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⊡ Working with Data

Filtering in Marquis IQ

Marquis IQ offers two ways to filter your data — the Filter Pane for building multi-field criteria, and In-Grid Filtering for quick filters from any cell.

UI Terms Used in This Guide

These names are used consistently throughout Marquis IQ documentation.

Term What it means
Filter Pane The panel on the left side of every screen containing all available filter fields for that view.
Filter Field A single filterable data field within the Filter Pane (e.g., Family Name, ERP System, Payment Terms). Each Filter Field corresponds to a column in the Data Grid.
Filter Value The value you enter or select in a Filter Field (e.g., Washington, Net 30).
Filter Condition Whether a Filter Field is set to Include (return matching records) or Exclude (remove matching records).
Match Type How the Filter Value is compared to the data — Exact, Contains, or Starts With.
Active Filter Tag The colored pill that appears on a Filter Field once a value is set. The color encodes both the Filter Condition (Include or Exclude) and the Match Type (Exact, Contains, Starts With) simultaneously — six combinations in total.
Data Grid The main data display area — rows and columns of records. Filters apply to the Data Grid.
Row A single horizontal record in the Data Grid.
Column A vertical series of values in the Data Grid, corresponding to a single data field.
Button A clickable element that performs an action (e.g., Search, Reset).
Kebab Menu The icon that appears on rows, cells, and pane headers. Clicking it opens a menu of contextual actions for that element.

Video Walkthrough

In this video

  • Building a multi-field filter using the Filter Pane
  • Using Include, Exclude, and Match Type options
  • Filtering on date ranges and relative periods
  • Reading Active Filter Tags at a glance

Video Coming Soon

Method 1 — Filter Pane
Best for multi-field criteria and saved views

The Filter Pane runs along the left side of every screen. It contains one Filter Field for each column available in the current view, organized into logical groups. Filters applied here affect the entire Data Grid.

1 2 3 4
  1. 1 Find Field — type a partial name to jump to any filter field without scrolling
  2. 2 Filter Field — one per available column; click to expand and set a value
  3. 3 Active Filter Tag — colored pill showing the active filter value; color encodes condition + match type
  4. 4 Data Grid — reflects all active filters after you click Search

Find Field

The Filter Pane can have 20 or more Filter Fields depending on the view. Use the Find Field search box at the top of the Filter Pane to locate a specific Filter Field by name without scrolling.

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Don't know which group a field is in? Type a partial name — type Terms to instantly surface the Payment Terms filter, or type Date to see all date-related Filter Fields.

Hide Unused Fields

When multiple filters are active it can be hard to see which ones are influencing your results. Click the Kebab Menu () at the top of the Filter Pane and select Hide Unused Fields. Marquis IQ will collapse any Filter Field that has no active value, leaving only the fields that are currently filtering your data.

11 12
  1. 11 Kebab Menu () — options button at the right of the Find Field row; opens filter pane settings
  2. 12 Hide Unused Filters — toggle on to collapse every Filter Field with no active value, leaving only the fields that are actively filtering

How Filters Combine

Every filter you set is stacked onto all previous filters as an AND condition. Marquis IQ returns only records that satisfy every active filter at the same time.

Example: Family Name = Acme Holdings AND ERP System = Dynamics Nav → the Data Grid shows only Acme Holdings records that are also on Dynamics Nav.

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Need OR logic? Standard filters cannot express "Washington or Oregon." For OR conditions and more complex queries, use the Advanced Filter Pane — see Advanced Filtering.

Setting a Filter Field

  1. 1
    Click a Filter Field to expand it

    Click any Filter Field. The control that appears depends on the data type — a pick list for lookup fields, or From / To inputs for numbers, currencies, and dates. See Filter Field Data Types below.

  2. 2
    Enter or select a Filter Value

    For pick list fields, values appear as you type — select one or more from the list. Fields with a large number of values (such as Customer Name) do not pre-populate; you must start typing to trigger a search. For range fields, enter a Start value, an End value, or both — see Filter Field Data Types for range query logic.

  3. 3
    Set the Filter Condition — Include or Exclude

    Every Filter Field defaults to Include. You can change it to Exclude using the condition toggle. See Include vs. Exclude below for guidance on when to use each.

  4. 4
    Set the Match Type (text fields only)

    For text Filter Fields, choose how the Filter Value is compared to the data: Exact, Contains, or Starts With. See Match Type below.

  5. 5
    Click Search to apply

    Click the 🔍 Search button at the bottom of the Filter Pane. Marquis IQ refreshes the Data Grid to show only records matching your active filters. An Active Filter Tag appears on each Filter Field with a value set.

Filter Field Data Types

The control that appears when you expand a Filter Field depends on the field's data type. Five types exist in Marquis IQ:

  • Small Pick List
    A dropdown pre-populated with all available values in your data. Click to open or start typing to narrow the list. Select one or more values.
    Examples: ERP System, Payment Terms, Billing State
  • Large Pick List
    Fields with too many values to pre-populate start empty — you must begin typing to trigger a search. The list refreshes with matching values as you type.
    Examples: Customer Name, Master Customer Name, Organization Name
  • Number Range
    Displays From and To inputs. Fill one or both:
    • From only → greater-than-or-equal query
    • To only → less-than-or-equal query
    • Both → between query (inclusive)
    Combine with Include or Exclude to ask whether a value is or is not within the range.
    Examples: Customer Number, Match Confidence
  • Currency
    Same From / To range behavior as Number Range. Leave one end blank for open-ended queries; fill both for a between query. Include or Exclude applies to the range.
    Examples: LTM Invoiced, LTM GP$
  • Date
    Supports both fixed Range queries (Start Date / End Date) and Relative queries (This Year, Prior 3 Months, Next 30 Days, etc.). See Date Fields below for the full picker interface.
    Examples: Assigned Date, Last Activity Date

Date Fields

Date fields offer the most flexibility of any filter type. Clicking a date Filter Field opens a panel with six tabs: Range for fixed calendar dates, and Years / Quarters / Months / Weeks / Days for relative date expressions. All tabs share the same Include / Exclude condition selector and an Include Blanks option for surfacing records with no date on file.

