Cobalt’s advanced filtering functionality lets users easily construct complex queries to more efficiently analyze their data.
NOTE: The advanced functionality currently exists in the:
Excel Add-in
Calculated Value formula
Array formulas for getting entities (ListCobaltFunds, ListCobaltInvestments, ListCobaltDeals)
Filtering by Entity Scope
Users can filter their data fields that are attached to their entities
Filtering by Data Field Type
Operating Metrics
Users can filter by all of their operating metrics and calculated metrics (🆕). When setting a filter criteria, users can use the following operators:
Equal
Not Equal
Greater Than
Greater Than or Equal
Less Than
Less Than or Equal
Between
Not Between
Is Null
Is Not Null
Custom Fields
Users can filter by all custom field types, including text-based fields. Below, you will find the operators that can be applied to each custom field type.
Decimal, Number, Percent, Multiple, Date
Equal
Not Equal
Greater Than
Greater Than or Equal
Less Than
Less Than or Equal
Between
Not Between
Is Null
Is Not Null
Single Option Pick, Multi Option Pick
Equal
Not Equal
In
Not In
String, Large Text, Rich Text, URL, Phone Number
Equal
Contains
Does Not Contain
Starts with
Boolean
Equal
Not Equal
Is Null
Is Not Null
Cashflow Values
Equal
Not Equal
Greater Than
Greater Than or Equal
Less Than
Less Than or Equal
Between
Not Between
Is Null
Is Not Null
AND/OR Conjunctions & Filter Groups
And / Or Conjunctions
Cobalt’s filter logic lets users determine whether the results should match all selected criteria (And) or at least one of the selected criteria (Or).
Filter Groups
Filter Groups lets users combine filter criteria to create more advanced filter conditions.
For example, I want to get the IRR where transaction status is realized, the vintage year is less than 2019 and the deal team lead was Bill or Joan. These filter conditions can be set using two filter groups shown below.
