# Filters

## **Overview**

Filters are powerful tools in Secoda that enhance your ability to efficiently explore and access metadata. This guide explains how to set up and effectively use filters in both the Catalog and Search functions.

## **Filtering your Search**

Use Secoda's [Search](/features/search.md) function to apply filters and narrow down your results. This is particularly useful when searching for specific data characteristics across your entire database.

<figure><img src="https://secoda-public-media-assets.s3.amazonaws.com/2486cba9-359b-4190-bf17-634b41c8d3a9.gif" alt=""><figcaption><p>Filtering Search</p></figcaption></figure>

### Filter categories

In Secoda, you can apply filters based on the following categories:

| Type                     | Filters                                                                                                     |
| ------------------------ | ----------------------------------------------------------------------------------------------------------- |
| Resource characteristics | Type, Integration, Related, Quality                                                                         |
| Metadata properties      | Title, Description, Tags, Status, Priority, Published, Collections, Owners, Governance, Verification, Teams |
| Temporal filters         | Created time, Updated time, Externally updated time                                                         |
| Source filters           | Metadata source, Group, Schema, Database, Table                                                             |

### Build filters with operators

Once you add a filter, refine it with operators. The filter type itself cannot be changed, but you can modify other components of the filter to tweak your query. For example, a filter for "Owner is <ainslie@secoda.co>" can be adjusted as follows:

* Clicking on "is" allows you to change the operator to "is not" or "is not set".
* Clicking on "<ainslie@secoda.co>" will display a selectable list to modify the owner.

We support the following operators in Secoda, which will show up depending on the type of filter and selections:

* *is, is not,* and *is not set* when one option is included in the filter.
* *is any of, is not* and *is not set* when multiple options are included in the filter.
* *is on or before* or *after* for date-related filters.

<figure><img src="https://secoda-public-media-assets.s3.amazonaws.com/9a35f094-a99f-4f61-9b9e-ceb706b758f6.gif" alt=""><figcaption><p>Advanced filtering in Search</p></figcaption></figure>

### AI Filters

With AI Filters, you can filter your data using plain language, making it easier to find exactly what you need. Simply select "AI Filters" and type out what you'd like to see. This limits the amount of clicking and searching, saving you valuable time.

{% embed url="<https://www.loom.com/share/c2e0283f1c374a3abf2dd3f300328079?sid=45c7acb2-2e06-4913-88db-ee4c417a1c7c>" %}
AI Filters
{% endembed %}

### Create views

Consider saving your filters with [Views](/features/views.md) to streamline your workflow, particularly if you frequently revisit specific datasets. Saved views can be quickly accessed, reducing the time spent reapplying the same filters.

### **Advanced Filtering Capabilities**

* **Nested Search in Filters:** We've added nested search capabilities to filters. For instance, you can directly search for a user's name without having to navigate through "Owners" first. This makes it quicker and more intuitive to find specific entries.
* **Keyboard Shortcuts for Filters:** To improve efficiency, you can now use the keyboard shortcut '(f)' to open filters and navigate through them with ease.
* **Combining Filters:** Combine multiple filters for more precise data retrieval. For instance, you can combine filters for 'Owners' and 'Status' to track recent changes by specific team members.
* **Using Boolean Operators:** Incorporate operators such as *IS, IS NOT* for complex searches that require a combination of conditions.

## **Applying Filters in Catalog**

To utilize the advanced filtering capabilities:

1. **Access Filters:**
   * Go to any section where Filters can be applied, such as the Catalog, Collections, Metrics, Dictionary, Documents, or Questions. For this example, we'll use the **Catalog**.
   * Click 'Add filter' above the table and begin typing to add or adjust filters without pre-selecting a category. Tip: You can type a value like "Snowflake" instead of having to click through "Integrations" + find and click Snowflake.
   * Alternatively, click on the column header that corresponds to the metadata type you want to filter (e.g., Integration, Type, Owners).

     <figure><img src="https://secoda-public-media-assets.s3.amazonaws.com/82f1031c-02aa-4831-9ede-d7169472bcaa.gif" alt=""><figcaption><p>Accessing Filters</p></figcaption></figure>
2. **View Filtering Options:**
   * Upon clicking the column header, a menu will appear offering several actions:
     * **Sort Ascending/Descending:** Order the metadata based on the selected column.
     * **Add Filter:** Customize your view by selecting specific criteria. This option is particularly useful for narrowing down your data visibility according to specific requirements.

       <figure><img src="https://secoda-public-media-assets.s3.amazonaws.com/2ac2e05f-a8c7-4134-934d-950bc83b9e00.png" alt=""><figcaption><p>Filtering Options</p></figcaption></figure>
3. **Apply Filters:**
   * Select ‘Add Filter’ and choose the desired criteria from the list to refine your Catalog view.

## **Use Case: Filtering for Undocumented Resources**

Filters can be used to identify resources that have not yet been documented in the workspace.

For example, to find resources without descriptions:

1. Click into the **Catalog**.
2. Navigate to the 'Description' metadata column.
3. Select 'Add filter' and 'is not set' to filter and display resources that lack descriptions.

Next you can apply descriptions in bulk using the [AI description editor](/resource-and-metadata-management/add-documentation/ai-description-editor.md)!

<figure><img src="https://secoda-public-media-assets.s3.amazonaws.com/49766660-37a7-4a00-ad2f-67743f5323f5.gif" alt=""><figcaption><p>Filtering for Description 'is not set'</p></figcaption></figure>


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Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
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```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
