Defining filter conditions

Choosing the operator

Within filtering conditions, you need to link two values together using an operator.

Below is a list of the operators available:

Operator
Purpose
Example
Equal to
Returns a result identical to the data entered in the second Value column.
Last name (@lastName) equal to 'Jones', will return only recipients whose last name is Jones.
Greater than
Returns a value greater than the value entered.
Age (@age) greater than 50, will return all values greater than '50', i.e. '51', '52', etc.
Less than
Returns a value smaller than the value entered.
Creation date (@created) before 'DaysAgo(100)', will return all recipients created less than 100 days ago.
Greater than or equal to
Returns all values equal to or greater than the value entered.
Age (@age) greater than or equal to '30', will return all recipients aged 30 or more.
Less than or equal to
Returns all values equal to or lower than the value entered.
Age (@age) less than or equal to '60', will return all recipients aged 60 or less.
Not equal to
Returns all values not identical to the value entered.
Language (@language) to equal to 'English'.
Starts with
Returns the results starting with the value entered.
Account # (@account) starts with '32010'.
Does not start with
Returns the results not starting with the value entered
Account # (@account) does not start with '20'.
Contains
Returns the results containing at least the value entered.
Email domain (@domain) contains 'mail', will return all domain names that contain 'mail'. So the 'gmail.com' domain will also be returned.
Does not contain
Returns results not containing the value entered.
Email domain (@domain) does not contain 'vo'. In this case, domain names which contain 'vo' will not be returned. The 'voila.fr' domain name will not appear in the results.
Like
Like is very similar to the Contains operator. It lets you insert a % wild card character in the value.
Last name (@lastName) like 'Jon%s'. Here, the wild card character is used as a "joker" to find the name "Jones", should the operator have forgotten the missing letter between the 'n' and the 's'.
Not like
Is similar to Like . Lets you not recover the entered value. Here too, the entered value must contain the % wild card character.
Last name (@lastName) not like 'Smi%h'. Here, the recipients whose last name is 'Smi%h' will not be returned.
Is empty
In this case, the result we are looking for matches an empty value in the second Value column.
Mobile (@mobilePhone) is empty returns all recipients who do not have a mobile number.
Is not empty
Works in reverse to the Is empty operator. It is not necessary to enter data in the second Value column.
Email (@email) is not empty.
Is included in
Returns results included in the values indicated. These values have to be separated by a comma.
Birth date (@birthDate) is included in '12/10/1979,12/10/1984', will return the recipients born between these dates.
Is not included in
Works like the Is included in operator. Here, we want to exclude recipients based on the values entered.
Birth date (@birthDate) is not included in '12/10/1979,12/10/1984'. Unlike in the previous example, recipients born within these dates will not be returned.

Using AND, OR, EXCEPT

For queries using several filtering conditions, you need to define links between the conditions. There are three possible links:

  • And lets you combine two filtering conditions,
  • Or lets you offer an alternative,
  • Except lets you define an exception.

Click And (offered by default) and choose from the drop-down list.

  • And: adds a condition and enables overfiltering.

  • Or: adds a condition and enables overfiltering.

    The following example lets you find recipients whose email domain contains “orange.co.uk” OR whose post code starts with “NW”.

  • Except: if you have two filters and the first one does not return a value, this type of link creates an exception.

    In the following example, we want to return recipients whose email domain contains “orange.co.uk” EXCEPT if the recipient’s last name is “Smith”.

This example shows a filter which lets you display: recipients who either speak Spanish, OR are women with mobile numbers, OR recipients without an account number and whose company name starts with the letter “N”.

Prioritizing conditions

This section explains how to prioritize conditions thanks to the blue arrows in the toolbar.

  • The arrow pointing to the right lets you add a level of parentheses to the filter.

  • The arrow pointing to the left lets you delete a selected parenthesis level from the filter.

  • The vertical arrows let you move a condition, thereby changing their execution sequence.

