How to use Beast Mode to Filter Out Specific Words or Phrases

LBA

Hi,

I'd like to create a re-useable calc that will filter out certain words or phrases that are found in a field.

example:

Closed Description field might have the words or phrases below which I do not want my cards to display those records.

SPAM, N/A, Dup, Duplicate

Thanks, Lisa

MichelleH

@user03163 You can create a beast mode like the one below that you can use a as a filter. Using the LIKE operator with the % wildcard will allow you to exclude any records that contain the specified text. In this case searching for "Dup" will also return "Duplicate".

case 
  when `Closed Description` like '%SPAM%' then 'Exclude'
  when `Closed Description` like '%N/A%' then 'Exclude'
  when `Closed Description` like '%Dup%' then 'Exclude'
  else 'Include'
end

MichelleH

@user03163 You can create a beast mode like the one below that you can use a as a filter. Using the LIKE operator with the % wildcard will allow you to exclude any records that contain the specified text. In this case searching for "Dup" will also return "Duplicate".

case 
  when `Closed Description` like '%SPAM%' then 'Exclude'
  when `Closed Description` like '%N/A%' then 'Exclude'
  when `Closed Description` like '%Dup%' then 'Exclude'
  else 'Include'
end

LBA

That's awesome. I now have the basics on this and can create more if needed. Really appreciate this :)

Best, Lisa