Note: The scenario below uses data from the DESelect Demo Data Package.
Scenario: You want to get the Accounts that are: from Belgium and have more than 40 employees OR from Canada and have less than 20 million in revenue.
Watch the video tutorial on how to implement this scenario or follow the steps below.
1. Selection Criteria
On the selections overview screen, click on New to create a new selection.
Drag data extension DESELECT_DEMO_Accounts to the Selected Data Extensions section.
Drag field Country to the Selected Filters section.
- Criteria: Equals
- Value: Belgium
Drag field Number of Employees to the Selected Filters section
- Criteria: Greater Than or Equal To
- Value: 40
Drag field Country to the Selected Filters section
- Criteria: Equals
- Value: Canada
Drag field Revenue to the Selected Filters section
- Criteria: Smaller Than or Equal To
- Value: 20000000
Set the filter logic of the main level to OR.
Click the + icon on the Country = Belgium filter. This will group the first 2 filters for Country and Number of Employees. Set the filter logic of this grouping to AND.
Click on the + icon on the Country = Canada filter. This will group Country and Revenue. Set the logic of this grouping to AND.
2. Target Definition
Hit the Create Data Extension button, enter a name, eg. Filtered Accounts, and press Save.
Select the following fields by either double-clicking on them or dragging them to the section on the right:
- Company Name, Country, Number of Employees and Revenue from DESELECT_DEMO_Accounts
Click Save Data Extension.
When you click Run Preview on the Preview screen, a results table will be shown with fields Company Name, Country, Number of Employees, and Revenue. The results table shows only Accounts from Belgium that have more than 40 employees OR are from Canada and have less than 20 million in revenue.