Filters

Filters enable you to filter (slice) the data displayed in reports without changing the original report or query.

Filters can be used in many sections of the platform:

  • Report: each report has a built in filter function, that runs on the entire report query. Some reports also include internal filters on specific sections, such as KPI measures and Funnel steps. Additionally, each report can be set to Ignore External Filters, i.e. Sheet or Dashboard filters.
  • Sheet: enables you to select a specific group of reports in a specific dashboard sheet to be filtered. This option displays a filter in the dashboard that lets users easily change the value of each condition. It can also enable dashboard viewers to change filter values.
  • Dashboard: allows you to filter all the reports, in all the sheets in the dashboard. Viewer users (guests) do not see dashboard filter indicators. This allows you to filter the dashboard to only show customer specific data, without displaying these conditions to customers viewing the dashboard. Cooladata Users/Admins can set their own filters for the dashboard. They will get the same filters as yours when you first share the dashboard with them, but if you later change your dashboard filters, theirs will remain the same.

 

Report

  1. Click the Filter 3-12 button at the top of the report. The following opens:
    3-13
  2. Fill in the conditions of this filter:
    1. Property: Select an event property from the Where dropdown field on the left.
    2. Operator: Select an operator to act upon the selected property.
    3. Value: Type in or select one or more values.
    4. Case sensitivity: “Contains” and “Doesn’t contain” conditions can also be set as case sensitive/insensitive. Click the Aa icon next to the condition to switch between the two modes.
      3-14
  3. To add an additional filter, click the + button on the right. Specify whether there is an AND relationship (all filters define a match) or an OR relationship (any filter defines a match).
  4. Click the Apply button. The counter on the filter icon indicates how many filters are applied. A filter icon also appears in the report preview, specifying the conditions that apply to it.

To set a report to ignore external filters:

  1. In the report page, click the Options button at the top right and choose Report Settings.
  2. Turn the options to Ignore External Filters on or off. When On, only filters defined in the report itself will be used. This applies to any use of the report, both in a dashboard and Embedded report.

 

Sheet

  1. Click the Add Reports 3-16 button in the top right of the dashboard, and choose Filter. The following opens:
    3-18
  2. In the Affected reports field, select one or more reports in this dashboard sheet to which to apply this filter.
  3. Fill in the conditions of this filter:
    1. Property: Select an event property from the Where dropdown field on the left.
    2. Operator: Select an operator to act upon the selected property.
    3. Value: Type in or select one or more values.
    4. Case sensitivity: “Contains” and “Doesn’t contain” conditions can also be set as case sensitive/insensitive. Click the Aa icon next to the condition to switch between the two modes.
      3-14
  4. To add an additional filter, click the + button on the right. Specify whether there is an AND relationship (all filters define a match) or an OR relationship (any filter defines a match).
  5. To allow dashboard viewers (and project Viewer users) to select the filter values from the sheet itself, set the “Can be updated by dashboard viewers” toggle to On. Note that only dashboard editors will be able to change the selected properties and operators.
  6. Click the Apply button. A filter icon also appears in each report that is affected, specifying the conditions that apply to it.
  7. By default, the filter is added to the top left corner of the sheet. However, you can drag it anywhere in the sheet, as well as resize it.
    3-20
  8. To change the filter condition values click the filter fields and select a value. Click the Update button to apply the change and reload the effected reports. Note that changes to these values will be saved for 30 minutes, and then reset to what you defined the in the filter settings.
  9. Changes to this filter’s settings in your dashboard will effect all users sharing it, and will update the next time they open the dashboard.

 

Dashboard

  1. Click the Filter 3-12 button at the top of the dashboard. The following opens:
    3-13
  2. Fill in the conditions of this filter:
    1. Property: Select an event property from the Where dropdown field on the left.
    2. Operator: Select an operator to act upon the selected property.
    3. Value: Type in or select one or more values.
    4. Case sensitivity: “Contains” and “Doesn’t contain” conditions can also be set as case sensitive/insensitive. Click the Aa icon next to the condition to switch between the two modes.
      3-14
  3. To add an additional filter, click the + button on the right. Specify whether there is an AND relationship (all filters define a match) or an OR relationship (any filter defines a match).
  4. Click the Apply button. The counter on the filter icon indicates how many filters are applied. A filter icon also appears in each report that is affected, specifying the conditions that apply to it.

 

Example: Building a Parametric Dashboard

A parametric dashboard is comprised of multiple sheets, each containing the same reports. The data in each sheet is sliced according to the value of a specific event property.
For example, a parametric dashboard could show multiple sheets, each containing the same reports, where each sheet shows the data of a specific country.
The same thing could apply to a dashboard that has a sheet for each branch, department, game provider or customer.
You can add the same report(s) to a sheet multiple times, each with a different filter. Placing them side-by-side enables easy comparison.

To define a multi-sheet parametric dashboard:

  1. Create a new dashboard.
  2. Add all the reports that you would like to appear in the dashboard to the sheet.
  3. Add a filter to the sheet, with the condition your wish to show on this specific sheet. Note that reports for which the Ignore Dashboard Filters option is On are not affected by dashboard filters.
  4. Duplicate the sheet, and rename it to describe the data it will display.
  5. Edit the filter (edit-1 button in the top right of the window) to change each sheet’s conditions, and select the values to be displayed in this sheet. For example, to show different countries in each sheet, you can select ip_country is in list United States for one sheet (so that it only shows data from the United States) and ip_country is in list Canada for another sheet (so that it only shows data from Canada).
  6. Click Apply.
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