter stage. This option works like using an OR operator between each filter condition.
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 check mark button to save the filter condition to the Filter stage. You can change the filter condition at any time by clicking its edit button.

Filter Stage Option

Description

If All/If Any

If All

—All filter conditions must be met for a row to remain in the output of the Filter stage. This option works like using an AND operator between each filter condition.

If Any

—Any filter condition can be met for the row to remain in the output of the Filter stage. This option works like using an OR operator between each filter condition.

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

check mark

button to save the filter condition to the Filter stage. You can change the filter condition at any time by clicking its edit button.

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.

Concept: Dataset Stages

Add a Stage to a Dataset

Reference: Boolean Expressions

Reference: Join Stages

Reference: Union Stages

Reference: Currency Format Requirements for External Data