This example shows you how to use the arrow to delete a parenthesis level. Start from the following filtering condition: City equal to London OR gender equal to male and mobile not indicated OR account # starts with “95” and company name starts with “A”.

Place your cursor on the Gender (@gender) equal to Male filtering condition and click the Remove a parenthesis level arrow.

The Gender (@gender) equal to Male condition has been taken out of its parenthesis. It has moved to the same level as the “City equal to London” condition. These conditions are linked together (And).

Selecting data to extract

The available fields vary from one table to another. All fields are stored in a main node known as the Main element. In the following example, the available fields are in the recipient table. Fields are always displayed alphabetically.

The detail the selected field is visible at the bottom of the window. For example, the Email domain field is a Calculated SQL field and its extension is (@domain).

NOTE

Use the Search tool to find an available field.

Double-click an available field to add it to the output columns. At the end of the query, each selected field creates a column in the Data preview window.

Advanced fields are not displayed by default. Click Display advanced fields in the bottom right-hand corner of the available fields to display everything. Click again to return to the former view.

For example, in the recipient table, the advanced fields are Boolean 1, Boolean 2, Boolean 3, Foreign key of “Folder” link, etc.

The following example shows the advanced fields of the recipient table.

The various categories of fields:

Icon
Description
Examples
Simple field
Email, gender, etc.
Primary key. This SQL field is a way of identifying a record in a table.
Identifier recipients are primary keys and identifiers are unique by definition.
Foreign key. Used as a link to another table.
Recipient foreign key, service foreign key, etc.
Calculated field. This type of field is calculated on request using the values in the database.
Age, email domain, etc.
Field containing long texts.
Comment, full address, etc.
Indexed SQL field.
Full name, ISO code, etc.

Link to a table and collection element:

Icon
Description
Example
Links to a table in particular. These coincide with 1-1 type associations. An occurrence of the source table can coincide with only one occurrence of the target table. For example, only one recipient can be linked to a country.
Folder, State, Country, etc.
Collection element on a specific table. These coincide with 1-N type associations. One source table occurrence can coincide with several occurrences of the target table, but one occurrence of the target table can coincide with only one occurrence of the source table. For example, one recipient can subscribe to 'n' subscription letters.
Subscriptions, lists, exclusion logs, etc.
NOTE
  • Use the Add button (above the side icon bar) to add an output column in which we wish to edit the expression. For more on editing an expression, refer to Building expressions.
  • Delete an output column by clicking the red ‘x’ (Delete).
  • Change the order of the output columns using the arrows.
  • The Distribution of values serves as a way to view the distribution of the values of the field selected (for example, the distributions linked to recipient towns, recipient languages, etc.).

Creating calculated fields

If necessary, add a column during data formatting. A calculated field adds a column to the data preview section. Click Add a calculated field.

There are four types of calculated fields:

  • Fixed string: lets you add a string of characters.

  • String with JavaScript tags: the value of the calculated field combines a string of characters and JavaScript directives.

  • JavaScript expression: the value of the calculated field is the result of a JavaScript function evaluation. The returned value can be typed (number, date, etc.).

  • Enumerations: This type of field lets you use/modify the content of one of the output columns in a new column.

    It’s possible to use the source value of a column and give it a destination value. This destination value will be displayed in the new output column.

    An example of adding calculated field type Enumerations is available, refer to this section.

    The Enumerations type calculated field can include 4 conditions:

    • Keep the source value restores the source value to the target without changing it.
    • Use the following value lets you enter a default destination value for non-defined source values.
    • Generate a warning and continue warns the user that the source value cannot be changed.
    • Generate an error and reject the line prevents the line from being calculated and imported.

Click the Detail of calculated field to view the detail of the inserted field.

To remove this calculated field, click the Remove the calculated field cross.

Building expressions

The expression editing tool lets you calculate aggregates, generate function, or edit a formula using an expression.

The following example shows you how to run a count on a primary key.

Apply the following steps:

  1. Click Add in the Data to extract window. In the Formula type window, select a type of formula to enter the expression.

    There are several types of formulas available: Field only, Aggregate, Expression.

