Filters are the main way that you interact with a dashboard. Filters allow you focus a dashboard just on the data that is relevant to your analysis. This article will help you understand how and when to use filters.
You can view what the filters are set to at the top of each dashboard. Click on the carat next to "Filter" to expand the section and edit the filters.
Each filter has two fields. The first field determines how you filter, the second field determines what you are filtering on. If this is a single select filter, the only options are "is equal to" or "matches a user attribute". In this case, you should always use "is equal to."
If this is a multi-select field (meaning you can have more than one option) you will see all the options listed above. For the most part, you can leave the first field as "is equal to" since the majority of fields are pre-populated. Here are some definitions of the other filter types:
- Contains - when this is selected, you can type a word or fragment and the filter would return anything that contained your search term. For example, if you were looking at SKUs, you could do a "Contains" filter on the term "berry" to return any product name that contained berry in any part of it. This would include in the middle of the word, so anything like "strawberry" or "raspberry" would be included.
- Starts with - as the name implies, this will filter to anything that starts with your search term. So, if you searched for "Berry" here, a SKU titled "Berry Gummies 10mg" would count but "Strawberry Gummies 10mg" would not
- Ends with - as the name implies, this will filter to anything that ends with your search term.
- is blank - this will return anything that does not have data for this field.
- is null - this will return anything that is not just empty, but is null, for example if a calculation is done with data that does not exist
- is not equal to - this is a filter that EXCLUDES your search terms. Use this if you are filling out a filter that has a long list which would be easier to select what you DON'T want to see, rather than what you do want to see
- doesn't contain - this works the same as a contain, but instead filters out the things that match the search term
- doesn't start with - this works the same as starts with, but instead filters out the things that match the search term
- doesn't end with - this works the same as ends with, but instead filters out the things that match the search term
- is not blank - this will filter out any data that does not have a value for this filter
- is not null - this will basically select everything that exists in the data. Use this as a quick way to "Select All"
When you click into the second field, the list of options will load. For some fields with a lot of options, for example Brand or SKU, it may take a little longer to load. This box also serves as a text box where you can start to type to more quickly find what you are looking for.
Whenever you make any kind of change to the filters, remember to hit the "Run" button to the right of the filters afterwards, to reload the page.
Using Date Filters
Date filters are a little different from other filters in that they have up to 3 fields. The first field determines what the date is relative to. The rest of the fields will change based on what you selected for the first field. For example, if you were to change it to "is in range", you would be given two fields to determine the start date and end date of the range. For the most part, if you are looking at recent history, you will probably use "in the past", which provides a text box for you to input a number and a dropdown list of options for the units of time (days, weeks, months, etc). You can get very particular with your date filters using the "matches (advanced)" to do things like "1 month ago for 7 days". This article from our data visualization partner describes how to write these kinds of advanced filter expressions.
Date Range Tip! For date fields, if you select is in the range as your choice please note that the range will be inclusive of the first date and exclusive of the second date. Note that language next to the range reading: until (before). For example, if I select 2021-04-18 and 2021-04-20 I will receive information for 4/18 and 4/19.
General Tips for Using Filters
- If you see a little yellow warning sign, that means that the filter is required and you will need to make a selection before you can load the dashboard.
- We often programs filters to filter one another to make load times faster. For example, if you select Canada as the country, the state/province filter will only show the Canadian provinces. Because of this, we recommend that you always follow the order of filters from top to bottom, to make sure you aren't getting into an incompatible filter state.
- For fields like SKU, try using a "contains" filter to find all the products that have that in their name. This is a great way to easily finds SKUs of specific strains, package sizes, etc.
- Don't forget to hit the run button!
- If you want to "Select All" for a required multi-select filter, set the first box to "is not null"