Filters are an essential resource for efficiently managing large datasets and extracting meaningful insights. They can be applied to the Data table dashboard to help you find relevant analysis results within engagements using a given library.

Each of MindBridge's default libraries provide a unique set of filters designed to enhance your team's productivity and streamline data analysis. Plus, App Admins can create new filters for their teams, as well as update and remove default filters within custom libraries as needed.

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.

• Filters overview
• Create a library filter
• View filter details
• Edit a filter
• Delete a filter

Go to Filters in the library

1. Select Admin ( ) near the bottom of the MindBridge sidebar on the left side of the screen. You will go to the User Management tab in the Admin settings by default.
2. Go to the Libraries tab. You will see a list of libraries available in your tenant.
3. Open the Actions menu in line with the library you want to see.
4. Select View Library. You will go to the Library details tab on the Libraries page.
5. Select the tab for the analysis type you want to create a filter for:
   • General ledger
   • Accounts payable
   • Accounts receivable
6. Go to the Filters section (this is selected by default in AP and AR tabs) in the menu that appears on the left. You will see the list of available filters for that analysis type, separated by category.
   
   

Filters overview

Within MindBridge, filters are comprised of conditions and rules that allow you to control what data is displayed within the analysis results.

Conditions

Conditions determine the specific facets of data that should be searched for within the analysis results, such as specific accounts, credited or debited accounts, control point results, risk scores, and more.

Conditions use binary logic in the form of “is” and “is not” statements (or “are” and “are not”) to include or exclude specific facets from the 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 entries that match the condition. For example, the filter “Account is not Assets" would surface entries related to all non-Asset accounts.

Rules

Rules define how different conditions are combined, as well as how rules interact within the context of other rules. As a result, filters may be simple or complex, depending on the number of rules and conditions and whether conditions 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.

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
• Step 2: Add a condition
• Step 3: Add additional conditions and determine rules around how they should interact
• Step 4: Finalize the filter

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 advanced filter builder screen.
2. Within the Save filter section (located on the right side of the screen), 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 it.

Step 2: Add a condition

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

1. Open the Filter by… menu to see the list of available filer facets, 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 — this is especially helpful when selecting accounts.
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.
   Note: Conditions are configured to use "is" by default.
4. Optionally, use the AND/OR toggle to select how the condition should be joined with other conditions within the rule.
   Note: Rules are joined by AND by default. If you switch to OR, the rule will change colour to help you better understand these interactions.

If your desired filter only contains one condition, 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 rules

To add conditions within the same rule

1. Open the Add to rule menu (located at the top-left of each rule within the filter).
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.
5. Optionally, use the AND/OR toggle within a given rule to determine how conditions should be joined within the rule and how the rule will interact with other rules you may build. If you switch to "OR", the rule will change colour to help you better understand these interactions.

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 within a given rule to determine how conditions should be joined within the rule and how the rule will interact with other rules you may build. If you switch to "OR", the rule will change colour to help you better understand these interactions.

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

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

Edit a filter

You can edit your filters in the library.

1. Select the 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. The filter will be updated and 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.

Delete a filter

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

1. Select the 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. The filter will be removed and 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.

Anything else on your mind? Chat with us or submit a request for further assistance.