    Select Process on an aggregate function, and Count. Click Next.

  2. The primary key is calculated.

Here is a detailed view of the choices available in the Formula types window:

  1. Field only lets you return to the Field to select window.

  2. Aggregate (Process on an aggregate function). Here are some examples of aggregate use:

    • Count lets you run a primary key count.

    • Sum lets you add up all purchases made by a customer over one year.

    • Maximum value lets you find the customers having purchased the most “n” products.

    • Minimum value lets you sort through customers and find those having subscribed to an offer most recently.

    • Average. This function lets you calculate the average age of your recipients.

      The Distinct box lets you recover unique and non-zero values of a column. For example, you can recover all of a recipient’s tracking logs and these tracking logs are changed to the value 1 since they all concern the same recipient.

  3. Expression opens the Edit the expression window. This lets you detect telephone numbers with too many figures, likely to be input errors.

    For a list of all available functions, refer to List of functions.

List of functions

If an Expression type formula is chosen, you will be taken to the “edit the expression” window. Various categories of functions can be associated to the available fields: Aggregates, String, Date, Numerical, Currency, Geomarketing, Windowing function and Others.

The expression editor looks like this:

It lets you select fields in the database tables and add advanced functions to them. The following functions are available:

Aggregates

Name
Description
Syntax
Avg
Returns the average of a number type column
Avg(<value>)
Count
Counts the non-null values of a column
Count(<value>)
CountAll
Counts the values returned (all fields)
CountAll()
Countdistinct
Counts the distinct non-null values of a column
Countdistinct(<value>)
Max
Returns the maximum value of a number, string, or date type column
Max(<value>)
Min
Returns the minimum value of a number, string or date type column
Min(<value>)
StdDev
Returns the standard deviation of a number, string or date column
StdDev(<value>)
Sum
Returns the sum of the values of a number, string, or date type column
Sum(<value>)

String

Name
Description
Syntax
AllNonNull2
Indicates if all parameters are non-null and not empty
AllNonNull2(<string>, <string>)
AllNonNull3
Indicates if all parameters are non-null and not empty
AllNonNull3(<string>, <string>, <string>)
Ascii
Returns the ASCII value of the first character in the string.
Ascii(<string>)
Char
Returns the character corresponding to the 'n' ASCII code
Char(<number>)
Charindex
Returns the position of string 2 in string 1.
Charindex(<string>, <string>)
GetLine
Returns the nth (from 1 to n) line of the string
GetLine(<string>)
IfEquals
Returns the third parameter if the first two parameters are equal. If not, returns the last parameter
IfEquals(<string>, <string>, <string>, <string>)
IsMemoNull
Indicates if the memo passed as a parameter is null
IsMemoNull(<memo>)
JuxtWords
Concatenates the strings passed as parameters. Adds spaces between the strings if necessary.
JuxtWords(<string>, <string>)
JuxtWords3
Concatenates the strings passed as parameters. Adds spaces between the strings if necessary
JuxtWords3(<string>, <string>, <string>)
LPad
Returns the completed string on the left
LPad(<string>, <number>, <character>)
Left
Returns the first n characters of the string
Left(<string>, <number>)
Length
Returns the length of the string
Length(<string>)
Lower
Returns the string in lowercase
Lower(<string>)
Ltrim
Removes spaces to the left of the string
Ltrim(<string>)
Md5Digest
Returns an hexadecimal representation of the MD5 key of a string
Md5Digest(<string>)
MemoContains
Specifies whether the memo contains the string passed as a parameter
MemoContains(<memo>, <string>)
RPad
Returns the completed string on the right
RPad(<string>, <number>, <character>)
Right
Returns the last n characters of the string
Right(<string>)
Rtrim
Removes spaces to the right of the string
Rtrim(<string>)
Smart
Returns the string with the first letter of each word in capitals
Smart(<string>)
Substring
Extracts the substring starting at character n1 of the string and of length n2
Substring(<string>, <offset>, <length>)
ToString
Converts the number to a string
ToString(<number>, <number>)
Upper
Returns the string in capitals
Upper(<string>)
VirtualLink
Returns the foreign key of a link passed as a parameter if the other two parameters are equal
VirtualLink(<number>, <number>, <number>)
VirtualLinkStr
Returns the foreign (text) key of a link passed as a parameter if the other two parameters are equal
VirtualLinkStr(<string>, <number>, <number>)
dataLength
Returns the string size
dataLength(<string>)

