Filter on Formula
Infoveave Data Automation — Filtering & Selection
Write the condition. Pick the action. Every row that fails the formula gets dropped, flagged, or cleared — automatically.
Most real-world filter logic involves a comparison between columns — margin rate, unit price, deviation from budget, days overdue. Filter on Formula lets you express that logic as a simple condition and apply it across your entire dataset automatically inside your workflow, replacing the SQL WHERE clause, the Excel FILTER formula, or the manual sort-and-delete step that previously needed a data analyst to run.
What Filter on Formula does
Keep, remove, or flag rows using custom formula expressions in your Infoveave workflow. Write conditions like Amount divided by Boxes greater than 10 without SQL or code.
When to use Filter on Formula
- You need to filter rows based on a calculated value — such as revenue divided by units to get per-unit price, then keep only rows above a threshold
- Your filter condition involves multiple columns compared together — for example, keep rows where actual cost exceeds budgeted cost
- You want to flag rows that meet certain business rules rather than removing them, so downstream steps can review the flagged records
- You need to apply different formula conditions to different columns in a single step
When to avoid it
- You are filtering by a specific fixed value in a category column — Filter on Values is simpler and more readable for that case
- You are filtering by a date window — Filter on Date Range is the dedicated tool for date boundaries
- You are filtering on whether a number is within a min/max range — Filter on Numerical Range is cleaner for that
Where it fits in your Infoveave automation
Filter on Formula is one step inside a multi-step Infoveave workflow. Chain it with other activities — no code, no manual hand-offs.
Build this workflow visually in Infoveave Data Automation — drag, connect, and schedule with no infrastructure setup.
How teams use Filter on Formula
Real scenarios where this transformation saves hours of manual work.
Keep High-Value Shipments by Per-Unit Price
A retail logistics team keeps only shipments where the formula Amount divided by Boxes exceeds a minimum per-unit threshold. Filter on Formula evaluates this across the entire dataset on each workflow run — removing low-value shipments automatically before the inventory report is generated.
Flag Budget Overruns for Review
A finance team flags cost centre rows where actual spend exceeds the budgeted amount. The formula evaluates Actual minus Budget and flags rows where the result is positive, creating a review list automatically each month without anyone manually scanning the GL export.
Remove Low-OEE Runs from Benchmark Reports
A production analytics team excludes machine runs where OEE falls below a minimum operating threshold — a value calculated as GoodUnits divided by TotalCapacity. Filter on Formula applies this condition automatically to each production export before the benchmark dashboard refreshes.
See Filter on Formula in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
Amount → [Amount] / [Boxes] > 10KeepMatchingRowsOnlyInput Data
| Product | Amount | Boxes | Region |
|---|---|---|---|
| A | 1200 | 10 | North |
| B | 800 | 5 | South |
| C | 90 | 10 | East |
| D | 300 | 40 | West |
| E | 500 | 20 | Central |
Output Data
| Product | Amount | Boxes | Region |
|---|---|---|---|
| A | 1200 | 10 | North |
| B | 800 | 5 | South |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Column Map
Maps each column to a formula expression. Reference other columns using square brackets — for example, [Amount] / [Boxes] > 10 evaluates a calculated ratio per row. You can add multiple column-formula pairs to apply different conditions to different columns in the same step.
Actions
Five options: KeepMatchingRowsOnly retains rows where the formula evaluates to true. RemoveMatchingRows drops those rows. FlagRows adds a 0/1 indicator without changing row count. ClearContentOfMatchingCells or ClearContentOfNonMatchingCells nullify specific cells rather than the whole row.
Flag Column Name
Required when using FlagRows action. Choose a descriptive name like margin_alert or budget_overrun so downstream steps and reports can easily identify the flagged records.
Frequently asked questions
Everything you need to know about Filter on Formula in Infoveave.
Also in Filtering & Selection — and what runs before & after
Transformations in the same family as Filter on Formula, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Filter on Formula is one of over 80 transformation activities available inside Infoveave workflows. Chain transformations together — no code, no exports, no waiting for IT.
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