Range

Enter a Start Date, an End Date, or both. Leaving one end blank creates an open-ended query — Start only means "on or after," End only means "on or before." Check Include Blanks Only In Result to retrieve records that have no date value at all, which is useful when auditing missing data.

5 6 7
  1. 5 Date Mode Tabs — switch between fixed-date Range and relative period queries (Years, Quarters, Months, Weeks, Days)
  2. 6 Start / End Date — enter either or both; leaving one blank creates an open-ended (≥ or ≤) query
  3. 7 Include Blanks Only In Result — returns records with no date value; useful for auditing missing data

Relative Dates

The Years, Quarters, Months, and Weeks tabs each offer two sub-modes toggled by the Relative / Range button bar at the top of the panel.

Relative sub-mode presents radio buttons for This, Prior, and Next for single-period shortcuts, plus checkbox inputs for rolling windows of any size (Prior N / Next N). A "Prior 3 Quarters" filter automatically shifts backward as time passes — no manual update needed.

Range sub-mode provides From and To dropdowns populated with period labels (e.g. Q1 2024 → Q4 2024) for selecting a fixed span without typing raw dates.

The Days tab uses the same layout but substitutes Yesterday, Today, and Tomorrow for the This / Prior / Next radio buttons.

8 9 10
  1. 8 Relative / Range toggle — Relative picks periods by name (This / Prior / Next); Range picks a period span from a dropdown
  2. 9 Single-period shortcuts — radio buttons for This, Prior, and Next year with no number entry required
  3. 10 Rolling window inputs — check Prior or Next and set a count; the filter re-evaluates automatically each time the workbench loads

Active Filter Tags

Once a filter is applied, the Filter Field displays a colored pill — the Active Filter Tag — showing the active value at a glance. The pill color encodes both the Filter Condition and the Match Type at once, so you can read your entire filter setup without expanding any field.

Acme Holdings ✕ Include · Exact
Acme Holdings ✕ Exclude · Exact
Acme ✕ Include · Contains
Acme ✕ Exclude · Contains
Acme ✕ Include · Starts With
Acme ✕ Exclude · Starts With

Click an Active Filter Tag at any time to change the Filter Value, Filter Condition, or Match Type without reopening the full Filter Field.

Reset

To clear all active filters at once, click the ↺ Reset button at the bottom of the Filter Pane. All Active Filter Tags are removed and the Data Grid returns to its unfiltered state. Click 🔍 Search to reload.

Include vs. Exclude

Every Filter Field can be set as either an Include or Exclude condition. You can combine Include and Exclude filters across different fields at the same time.

Include

Return only records that match. The Data Grid shows records where the field value satisfies the Filter Value and Match Type.

Example: Set Billing State to WA with Include → only customers in Washington appear.

Exact Contains Starts With

Exclude

Remove records that match. The Data Grid shows all records except those where the field value satisfies the Filter Value and Match Type.

Example: Set Billing State to WA with Exclude → all customers except Washington appear.

Exact Contains Starts With

13 14 15
  1. 13 Include — show only rows where the field value matches your filter
  2. 14 Exclude — hide rows where the field value matches; all other rows remain visible
  3. 15 Match Type submenu — Exact, Contains, or Starts With; applies to whichever condition (Include or Exclude) is active

Match Type

For text Filter Fields, Match Type controls how the Filter Value is compared to the data. Filters are not case-sensitive — WA, Wa, and wa are treated identically.

Match Type Behavior Example — Filter Value: WA
Exact Data value must equal the Filter Value exactly. Returns WA only. Does not return Washington or Hawaii.
Contains Data value must contain the Filter Value anywhere within it. Returns WA and Hawaii (contains "wa") and Washington. Use Exact if you need precision.
Starts With Data value must begin with the Filter Value. Returns WA and Washington. Does not return Hawaii.
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Contains can return unexpected results. Filtering by WA with Contains will also match Hawaii, Newark, and any other value containing those two letters. Use Exact or Starts With when you need a precise match.
Method 2 — In-Grid Filtering
Best when you're already reviewing data and spot a value to filter on

In-Grid Filtering lets you apply a filter directly from any cell in the Data Grid — without opening the Filter Pane. It is the fastest way to filter when you are already in the flow of reviewing records and see a value you want to isolate.

  1. 1
    Right-click a cell or open its Kebab Menu

    Find the cell in the Data Grid containing the value you want to filter on. Click the Kebab Menu () that appears when you hover over the cell or row. The Kebab Menu is available on every row and column throughout Marquis IQ.

  2. 2
    Select Filter from the menu

    In the Kebab Menu, choose Filter (or Filter by this value). Marquis IQ pre-fills the corresponding Filter Field in the Filter Pane with the cell's value and sets the Match Type to Exact.

  3. 3
    Review and apply

    The Filter Pane updates to show the new Active Filter Tag. Adjust the Filter Condition (Include / Exclude) or Match Type if needed, then click 🔍 Search to apply.

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In-Grid Filtering adds to any filters already active in the Filter Pane — it does not replace them. This lets you progressively narrow results by clicking values directly in the grid.

Related Topics

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