Date

Name
Description
Syntax
AddDays
Adds a number of days to a date
AddDays(<date>, <number>)
AddHours
Adds a number of hours to a date
AddHours(<date>, <number>)
AddMinutes
Adds a number of minutes to a date
AddMinutes(<date>, <number>)
AddMonths
Adds a number of months to a date
AddMonths(<date>, <number>)
AddSeconds
Adds a number of seconds to a date
AddSeconds(<date>, <number>)
AddYears
Adds a number of years to a date
AddYears(<date>, <number>)
DateOnly
Returns the date only (with time at 00:00)*
DateOnly(<date>)
Day
Returns the number representing the day of the date
Day(<date>)
DayOfYear
Returns the number of the day in the year of the date
DayOfYear(<date>)
DaysAgo
Returns the date corresponding to the current date minus n days
DaysAgo(<number>)
DaysAgoInt
Returns the date (integer yyyymmdd) corresponding to the current date minus n days
DaysAgoInt(<number>)
DaysDiff
Number of days between two dates
DaysDiff(<end date>, <start date>)
DaysOld
Returns the age in days of a date
DaysOld(<date>)
GetDate
Returns the current system date of the server
GetDate()
Hour
Returns the hour of the date
Hour(<date>)
HoursDiff
Returns the number of hours between two dates
HoursDiff(<end date>, <start date>)
Minute
Returns the minutes of the date
Minute(<date>)
MinutesDiff
Returns the number of minutes between two dates
MinutesDiff(<end date>, <start date>)
Month
Returns the number representing the month of the date
Month(<date>)
MonthsAgo
Returns the date corresponding to the current date minus n months
MonthsAgo(<number>)
MonthsDiff
Returns the number of months between two dates
MonthsDiff(<end date>, <start date>)
MonthsOld
Returns the age in months of a date
MonthsOld(<date>)
Second
Returns the seconds of the date
Second(<date>)
SecondsDiff
Returns the number of seconds between two dates
SecondsDiff(<end date>, <start date>)
SubDays
Subtracts a number of days from a date
SubDays(<date>, <number>)
SubHours
Subtracts a number of hours from a date
SubHours(<date>, <number>)
SubMinutes
Subtracts a number of minutes from a date
SubMinutes(<date>, <number>)
SubMonths
Subtracts a number of months from a date
SubMonths(<date>, <number>)
SubSeconds
Subtracts a number of seconds from a date
SubSeconds(<date>, <number>)
SubYears
Subtracts a number of years from a date
SubYears(<date>, <number>)
ToDate
Converts a date + time as a date
ToDate(<date + time>)
ToDateTime
Converts a string to a date + time
ToDateTime(<string>)
TruncDate
Rounds a date+time to the nearest second
TruncDate(@lastModified, <number of seconds>)
TruncDateTZ
Rounds a date + time to a given precision expressed in seconds
TruncDateTZ(<date>, <number of seconds>, <time zone>)
TruncQuarter
Rounds a date off to the quarter
TruncQuarter(<date>)
TruncTime
Rounds the time part up to the nearest second
TruncTim(e<date>, <number of seconds>)
TruncWeek
Rounds a date off to the week
TruncWeek(<date>)
TruncYear
Rounds a date + time to January 1st of the year
TruncYear(<date>)
TruncWeek
Returns the number representing the day in the week of the date
WeekDay(<date>)
Year
Returns the number representing the year of the date
Year(<date>)
YearAnd Month
Returns the number representing the year and month of the date
YearAndMonth(<date>)
YearsDiff
Returns the number of years between the two dates
YearsDiff(<end date>, <start date>)
YearsOld
Returns the age in years of a date
YearsOld(<date>)
NOTE

Note that the Dateonly function takes into account the server’s timezone, not the operator’s.

