Filter Options for Duplicate Tasks
You can use filters to retrieve the clusters from a task that meet the data criteria that you specify. You can define a filter on the Data Editing tab and on the Data Audit tab.
Use the filter options to show or hide the clusters that contain a data value or that share a status that you specify. The Data Audit tab contain additional options to show or hide clusters based on the saved date and the review status of the clusters.
You can apply multiple filters on each tab. When you apply multiple filters, the Analyst tool returns the records that meet all of the filter criteria.
Data Filters in Duplicate Record Tasks
Use the filters on the Data Editing tab to identify a set of clusters with common data features. When you apply a filter, the Analyst tool lists the clusters that meet the filter criteria.
The Data Editing tab has the following filter options:
- Value
- Returns the clusters that include one or more records with a value in a column that you select. Select the column name and enter the value.
- Status
- Returns the clusters that display the status that you select.
- You can choose the following status indicators:
- - Any. Any cluster in the task, regardless of status.
- - Accepted. Clusters that contain a preferred record that is suitable for storage with the organization data.
- - Rejected. Clusters that do not contain a preferred record that is suitable for storage with the organization data.
- - Reviewed. Clusters that you reviewed. The status does not indicate the status of the preferred record.
- - Empty. Clusters with no current status.
Audit Trail Filters in Duplicate Record Tasks
Use the filters on the Data Audit tab to show or hide clusters based on the cluster metadata. You can filter the clusters by date, by user, and by status.
The Data Audit tab has the following filter options:
- Date of update
- Returns the clusters that a user updated during the time period that you specify.
- Updated by
- Returns the clusters that a user updated. Identifies an Analyst tool user. To filter by user, enter a user name.
- Status
- Returns the clusters that contain the status that you specify.
- You can choose the following status options:
- - Any. Any cluster in the task, regardless of status.
- - Moved to cluster. Any cluster that contained a record that a user moved to another cluster.
- - Moved from cluster. Any cluster that contains a record that a user moved from another cluster.
- - Empty. Clusters with no current status.
- Review
- Returns the clusters that contain the review status that you specify.
- You can choose the following review options:
- - All Clusters. Any cluster in the task, regardless of review status.
- - Reviewed. Clusters that a user marked as reviewed.
- - Approved. Clusters that a user marked as accepted in a review task.
- - Rejected. Clusters that a user marked as rejected in a review task.
- - Empty. Clusters with no current review status.
- - Cleared. Clusters with an earlier review status that a user cleared.
Filtering Clusters in a Duplicate Record Task
Use filters to retrieve the set of records that share the data characteristics that you specify. When you apply a filter on the Data Editing tab, the Analyst tool displays the clusters that contain one or more records that meet the filter criteria. When you apply a filter on the Data Audit tab, the Analyst tool displays all of the records that meet the filter criteria.
The clusters that the filter returns on the Data Editing tab might contain records that do not meet the filter criteria. The filter returns the clusters that contain at least one record that meets the criteria.
1. Open a correct duplicates task or a review duplicates task.
2. Select the Data Editing tab or the Data Audit tab.
3. Click Filter.
The Filter panel opens.
Note: The Data Editing tab and the Data Audit tab display different sets of filter options.
4. Select the filter criteria to apply to the task data.
5. Click Apply Filter.
The Analyst tool retrieves the records that meet the filter criteria.
The Analyst tool displays the filter criteria that you define above the task cluster list.