Filtering & Grouping

Write SAQL filter conditions and group-by clauses, including multi-level grouping for drill-down charts.

Filtering & Grouping

Filter operators

q = filter q by 'Amount' > 10000;
q = filter q by 'StageName' in ["Closed Won", "Closed Lost"];
q = filter q by 'CloseDate' in ["2026-01-01".."2026-03-31"];

Combine conditions with && (and) and || (or), and negate with !.

Grouping

q = group q by ('Region', 'StageName');

Grouping by multiple fields, as above, is what powers drill-down charts — each field becomes a level a viewer can click into.

Grouping by date

q = group q by 'CloseDate_Year';

Date fields in CRM Analytics datasets are automatically exploded into derived fields (_Year, _Quarter, _Month, _Day) at dataset creation time — group by whichever grain the chart needs.

What you'll learn next

Next: the aggregate and string functions available inside foreach ... generate.

SAQL Basics

Learn SAQL — the Salesforce Analytics Query Language — and how every chart in CRM Analytics is really a query underneath.

Functions & Aggregates

The aggregate, string, and date functions you'll reach for most often when writing foreach ... generate clauses.