Filter on Values
Infoveave Data Automation — Filtering & Selection
Type the value. Pick the columns. Every row that matches is kept, dropped, or flagged — automatically, on every run.
The most common data reduction step in any pipeline is keeping only the rows that matter for the current report or analysis — a specific region, a category, a product line, a status code. Filter on Values handles that automatically inside your workflow, replacing the SQL WHERE clause, the Excel category filter, or the manual sort-and-select step that someone was repeating every time new data arrived.
What Filter on Values does
Keep, remove, or flag rows matching a specific value using exact match, substring, or regex in your Infoveave workflow. Replaces manual category-based filtering in SQL WHERE or Excel filters.
When to use Filter on Values
- You need to keep only rows from a specific category, region, status, or product line before analyzing or reporting
- You want to remove records with a specific known-bad value — test entries, placeholder codes, cancelled status — from your pipeline
- You need to flag rows that match a value without removing them, so you can inspect or route them differently downstream
- You want to filter across multiple columns at once — for example, any row where either product name or category contains a keyword
When to avoid it
- Your filter condition involves a calculation across columns — Filter on Formula handles those cases
- You need to filter by a date window — Filter on Date Range is purpose-built for that
- You need to filter by whether a number is within a range — Filter on Numerical Range is cleaner for that
Where it fits in your Infoveave automation
Filter on Values 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 Values
Real scenarios where this transformation saves hours of manual work.
Keep Only Active SKUs for Pricing Reports
A retail analytics team filters product exports to include only SKUs with an Active status before feeding the pricing engine. Filter on Values applies the status match automatically each time the product master refreshes — removing discontinued and draft SKUs without manual intervention.
Isolate Defect-Flagged Quality Records
A quality control team keeps only records where the inspection result column contains Fail or Reject before sending data to the corrective action system. The workflow filters and routes those records automatically on each quality log import.
Remove Cancelled Transactions Before Revenue Reporting
A finance team excludes transactions with a Cancelled status from the revenue dataset before the monthly P&L aggregation. Filter on Values removes those rows on every import run — ensuring the revenue total is never inflated by reversed entries.
See Filter on Values in action
Input data (left) is transformed using the configuration below. The output table (right) is ready for dashboards or downstream steps.
CategoryElectronicsComplete ValueCase InsensitiveEnabledIsElectronicsInput Data
| Product ID | Name | Category | Price |
|---|---|---|---|
| 101 | Laptop | Electronics | 75000 |
| 102 | Phone | Electronics | 50000 |
| 103 | Chair | Furniture | 3000 |
Output Data
| Product ID | Name | Category | Price | IsElectronics |
|---|---|---|---|---|
| 101 | Laptop | Electronics | 75000 | 1 |
| 102 | Phone | Electronics | 50000 | 1 |
| 103 | Chair | Furniture | 3000 | 0 |
Configuration
Key fields to configure in the Infoveave workflow builder. Full reference available in the documentation.
Columns
Select one or more columns to search. When multiple columns are selected, a row matches if the value appears in any of the selected columns — useful when the same term can appear in a name, category, or description field.
Matching Mode
Complete Value requires the entire column value to equal the search term. Substring matches anywhere within the cell. Regex enables advanced pattern matching for codes, formats, or structured strings.
Normalization Mode
Case Insensitive matches Electronics, electronics, and ELECTRONICS as the same value. Case Sensitive treats them as different. Accent-Insensitive normalizes accented characters — useful for international datasets where the same word appears with and without accents.
Flag Rows
When enabled, adds a 0/1 indicator column rather than filtering rows out. Flag if any column matches triggers when any selected column contains the value; Flag if all columns match requires every selected column to match simultaneously.
Frequently asked questions
Everything you need to know about Filter on Values in Infoveave.
Also in Filtering & Selection — and what runs before & after
Transformations in the same family as Filter on Values, often chained together in the same Infoveave workflow.
Part of Infoveave Data Automation
80+ transformations. Zero manual steps.
Filter on Values 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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