Search, sort and filters

Principal tools for studying different aspects of your data

On the second section of the Explorer page, you can set up search parameters, set up filters and sort the data presentation.

Relevance AI - Search section on ExplorerRelevance AI - Search section on Explorer

Relevance AI - Search section on Explorer

Search

Relevance AI provides you with the option to perform word-matching search as well as search in the vector space (i.e. vector search).

Note: your data needs to be vectorized in advanced for vector search

Set up word matching search

click on the down arrow marked with A in the first image. This will open a window similar to the image below.
Next, select the field(s) to be used for search using drop-down number 2.
This will set the search parameters.

Relevance AI - Set up word matching search on ExplorerRelevance AI - Set up word matching search on Explorer

Relevance AI - Set up word matching search on Explorer

Set up vector search

If you wish to use vector search as well and have already vectorized your data, continue the set up by clicking on the third drop-down; as can be seen in the following image, existing vector fields will be listed.
The last item to set is the "Minimum relevance score" which is a value between 0 to 1. If set to 1, only exact matches are returned, if set to small values, the search result will be very broad.

Relevance AI - Set up vector searchRelevance AI - Set up vector search

Relevance AI - Set up vector search

Note: Currently only MPNet vectors can be used for vector search.

Perform search

Simply type in the search term in the specified place, where it says "Search through your data", hit enter and scroll down to see the results.

Relevance AI - Perform search on the Explorer appRelevance AI - Perform search on the Explorer app

Relevance AI - Perform search on the Explorer app

Filters

Filters are great ways of conducting a more fine-grained analysis on your data by considering only a subset that matches specific criteria.

Set up base filters

Click on "Add filters" if there are no filters already set on your page. If there are filters click on the edit filter icon as shown below. Next, use the drop-down menu which lists all existing fields in your dataset to set up the filters.

Relevance AI - Set up filters on ExplorerRelevance AI - Set up filters on Explorer

Relevance AI - Set up filters on Explorer

After filters are selected, you can use drag-and-drop in the edit window to reorder the filters.

Relevance AI - Reorder filters on ExplorerRelevance AI - Reorder filters on Explorer

Relevance AI - Reorder filters on Explorer

Set up advanced filters

Advanced filters are ones that give you a broader control over the presented data. For instance, checking if a certain field exists in the data entry (e.g. customers with membership numbers). Or a numeric value is larger than X (e.g. entries with prices larger than X). You can set up advanced filters on the Explorer app. Visit the full guide on different types of advanced filters at Advanced filters.

Set up date filters

If your data includes date fields (e.g. production date, comment date) you can specify the field at Data Settings. This will help the Explorer app to fetch the time range in your dataset correctly and present it as shown below.
To filter by date (i.e. set a specific date range) click on the start and end box and modify the values to match your desired period.

Relevance AI - Date range and date filtering on ExplorerRelevance AI - Date range and date filtering on Explorer

Relevance AI - Date range and date filtering on Explorer

Use filters

When any of the set filters are clicked, a drop-down menu with all the available values for the filter according to the dataset is shown. Select the desired values and the filtering will take effect immediately.

Note : all values are selected by default when a filter is set.

Relevance AI - Use filtersRelevance AI - Use filters

Relevance AI - Use filters

Sort

The Explorer app provides you with the ability to sort the presented data based on the metrics and aggregations that you have set. All metrics will be automatically listed under "Sort by" and direction options (Ascending/Descending) are under "Direction". This helps to manage the data view order, for instance, which are the most liked items, which are the least problematic items, which category is the largest, etc.

Relevance AI - Sorting on the Explorer appRelevance AI - Sorting on the Explorer app

Relevance AI - Sorting on the Explorer app

Learn about metrics and aggregations in the next page.


Did this page help you?