The First Six "Operators": Equals, Does Not Equal, Less Than, Equal to or Less Than, More Than, Equal to or More Than

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00:00 Let's start talking about how to actually build the filter. So we said you pick your section. This is what the filter that we're going to put in here is going to be filtering on.

00:11 So let's pick the account section basic and we're going to make a filter and we're going to say this filter is going to pull accounts that meet this criteria.

00:23 So let's say I want to filter by different pledge amounts that these accounts have made. Now again, I'm not going to be filtering on pledges right now because I don't care what pledges I see on the pledge list.

00:37 I just care what accounts I see. Once I want to see that account once I want to see that family on this list, I, I want to see all their pledges, but I'm making some criteria for what accounts I want to see.

00:52 And I'm doing that criteria based on pledges. So I want to say this criteria set will query for any records, which have a single I'm going to put them in pledges.

01:00 So let's say that's the first one. So I'm going to see this criteria set will query for a purchase as we did last time and now I'm going to pick the actual field that I'm going to use for this filter.

01:07 So the simplest way let's say we're going to filter on the amount. So I picked them out and and let's say I want to say it equals $500.

01:17 Fine. This criteria set will pull any accounts which have at least one pledge in the amount of $500. Now we can get a lot more intricate here.

01:29 So first of all, if we notice over here we don't have to only do equals. We actually have eight options over here.

01:36 I'm going to talk about these eight options right now. We can do equals. That's of course the simplest one. The one that's going to just be there by default.

01:44 We can choose less than so the amount is less than $500. So what would that mean that that would mean any account that has a pledge a single pledge at least one I could have 30.

01:58 But any account that has a single pledge. A single pledge with the amount of that pledge being less than $500.

02:06 So let's actually pull this list and we'll see where this takes us and we'll discuss it a little bit. The pledge list is set to ask me if it should show the totals how it should sort exactly some reports have a built in prompt when you actually click to preview them and we're just going to ignore this

02:24 for now because we don't really care. And it's going to show me the report. Let's zoom in a little and let's see what it's going to do.

02:30 What's going on. So we have account 295. We have actually have a bunch of pledges from account 295. We see it here a bunch of times and we can see pledge amount which is what we were filtering on.

02:44 $45 $18. Now all these things are this is under 500. So as soon as the system saw that the habits have a pledge for $45.

02:55 They put the habits and they brought all pledges from the habits and put them into this place. Pledge list. Here's another one that would have gotten the habits in.

03:04 Here's another one. Here's another one. Here's one that would not have gotten the habits and look $1,000 a thousand dollars a thousand dollars $500 as well would not have gotten them in because we didn't do equal to or less than we did less than $500.

03:21 $500 is not less than $500. So all these would not have gotten them in. Why are these all here? Because we said that it's not going to be a $500.

03:30 And as long as the account has a pledge for less than $500, they get in this got it in this got it in this got it in this got it in any of those first five got it in.

03:44 And that this one this one this one this one this one this one, and this one also would have gotten it in.

03:49 So we have six pledges for the habits that would get them in four pledges that would not. But they're still there because we never told it to not show those we could as well.

04:14 And that's the coming time and for me Abraham have a $10 pledge so they're in and we see they have more pledges to 150 that would also get them in 360 150 100 4000 550 would most certainly not get them in but it's still there because they're in because they have a pledge for less than $500.

04:34 Okay, let's go back let's edit the filter that's here, we'll click edit and back to the account section where we were just filtering so that's an example of amount being less than $500.

04:45 We're filtering the section accounts that's what we're filtering at the pledges we're filtering the accounts we're putting a criteria on or criteria on the accounts section and we're saying the accounts have to meet the criteria of.

05:00 We're having at least one single pledge in the amount of less than $500 now we can change this of course we can say equal to or less than $500 that's of course a very small difference but it makes a difference we can do more than $500 and we can do equal to or more than $500.

05:19 So again that's that's almost the same thing as more than but equal to would include this actual number and more than would mean more than.

