Filters are a great way to dive deeper into your data and uncover insights. You can apply filters to an individual visualization, a tab or globally to an entire dashboard. Filters can be added interactively through visualizations or the apply filter click path.
As you prepare for a meeting or want to compare multiple sets of filters, you can save a set of filters as a Story and reapply them quickly on your dashboard.
To add Filters
The filter menu appears on the left side of your dashboard under the tabs. You can select to add a global or tab filter, then pick the data dimension you want to filter on by clicking add filter. If you have previously saved stories, those will also show up under add filter.
In the add filter menu you can select or keyword match the values you want to filter. You can also set values to exclude as well as set how to handle null values. If the field you select is numerical, the dialog adds a Range tab where you can select a numerical range by which to filter your data. It may help you to decide on your range to view the Selection tab to ascertain the count and percentage of records in each value.
Applied Filters show across the filter panel and can be removed by pressing the x next to any filter.
To save a group of filters as a story, you can click the save button on the filter menu or click the stories button on the right side navigation. If you change your data stream and remove a field on which the story relies, the story is ignored.
With the Advanced Filter designer, you can create more powerful filters by combining multiple filters using AND, OR, and NOT connectors. After you add a filter, you can access the Advanced Filter designer via the Advanced option on the vertical ellipsis at the top right of the Filters panel.
In the advanced Global Filter designer, you can drag and drop filters, select data fields and values, and drag and drop AND, OR, and NOT connectors. Drag connections from the NOT connector to a single child. Drag connections from AND and OR connectors to multiple fields as children.
In this example, data must have both be in English, and a sentiment value between 0 and 2, and location must not be United Kingdom.