To learn more about using filters on the Stratifyd platform, watch the video below, or scroll down to read the article.

Using Filters

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.

How do I add filters?

Methods for applying filters depends on the type of filters you wish to add: Global, Tab, or Widget. Find the workflow for applying each type of filter below. 

Global Filters

There are two primary ways to add Global filters: the filter menu appears at the top of your dashboard or under the search bar. Interacting with widgets, such as clicking on a category or dragging across a time series, also applies a Global filter. 

Global filters will apply to all data in the current workspace. Data is broken down by analysis. Collapse each section to expose your analyses. 

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In the add filter menu you can select or keyword match the values you want to filter. You can also set values to exclude and set how to handle null values. If the field you select is numerical, the dialog adds a range drop down where you can select a numerical/date range by which to filter your data.

Tab Filters 

Tab level filters affect all widgets in the tab to which they are applied. 

1. Navigate to the desired tab, and click the downward arrow next to the tab name. 

2. In the dropdown menu that appears, select "Tab filter." 

3. Click "+ Tab Filter" to open a window to select your data field to filter on. 

4. To remove a Tab Filter, follow Steps 1 & 2 to view the list of existing filters on a tab, and click "X" next to the one you wish to remove. 

Widget Filters

Widget level filters can be applied using a similar method.

1. On the desired widget, click the funnel icon to open the drop down menu.

2. Click the plus icon to add a filter.

3. To remove a Widget Filter, follow Steps 1 & 2 to view the list of existing filters on a tab, and click "X" next to the one you wish to remove

What are stories?

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 later.

You can create Stories by dropping down the filter menu and select 'Save as stories'. Existing Stories are accessible under the search bar at the top of the dashboard, as shown below.

Existing:

If you change your data stream and remove a field on which the story relies, the story is ignored.

Using Boolean Filters

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.

Additional Resources

Tips and Tricks for Using Filters

Schedule data crawls

Further Questions?

Feel free to reach out anytime - we're here to help!