Numerical

Name
Description
Syntax
Abs
Returns the absolute value of a number
Abs(<number>)
Ceil
Returns the lowest integer greater than or equal to a number
Ceil(<number>)
Floor
Returns the greatest integer greater than or equal to a number
Floor(<number>)
Greatest
Returns the greater of two numbers
Greatest(<number 1>, <number 2>)
Least
Returns the smaller of two numbers
Least(<number 1>, <number 2>)
Mod
Returns the remainder of the integer division of n1 by n2
Mod(<number 1>, <number 2>)
Percent
Returns the ratio of two numbers expressed as a percentage
Percent(<number 1>, <number 2>)
Random
Returns the random value
Random()
Round
Rounds off a number to n decimals
Round(<number>, <number of decimals>)
Sign
Returns the sign of the number
Sign(<number>)
ToDouble
Converts an integer to a float
ToDouble(<number>)
ToInt64
Converts a float to a 64 bit integer
ToInt64(<number>)
ToInteger
Converts a float to an integer
ToInteger(<number>)
Trunc
Truncates n1 to n2 decimals
Trunc(<n1>, <n2>)
  1. Currency
Name
Description
Syntax
ConvertCurrency
Converts an amount in a source currency to an amount in a target currency
ConvertCurrency(<amount>, <source currency>, <target currency>, <conversion date>)
FormatCurrency
Formats the amount displayed based on the selected currency settings
FormatCurrency(<amount>, <currency>)

Geomarketing

Name
Description
Syntax
Distance
Returns the distance between two points defined by their longitude and latitude, expressed in degrees.
Distance(<Longitude A>, <Latitude A>, <Longitude B>, <Latitude B>)

Others

Name
Description
Syntax
Case
Returns value 1 if the condition is true. If not, it returns value 2.
Case(When(<condition>, <value 1>), Else(<value 2>))
ClearBit
Deletes the Flag in the value
ClearBit(<identifier>, <flag>)
Coalesce
Returns value 2 if value 1 is zero or null, otherwise returns value 1
Coalesce(<value 1>, <value 2>)
Decode
Returns value 3 if value 1 = value 2. If not returns value 4.
Decode(<value 1>, <value 2>, <value 3>, <value 4>)
Else
Returns value 1 (may only be used as a parameter of the case function)
Else(<value 1>, <value 2>)
GetEmailDomain
Extracts the domain from an e-mail address
GetEmailDomain(<value>)
GetMirrorURL
Retrieves the URL of the mirror page server
GetMirrorURL(<value>)
Iif
Returns value 1 if the expression is true. If not, returns value 2
Iif(<condition>, <value 1>, <value 2>)
IsBitSet
Indicates whether the Flag is in the value
IsBitSet(<identifier>, <flag>)
IsEmptyString
Returns value 2 if string 1 is empty, otherwise returns value 3
IsEmptyString(<value 1>, <value 2>, <value 3>)
NoNull
Returns the empty string if the argument is NULL
NoNull(<value>)
RowId
Returns the line number
RowId
SetBit
Forces the Flag in the value
SetBit(<identifier>, <flag>)
ToBoolean
Converts a number into a Boolean
ToBoolean(<number>)
When
Returns value 1 if the expression is true. If not, it returns value 2 (may only be used as a parameter of the case function)
When(<condition>, <value 1>)

Windowing functions

Name
Description
Syntax
Desc
Applies a descending sort
Desc(<value 1>)
OrderBy
Sorts the result within the partition
OrderBy(<value 1>)
PartitionBy
Partitions the result of a query on a table
PartitionBy(<value 1>)
RowNum
Generates a line number based on the table partition and on a sorting sequence.
RowNum(PartitionBy(<value 1>), OrderBy(<value 1>))

On this page