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Library settings: Filters (MAC v.2)

  • Updated

Filters can be applied to the Data table dashboard to help you find relevant analysis results. Each of MindBridge's default libraries comes with a unique set of filters to help your team save time and gain efficiency.

App Admins can update and remove default filters within custom libraries as needed, and can create new filters for their teams to use.

Learn how to manage filters in a library below, and see an example of a simple filter as well as an example of a complex filter.

Note: If you have not updated your MindBridge platform with the Q2 2024 release, refer to the article Library settings: Filters (MAC v.1) to create library filters.

Go to Filters in the library

Note: You must be an App Admin to view and manage library settings.
  1. Open the MindBridge sidebar ( Sidebar icon ).
  2. Select Admin ( Admin icon ) near the bottom of the sidebar. You will go to the Admin settings.
  3. Go to the Libraries tab.
  4. Open the Actions menu in line with the library you want to action on.
  5. Select View Library. You will go to the Library details tab on the Libraries page.
  6. Select the tab for the analysis type you want to create a filter for:
    • General ledger
    • Accounts payable
    • Accounts receivable
  7. Select Filters (selected by default in AP and AR tabs) in the menu on the left. You will see the available filters for that analysis type in this section.


Filters overview

Library filters are a powerful tool for managing large datasets and extracting meaningful insights. These filters are comprised of conditions and rules that allow you to control what data is displayed within the data table.

App Admins can create filters in the library as needed. New filters will be made available to all engagements using the given library.

Conditions

Conditions determine the facets of the data you want to find, such as specific accounts, credited or debited accounts, control point results, risk scores, and more. Conditions use “is” and “is not” statements (sometimes seen as “are” and “are not”) to determine whether to include or exclude various facets from filtered results.

  • is: Indicates that the filter will look for entries that match the condition. For example, the filter “Account is Assets" would surface entries related to all Asset accounts.

  • is not: Indicates that the filter will exclude the condition. For example, the filter “Account is not Assets" would surface entries related to all non-Asset accounts.

Note: Conditions are configured to use "is" by default.

Rules

Rules define how different conditions are combined, and may be simple or complex, depending on the number of conditions and whether they are meant to be inclusive or exclusive.

  • AND: Indicates that all conditions within the rule must be met in order to return results. For example, the filter “Account is Liabilities AND Control point is High risk for Cash Expenditure" would surface entries related to all Liability accounts that received a high Cash Expenditure control point score.

  • OR: Indicates that conditions within the rule are considered individually. For example, the filter “Account is Liabilities OR Control point is High risk for Cash Expenditure" would surface entries that are related to Liability accounts, as well as entries (not related to Liabilities) that received a high Cash Expenditure control point score.

Note: Rules are joined by “AND” by default.

Example of a simple library filter

Simple filters combine conditions and rules to narrow the scope of analysis results.

In this example, the company Highland Wilding Tech wants to review some of their cash-based sales transactions in order to ensure their records align with their expectations. To do so, they build a filter to find transactions that credit the account Trade sales of goods/services/resources AND debit the account Cash and cash equivalents.

The structure of this filter would look like:

Increasing credits are in Trade sales of goods/services/resources AND Increasing debits are in Cash and cash equivalents

Example of a complex library filter

Complex filters use bracketed expressions to group conditions by order of evaluation, and create more specific and powerful filtering rules, which enables precise slicing and dicing of the data.

In this example, the company Highland Wilding Tech wants to find significant transactions that credit Asset accounts AND that have a high control point risk for Cash Expenditure OR Cash to Bad Debt Conversion.

The structure of this filter would look like:

Increasing credits are in Assets AND (Scoped accounts are significant AND Control point is High risk for High Monetary Value OR Cash Expenditure)


Create a library filter

Create a library filter from scratch using a combination of conditions and rules.

Step 1: Create and define a new filter

  1. Select Create filter (located at the top-right side of any of the filter groups on this page). You will go to the filter builder.
  2. Within the Save filter section (located on the right side of the page), enter a unique name for the filter.
  3. Use the category menu to select the filter group you want to save the filter to, or enter your own within the field and press enter/return on your keyboard to add the new group.

Step 2: Add a condition

The filter builder will provide one condition by default, but you can add as many conditions as desired.

  1. Open the Filter by… menu to see the list of available facets, which are grouped conceptually. If you know which facet you want to use, you can enter its name within the field to search for it.
    Tip: Searching not only narrows the results, but allows you to bulk-select facets based on your search terms.
  2. Select the facet you want to add. Additional menu options will appear based on your selection. Use these menus to build out the condition.
  3. Optionally, use the is menu to select whether the facet should be included (“is”) or excluded (“is not”) from the results.
  4. Optionally, use the AND/OR toggle to select how the condition should be joined with other conditions within the rule. If you switch to "OR", the rule will change colour to help you better understand these interactions.
  5. If your desired filter only contains one condition, you can skip to step 4.

Remove conditions (optional)

To remove an individual condition, select the X icon to the right of the given condition.

To remove an entire rule (including all of its conditions), select the X icon to the right of the given AND/OR toggle.

Step 3: Add additional conditions and determine rules around how they should interact

To add conditions within the same rule

  1. Open the Add to rule menu (located at the top of each rule in the filter on the left side).
  2. Select Add condition. A new menu will appear below the first condition.
  3. Select the facet you want to add, then use the dynamic menus that appear to build out the condition.
  4. Optionally use the is menu to select whether the facet should be included (“is”) or excluded (“is not”) from the results.

To add a new rule with conditions

  1. Open the Add to rule menu (located at the top of each rule in the filter on the left side).
  2. Select Rule. A new nested rule will appear beneath the original rule, with a new condition menu.
  3. Open the Filter by... menu within the new rule, select the facet you want to add, then use the dynamic menus that appear to build out the condition.
  4. Optionally, use the AND/OR toggle to select how the conditions should be joined within the rule. If you switch to "OR", the rule will change colour to help you better understand these interactions.
Note: Library filters can be comprised of a maximum of 5 levels of rules.

Step 4: Finalize the filter

When you are satisfied, select Save filter (located at the bottom of the Save filter section on the right side of the screen). The filter will be created and you will go back to the Filters page in the Library settings.

Select Cancel anytime to discard the filter and go back to the Library settings.


View filter details

Use the chevron icon ( Expand icon ) to the left of a given filter to reveal the rules and conditions applied to it.

Select the chevron icon ( Collapse ) again to close the expanded view.


Edit a filter

You can edit your filters in the library as needed. Changes are applied to all new engagements using the library.

  1. Select the edit icon ( Edit icon ) to the right of the filter you want to update. You will go to the Edit filter page.
  2. Follow the relevant steps in Create a library filter (above) to update the rules and conditions within the filter as desired.
  3. Optionally, you can rename the filter, or save it to a different category.
  4. When you are satisfied, select Save filter to save your changes. You will go back to the Filters page in the Library settings.

Select Cancel at any time to discard your unsaved changes and go back to the Filters page.

Note: Changing the filter settings in a library that is in use will not impact the existing engagements. Any changes made will only impact engagements created after the time of the update.

Delete a filter

You can delete filters to permanently remove them from the library, as needed. 

  1. Select the delete icon ( Delete icon ) to the right of the filter you want to delete. A confirmation window appears.
  2. Select Delete to permanently delete the selected filter. You will go back to the Filters page in the Library settings.

Select Cancel at any time to go back to the Filters page without deleting the filter.

Note: Changing the filter settings in a library that is in use will not impact the existing engagements. Any changes made will only impact engagements created after the time of the update.

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