How do I use advanced logic filters with my Safety Intelligence filters?

Table of Contents

1. Overview
2. Creating Advanced Filters
3. Filter Section Enhancements
4. Filter Groups
5. Additional Considerations

1. Overview

Incorporating logic with filters allows you to sift through vast amounts of data to find more concise information. For more complex analyses, you may need to apply advanced filters involving multiple conditions (e.g., AND, OR operations).

Safety Intelligence allows you to apply sophisticated AND/OR logic to filters in an Explore, directly above your dataset. This means you can fine-tune your safety reports with combined filter conditions without delving into complex manual expressions.

2. Creating Advanced Filters

To access advanced filters, create a new explore or click 'Explore from Here' when editing a dashboard tile.

Filters can be added in several ways:

• Click on the (1) 'Filter by field' icon next to a filter name found in the Explore field picker 
• Click the (2) 'Filter' button in the upper Filters section of the Explore interface to bring up an overlay window where you can search and add filters
• Choose the (3) cogwheel icon in the field's column within the data table to add a specific filter
• To discard a filter, click the (4) 'X' button on the right side of the filter to remove it

Understanding AND vs. OR Logic

When selecting the AND logic, a result will appear after running only when that result meets ALL filter criteria, which will narrow down a dataset. For example, the following Explore uses the AND logic in the filters. For a result to display in the table, the form must meet all filter criteria due to the use of the AND logic, therefore every record would need to represent a form that is both an 'incident' type form and has Form Scoring. The fields that have been filtered are also selected in the example to illustrate that each record meets both criteria.

Using the same example, switching to OR logic broadens the results considerably as each result only needs to meet ONE of the filter conditions. You'll see that each record either is an incident Form Type OR has Form Scoring. In addition, you'll also notice there are 21 records vs the 8 records when utilizing AND.

*Notice: Use OR logic cautiously to ensure your results remain relevant to the analysis you intend to perform*

3. Filter Section Enhancements

Upon adding multiple filters, you'll see new controls that allow you to switch between AND and OR logic. This flexibility helps you build filter groups that refine your data more precisely.

Key options include:

1. AND/OR toggle: Switch between combining filters with AND or OR logic. This is especially useful when you have multiple conditions to consider, but you may not want them to interfere with each other.
2. Add Filter: Introduce additional filters within the same logical group to refine your analysis.
3. New Group: Craft a new filter group to separate distinct filtering logic for different data scenarios.
4. Custom Expression: For more complex queries, manually create a custom expression using Lexp.

Best Practice Tip

Before changing from AND to OR logic, consider whether the results you seek should satisfy all conditions (AND) or just any of them (OR). This understanding is crucial in ensuring the data you're analyzing is accurate and relevant to your safety objectives.

4. Filter Groups

Within Safety Intelligence, filters can be organized into groups using AND/OR logic to refine data analysis. For instance, you can set up Group A and Group B with distinct filter criteria and configure the Explore to display results that meet the conditions of either Group A OR Group B. This feature enables the efficient analysis of complex, multi-condition scenarios within your safety data environment.*

For example, the following Explore filters contain two groups separated with OR logic:

1. Form Date is in the last 30 days AND Question Name is Injury Type AND Answer is Slip and fall OR
2. Action Item Priority Ranking Description is Severe AND Action Items Creation Date is in the last 90 days

The resulting Explore will show data for sites where there were Slip and fall injuries reported in the last 30 days OR sites with Action Items assigned Severe priority status and that were created in the last 90 days.

*Notice: There is no limit to the number of filter groups that can be created, however, excessive filter groups will impact dashboard and browser performance.*

Grouping Use Case Example

Try setting up filter groups in Safety Intelligence to manage tasks more efficiently. For instance, create a group to filter for "Action Items with a due date this week AND priority high" (GROUP A) and another group for "Action Items overdue AND priority critical" (GROUP B). You can then analyze these groups together or separately, helping you prioritize urgent safety tasks effectively.

5. Additional Considerations

• Filters will default to AND logic, but if your first group contains a mandatory filter, AND will be your standard setting.
• OR logic isn't available when filtering numerical measures due to their quantitative nature.

By leveraging these enhanced filters, you can efficiently dissect your safety data, ensuring your organization's insights are precise and actionable.