05:27 Let's pull that list so again we're filtering for accounts that have at least one pledge was amount is equal to or over $500 let's say again it's asking us this prompt we're just going to ignore it doesn't matter for us right now let's zoom in and we have the it's again because they have a thousand 

05:46 dollar pledge they also have a $500 pledge we said equal to or more than $500 okay let's move on Abraham is here again because they have what do they have 4,550 here we go that's equal to or over $500 and with all of the accounts that we see here we're going to find.

06:07 That they have pledges what equal to or over $500 now let's go back to our filter so we covered 5 of these the 5 simplest ones we covered equals.

06:17 We covered less than and equals to or less than and we covered more than and equals to or more than now there are 3 more which are more complex one is not equals to if you notice this symbol is the combination of.

06:47 So the amount is not $500 this criteria set will query for any records which have a single pledge in which the amount is not $500 so let's pull that and again we have the habits because they have pledges that are not $500 we have the Abraham's they have pledges that are not $500.

07:08 Our last two options are less to operators are like and not like we'll discuss that on our next video one complex point.

07:18 About the not equals to option now there's a similar thing you could do on the filter and I want to discuss the difference so if you notice even before we get to these operators there's something called do not have the very first.

07:37 The second if you count the second sections is the first thing you pick and then the second thing that you pick before you even pick the name of the entity and the fields is is whether the filter is going to be have or do not have so here's my question this filter that we just did.

07:55 Is saying this filter will pull accounts which have at least one pledge we're in the amount is something other than five hundred dollars what is the difference and there is a very big difference what is the difference between that and if I would just say.

08:16 This criteria set will query for any records which actually do not have pledges in the amount I would do other than do that equal five hundred dollars so the first time we did this filter will pull accounts which have pledges that are other than five hundred dollars.

08:33 And now we're doing this filter will pull accounts which do not have pledges do not have even one single pledge with the amount of five hundred dollars so there's really two differences and the first one is that if you say this filter will pull any accounts which do not have any pledge of five hundred

08:55 dollars that means. That we don't care what pledges you have you can none of your pledges you can have a thousand pledges they could be all different amounts none of them can be five hundred dollars as opposed to if you say this filter will pull any rec any accounts which have pledges that are other

09:14 than five hundred dollars. This does not mean that you don't have a pledge of five hundred dollars in fact the account could have five hundred pledges and each of those pledges could be five hundred dollars and then it could have one pledge of four hundred ninety nine dollars and the account will still

09:32 be pulled because it is an account that has at least one pledge with an amount that is different than five hundred dollars and again that's different than which do not have pledges that equal.

09:45 Five hundred dollars because in that case it doesn't matter what pledges you have you cannot have any pledge for five hundred dollars so you could have five hundred pledges that equal four hundred dollars and one pledge with five hundred dollars you won't get in because you are not an account that does

10:03 not have pledges that equal five hundred dollars. Now the second difference is that when you say this filter will pull any accounts which do not have any pledge equaling five hundred dollars.

10:17 What about if the account does not have a pledge at all so think about it what's the English sentence over here.

10:24 This filter will pull any accounts which do not have even one pledge of five hundred dollars nowhere in that instructional sentence is there any indication.

10:37 Is there any requirement that there be even a single pledge on the account maybe the account never gave a penny to your organization because if you have no pledges you certainly do not have a pledge that equals five hundred dollars.

10:51 By contrast if you say this filter will pull any accounts which have at least one single pledge with the amount being different than five hundred dollars.

11:03 Let's think about that sentence carefully this filter will pull any accounts which have at least one single pledge where the amount is different than five hundred dollars must have made a pledge on record and admire to your organization.

11:20 The reason is because this sentence again it's all about the sentence this filter will pull any accounts which have at least one single pledge where in the amount is something other than five hundred dollars.

11:38 One dollar three hundred dollars five million dollars are all amounts that are other than five hundred dollars. The only thing that is not an amount other than five hundred dollars is when there is no amount because the pledge doesn't exist.

