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?

There are two primary ways to add filters: the filter menu appears at the top of your dashboard or under the search bar. You can select to add a global filter, then pick the data dimension you want to filter on. Global filters will apply to all date 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.

Widget level filters can be applied using the same 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. Applied Filters show across the drop-down filter panel and can be removed by pressing the x next to any filter.

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!