Insight Filters

Insight Definition Filter

An Insight Definition Filter is a permanent part of the Insight. It affects only the Insight for which it was created and it does not appear at the top of the Insight or dashboard. This filter limits the results within an Insight to a specific range of values.

The title of the Dashboard or Insight should inform the user of the presence of any Definition Filters. For example, an Insight that was designed to show order data for female customers should have a title like “Sales Orders for Female Customers.” If the design filters to the current calendar year, an informative title might be “Sales Orders for Female Customers, Year to Date.”

Create an Insight Definition Filter

To create an Insight Definition Filter:

1. Navigate to any dashboard.
2. Select the three vertical dots in the upper-right hand corner of the Insight. The analyzer screen opens.
3. Select the filter icon (funnel icon) at the top of the Analyzer. The filter menu opens.

Filter Individual Values

This filter can be added to all visualization types (aggregated or not). You can use it to filter Insights using dimensions, e.g. country. For example, you can want to build a report to show the revenue data, grouped by country, filtered by a specific country value. To add this filter and specify a country value:

1. Select the filter icon in the upper right-hand corner of the screen, the “Filter Individual Values” field opens.
2. Drag a dimension, i.e. “country”, column from the source elements list on the left-hand side and drop it in the filter field.
3. Select the down arrow corresponding to the dimension.
4. Select Edit Operator/Values in the drop-down menu, to set the filter operator and values. If you choose the “In” operator, select Filter in the upper right-hand corner after selecting the filter values.

Filter Aggregate Values

You can use this filter to filter Insights using measures, e.g. revenue. However, it can only be added to list table visualizations type, and they must be aggregated (i.e. the “Aggregated” item in the Insight Settings menu must be enabled). If these conditions are satisfied, this filter field will open automatically, when clicking the filter icon in the upper right-hand corner of the screen. If either the visualization type is something other than “list table”, or it is not aggregated, this filter field will not be opened. Only the “Filter Individual Values” filter field will open.

You can want to use this filter type to show the revenue data, grouped by country, where the revenue is greater than $8M. To add this filter and specify a revenue value:

1. Select the filter icon in the upper right-hand corner of the screen, the Filter Individual Values and Filter Aggregate Values fields open.
2. Drag a measure, i.e. “revenue”, column from the source elements list on the left-hand side and drop it in the filter field.
3. Select the down arrow corresponding to the dimension.
4. Choose a type from the Aggregation field list.
5. Select Edit Operator/Values in the drop-down menu, to set the filter operator and values.
6. Press Enter.