11:55 Let's actually pull these reports start again from the beginning of our two differences we said both sides of each of the two differences so let's start again.

12:04 So if we start over here we had started here do not have equal so we said filter will pull any accounts which do not have even one single pledge we're in the amount equals five hundred dollars and we said that that means that no matter how many pledges other than five hundred dollars you have for this

12:23 account. The only thing that matters is you need to have zero pledges for five hundred dollars you need to not have any pledge whatsoever within a amount of five hundred dollars.

12:36 So we will see if we pull the report now that we will not see any pledge for five hundred dollars because even though we're not filtering on the pledge section and we're filtering on the account section by definition if an account.

12:49 Has a if there is a pledge of five hundred dollars it won't show up because if there's a pledge of five hundred dollars, it means it's obviously on an account that made a pledge of five hundred dollars because it exists.

13:01 So it won't be on our pledge list because we're saying we only want to counts that do not have any pledge for five hundred dollars.

13:09 Let's just prove ourselves right so we could be happy we'll ignore this let's zoom in and we have the pledge amount over here let's go through we will not find five hundred dollars anywhere anyone see five hundred dollars.

13:24 Hey let's let's we should we search for five hundred dollars let's search for it oh I bet you will find it in like a phone number or something let's search for it now we'll find it out for.

13:33 Oh, there we go. Oh, even worse, six thousand five hundred six thousand five hundred okay but obviously nothing of oh look what we have here five hundred dollars let's see what that is and it's not.

13:53 Pledge amount section it's in a different column so and they'll all be like that of course yeah they're all if we if we remember the amount was the first one it says on the top of each page and these are all not in the first column but all not in the amount.

14:08 There is no amount here of $fit. See 19,500, 6500, 1500, 1500 lots and lots over here all manner of different stuff 29 to nine five zero zero that's in an address and you know there's something else that caught my eye in the beginning it said 500 and I wonder what this one was oh it was the account 

14:32 the account ID was 500. Anyway, so ladies and gentlemen you can go through you can test this out on your own databases but you will of course not see any we have 5500 but because we did the filter properly you will not see any pledge amount on this whole pledge list of 76 pages you will not see any pledge

14:53 amount for $500 now let's go back to editing our filter and now let's say we say this filter will query this filter will pull all accounts which you have to do.

15:05 Have pledges other than $500. So now now we will see pledges of $500 because all we're saying is that to get into our our report our pledge list that we're pulling right now with this filter to get in you need to be an account that has at least one pledge where the amount is different than $500 do we

15:29 care if you have a $500 pledge no in contrast to when we said do not have equals $500. $500 when we just said as we just showed that you have to have zero pledges of $500 no matter what other pledges you have in this case we're saying this filter will pull any accounts which have at least one pledge

15:47 with the amount being different than $500 we don't care if you also have $500 pledge you can have a million $500 pledges as long as you do as long as you have at least one other pledge with the amount being something other than $500.

16:04 $500 so what's the only thing that we will not see when we press OK now and press preview was the only thing we will not see we will not see accounts that only have a pledge of $500 that's the only thing that we won't see.

16:19 And let's just show that anyone that says $500 will for sure have right next to it another pledge amount another pledge to the same account because we're also cannot possibly show up because we're saying that any account that comes up here must have at least one pledge with an amount being different

16:37 than $500 so let's actually see click on the first one $500 this is a pledge this is actually in the first column a pledge of $500 and let us see that they.

16:49 Let's just move this over the abbots are our favorite people over here the abbots $500 and they also have a pledge of $300 they also have other pledges on top if we remember correctly.

17:00 But they also have a pledge of $300 so we know that they are allowed to be here let's see the next one $500 again this is again I think the abbots oh no that's not even in the amount section we could just ignore that one here's another $500 in the amount section yes yes okay let's check who thinks we're

17:18 going to be proven wrong I don't think so and there we go. $500 pledge from the adlers but look at this the adlers have also given a $200 pledge so they're allowed to be here because they have at least one pledge with the amount being different than $500 also get another one $500 oh no that's not in

17:39 the first one let's look at this one here here again we have a pledge amount of $500 from the acromids and the acromids have also given a $36 pledge so they're good they've also given a $225.

