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How Do I Create an Advanced Filter?
Janine Zappeij avatar
Written by Janine Zappeij
Updated over 9 months ago

Welcome to our step-by-step video guide on setting up and scheduling advanced filters in D&B Finance Analytics Advantage. This demonstration includes the following steps:

  1. Create new filter: Elevate your portfolio analysis by creating an advanced filter;

  2. Run filter: Run the filter to view the companies in your portfolio that meet the criteria;

  3. Schedule filter: Automate data updates in line with your advanced filters.

Let's get started on unlocking the insights you need!

Ready for the next step? Continue your journey in D&B Finance Analytics Advantage and watch the follow-up demonstration video on managing exports.

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