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I have created a filter from a synchronized DE.

I would like this filter DE to be automatically synchronized when new data gets added or removed.

Issues

When trying to create an automation > activity type > SQL Query, hence the type of the DE is "Filter" it does not show in the list to assign a query to the DE.

When trying to create an automation > activity type > Filter, it's only allowing me to select DEs from the "Data Filters" folder.

Current process

Currently, to achieve this task, Instead of creating a filtered DE, I create a standard DE, and link a Query to it and drop it in automation. I don't like this process because to duplicate the syncronized DE to a standard DE, I make an API call to fetch all the fields from the Synchronized DE and then I use another API call to post the new DE with all the fields.

Where for creating a filter from a synchronized DE, the new "Filtered DE" gets created with all the new fields automatically.

Key goal

Is there a way to make a filtered DE, based on a synchronized Data Extension, synchronized? Or perhaps a better way to create duplicate DE from a Synchronized DE without having to manually type in all the fields or to use an API to do so?

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EDIT

There is a possibility of automating a Data Filter in Automation Studio (Automatically refresh a Filtered Data Extension), but it won’t work with a Synched DE.

On top of that, if you try creating a filtered Data Extension from a Synchronized Data Extension, you might find yourself experiencing the documented bug:

Filtered Data Extensions created from Synchronized data extensions fail when using 2 or more fields in filter

You can read more here: https://success.salesforce.com/issues_view?id=a1p3A000000FmiYQAS&title=filtered-data-extensions-created-from-synchronized-data-extensions-fail-when-using-2-or-more-fields-in-filter

Currently, the easier workaround is to use SQL query instead of a filter.

If you need the functionality of using drag and drop to segment data, without the need to use SQL, you can look into Audience Builder, but this will be paid extra: https://help.salesforce.com/articleView?id=mc_ab_audience_builder.htm&type=5&sfdcIFrameOrigin=null

If you know how to use SSJS, you could write a script that will utilize the undocumented REST API endpoint that will refresh your filtered DE. You can also automate it. Read more here: https://gortonington.com/refresh-a-filtered-data-extension-via-rest-api/

  • Thank you for your response. I only need to filter using one field. But the article "Automatically refresh a Filtered Data Extension" that you shared demonstrates how to create a data filter from a standard data extension. The folder "Synchronized Data Extension" is not accessible to me to create the data filter from a synchronized DE. – Nino Y Nov 5 at 23:41
  • You’re right, I have updated my answer. – zuzannamj Nov 5 at 23:44

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