17:52 $5 pledge maybe they've given a bunch of other ones yeah also a $36 one here either way they're allowed in because they have an account they are on account that has at least one pledge that is other than $500.

18:05 OK let's move on now we still have two more to show examples for so we had the next point had been again back to our do not have which is this filter will pull any accounts which do not have even one single pledge in the amount of $500 so this filter does not care if an account has any pledges at all

18:27 you can have no pledges would get through this filter because if you have no pledges you also most certainly do not have a pledge of $500.

18:34 I can't prove that to you with the pledge list because you won't get on to a pledge list if you have no pledges not by virtue of the filter just my virtue of the fact that if you have no pledges why are you on a pledge list so I wanted to prove to you that this would allow through accounts that have

18:51 no pledges whereas when we have this filter will pull any accounts which have pledges in the amount that is different than $500 you would need to have at least one pledge so it's not going to work with a pledge list.

19:04 Let's actually switch this up just a little bit and we will see how it will work with an account list with pledges so if we look at an account list with pledges and we're going to talk a lot more about this because this actually gets right into the.

19:21 Yeah, of my favorite topic, who remembers my favorite topic, yes, yes, the filter sections are my favorite topic now so we're not going to talk about why this is peach and this is white, but we will talk about that in a later video, but what is related to that without explaining to without explaining

19:40 it fully right now what is related to that is that an account list with pledges is. Going to show accounts, even if they don't have pledges there's a difference between this is actually a good thing to know anyway, especially if you're working in the financial office.

19:56 So good thing to know there's a difference between the countless with pledges and a pledge list a pledge list is a list at its core a list of pledges so.

20:07 That's a list of pledges, if an account has no pledges, or if you said that that type of pledge should not show up because you filtered it out the account won't show up either because account are only showing up to show that they are the account information of a particular pledge now when we have an

20:23 account list with pledges is actually it's it's a similar report, but it's doing something a little bit different. It's not a list of pledges that just happens to also have account information next to each pledge it's actually a list of accounts first and foremost rather than being at its core a list

20:40 of pledges it's at its core a list of accounts and then by each account it will list the pledges. So, no, let's actually just show an account list with pledges just so it's just so I'm talking about it's clear so over here instead of having as we had before account information pledge account information

20:58 pledge we could have the same account a bunch of times as we saw before but it was at its core a list of pledges over here we have at its core a list of accounts each account has the pledges listed here.

21:11 The account information is only listed once because it's at its core a list of accounts and then you're saying all the pledges as opposed to when the it's a list of pledges like a pledge list and then it'll say the account information a bunch of times because it's a list of pledges every pledge gets

21:27 its own line and has its account info next it here it's an account list with pledges so first of all it's an account list and then at each account it will say all of its pledges now.

21:39 Here, if we filter out certain pledges let's say we end up filtering out all the pledges on a particular account let's say we say it has to only we only want to see pledges that are over 10 million dollars so we see over here the abbots are our favorite account.

22:00 They do not have any pledges over 10 million dollars so all their pledges would not show up but the abbots will still show up because this had its core is an account list so they'll show up with no pledges let's actually.

22:13 Just show that again this is all the soul really to get to the point that I wanted to show you the other difference between do not have and.

22:22 Have something other than but let's just take a look let's let's unfiltered the accounts now the accounts will have no filter I did not filtered now do pledges basic has oh I guess I had something stored there let's get back to let's do a mount equals 10 million I think.

22:41 10 million yeah 10 million preview now will we see if we zoom in that all these wonderful accounts I don't know it could be there is one random account that actually has a 10 million dollar pledge somewhere down the line.

22:54 This is a demo of course so I don't know what was one information is in here but this information is all not real but at least most accounts if not every.

23:05 And certainly the abbots now have no pledges to speak of on this report there are no pledges here there is only account information why because.

