Query the data to exclude certain records from your search, to add one search to another, or ignore the previous searches and work on the original entity data directly.
There are four different types of query that you can use with your search:
- Filter – the default option that reduces the entire data set to meet certain criteria, e.g. All customers WHERE type is GP to show only GPs
- Subtract – excludes certain criteria from the search, e.g. All customers EXCEPT type GP to show everyone else
- Add – adds one search to another, e.g. Customers who are GPs AND other customers with an interest in Public Health Medicine
- Self – ignores the levels immediately above, but searches the entity data directly. This is useful for checking data without deleting the full search or for starting a new search on the same entity without losing the original results
Change the query options by clicking the Arrow button between two searches and choosing from the available options.
From the entity (the top level) you have two options only:
- Option 1 is the standard default filter that will find only the data from the entity above that meets the search criteria you’ve chosen
- Option 2 is a subtract filter that will find only the data from the entity above that does not meet the search criteria you’ve chosen
The example above shows all the hospital doctors on the territory, i.e. of 2476 customers, 774 are hospital doctors. Click the Arrow button and choose the second option to exclude all the hospital doctors from your search.
Thereafter all four query options become available for you to refine your search and changing the query type will affect your result.
Change the query options by clicking the arrow between two searches and choosing from the available options.
- Option 1 is the standard default filter that will find only the data from the search above that meets the criteria detailed in the search below.
Example: Show me all hospital doctors seen at least once within a fixed period
- Option 2 is a subtract filter that will find only the data from the search above that does not meet the criteria detailed in the search below.
Example: Show me all hospital doctors that have not been seen at least twice within a fixed period
- Option 3 is an add filter that will add data from the search above to the data from the criteria detailed in the search below
Example: Show me all hospital doctors on my territory plus all other customers within certain geographies only
- Option 4 ignores the searches above and filters the entity directly for the criteria detailed in the search below
Example: How many of my customers are hospital doctors. How many of my customers are hospital nurses
