1.0 In the Insights side pane, select the 'Filter' button to open the 'Insights Filter Editor' menu.

Note that you need to have an Area on the map in order to apply a Filter and Visualize the results.

The Filter menu is used to select an existing Filter or to create a new Filter. Filters are constructed using at least one Query Statement, but may include many Query Statements organized into Groups. The Filter menu is described below:

Select Layer: before creating or selecting a Filter, select the Layer that the Filter will be applied to.

Current Filter: default setting is 'Unsaved Filter', which is used to create a new Filter. To select an existing Filter select the 'Unsaved Filter' text and a menu will appear.

Group Window: the dark gray window holds the Query Statement(s) that make up a Group. The options (+Statement, +Group, x Remove Group) are used to add new Query Statements to a Group, add a New Group and Remove the Group.

Query Statement: the light gray window is used to construct a Query Statement and includes selecting a Field - Operator - Field Value. Select the text in each cell to open the corresponding menu. The 'x Remove' button removes the corresponding Query Statement.

Delete Filter: used to delete the current Filter.

Copy Filter: used to copy an existing Filter and save it as a new Filter, where it can be modified.

Save Filter: used to save a newly created Filter or an existing Filter that is modified.

Create Filter: used to create a new Filter when the Current Filter is set to an existing or saved Filter.

Note that any saved Filter can be used for the Insights Report and Insights Filter and visa versa.

1.1 Use the Filter menu to construct a Query Statement. Start by selecting 'System' as the Select Layer.

1.2 In the Query Statement, select the Field cell ('Address') and scroll down the menu to located Septic Tank, then select 'Capacity Gallons' for the Field.

1.3 In the Operator cell select 'is less than'.

1.4 In the Value cell enter '1000'. Note that if there are Values in a Field, such as Created User, the Created User names will be auto populated in the Values menu.

Once you have entered the Value the text in the Query Statement will turn green. The finished Query Statement should appear as displayed below.

1.5 You could continue to add Query Statements, including creating Groups to introduce even more complex questions, but for now save the Filter by selecting the Save button in the Filter menu. Name the filter 'ST Capacity < 1000' and select OK to save it.

Note that after you save the Filter the Current Filter is 'ST Capacity < 1000'. If you wanted to create another new Filter, you would select the Create New Filter button.

2.0 In the side pane, select the Septic Tank Insights layer and toggle on the visibility.

2.1 In the 'Field' menu, select 'Capacity Gallons'. This will symbolize System points on the map according to the 'Capacity Gallons' of any Septic Tank managed under a corresponding System point.

The current Visualization includes all Septic Tanks because no Filter has been applied.

Note the number of features selected next to System (in the image 'System 159 features selected') and the range in the Legend below Septic Tanks. The Legend will show all Septic Tank Capacity Gallon values in the range, in the image the range is 500 - 1500.

2.2 Next, apply a Filter to segment the data used to create the Visualization.

In the Filter menu select the Filter you saved ('Septic Tank < 1000'). Selecting the Filter will apply it to the Visualization.

The Filter will result in displaying only System points that have a Septic Tank with a Capacity Gallons less than 1000 gallons. The Visualization symbolizes System points based on the Field Capacity Gallons.

Note that number of selected features in the image is now 3 and that the Legend displays the correct range of 500 - 850, with 850 being the largest Capacity Gallons under the 1000 gallon Filter.

2.3 Change the Septic Tank Field to a Date, such as Installed Date or Created Date.

The resulting Visualization is still only displaying System points that meet the Filter - Septic Tanks with a Capacity less than 1000 gallons, but the Visualization now symbolizes the System points using the Date Field values.

2.4 Toggle on the Insights Drain Field layer and set the Field to 'Type' or another Field that has values, such as Created Date or Created User.

In this example the Visualization is still only displaying System points that meet the Filter (Septic Tanks with a Capacity Gallons less than 1000), but here the Visualization symbolizes the System points using the Drain Field Type.