23:15 We said that we only want to see pledges of 10 million dollars and nobody or almost nobody has that however the accounts are still showing up because we never filtered out the accounts and this at its core is an account list.

23:29 The pledges are secondary to the account list will talk more about this in later videos it comes up again in regards to peach and white as we said for now just understand that an account list of pledges is at its core and account list now let's say we go back to our filter we take off the filter on 

23:45 the pledges I don't want to filter the pledges. I want to go back to what we were doing before we were just filtering the account section see we're back on the account section we're just on the basic filter of this filter will pull.

23:58 Any accounts which and let's go back to what to what we were doing which do not have even one single pledge with the amount of.

24:07 $500 so if we pull if if we do this as we just said we said that this fill if we read the English sentence this filter will pull accounts which do not have any pledge in the amount of $500.

24:23 We said our second difference was that that means if you don't have any pledges, you'll still be pulled on the report because if you don't have any pledges you certainly don't have a pledge of 500.

24:37 I want to find an account with nope pledges to speak of an here we are. Account 755 Mr. Hi Emilio Adler.

24:45 We have said Mrs. Hobby Adler and we also have an account called admire. Again, these are all fake demo accounts and they have no pledges to speak of these three accounts at least.

24:55 I'm sure there's more down the line. These three accounts have no pledges to speak of. They are still here. Why?

25:01 Because our filter was to put our filter said to pull accounts which do not have even one single pledge in the amount of $500.

25:09 If you have no pledges you certainly don't have a pledge of $500. Now let's show the opposite. So if we go back to our account section and we switch it to have pledges in the amount being with the amount being other than $500.

25:25 If you think about the English sentence, you must have a pledge in order to be considered that you have a pledge that is different than $500.

25:36 Now let's show that no accounts with no pledges will show up right now. Zoom in. If we scroll down that there are no accounts whatsoever on this report that do not have any pledges.

25:50 Let's end. Let's finish. This video has gone long enough just to go over the last point that we just said just so we sum it up.

25:57 There are two differences between this filter will and again, there are not differences that you really have to memorize to really just about thinking clearly about what the English sentence is saying that's really all you have to do.

26:12 Do not have to memorize what I'm saying you just have to memorize one thing that the rule about filters is literally just to think about the English definition in English of the sentence that you're reading.

26:25 So we had this filter will pull any accounts which have pledges in the amount with the amount being different than $500 versus which do not have pledges with the amount equaling $500.

26:41 So the differences were that this filter will pull any accounts which have pledges with the amount being different than $500.

26:49 One, that means that we don't care if you have a $500 pledge. You're totally allowed through our filter. You're allowed on to our report.

26:58 You can have a bunch of $500 pledges. The only thing we're saying is that you have to have at least one pledge that is not $500.

27:05 As opposed to when we said, do not have even one pledge that equals, we put an equal sign, $500. That meant you cannot have any pledges that are $500.

27:17 That means we don't care what pledges you have, but you can't say like we said here that you can have a bunch of $500 pledges as long as you have one pledge that's not.

27:26 No, you have to not have $500 pledges at all. The other difference is, difference number two, and we really are about to finish.

27:35 Get excited. We really are about to finish until next time. Don't worry, we have many more videos to do. But we really are about to finish at least for now.

27:43 The second difference between those two types of filters is that when we say this filter will pull any accounts which have at least one pledge, where the amount is different than $500, one thing you know about this account is that it definitely has at least one pledge.

28:02 It has definitely recorded at least one pledge in admire because it cannot have the HAV, it cannot have a pledge with the amount being different than $500 if it does not have a pledge.

28:17 As opposed to if we say this criteria set will query for any accounts which do not have a pledge in the amount of $500, the account may have perhaps may have no pledges at all.

28:35 Because if you have no pledges at all, you certainly also do not have even one pledge equaling $500 if you've lasted till now, go make yourself a coffee and then come back and listen to the next 50 videos.

28:52 Yay! Just I have to make them first. So maybe wait a few days, Tom.