Within the dashboards, it's helpful to filter or drill into specific datasets and there are a number of ways to do this. This article will show you the quick actions to drill in as well as the more in-depth filters that can be utilized.
Quick Actions on the Visualizations
Clicking on any visualization will highlight the window around the graph and provide quick actions for you to do a number of things.
- The chevron icon at the top will collapse or expand the icon set that is underneath so if you wanted to take a screen shot, those particular icons would not be in the way.
- The arrows facing away from each other provide a quick action to make the graphs the size of your screen. For graphs that have multiple bars, this can be a helpful way to see the data better. Once expanded, the arrows will face each other and can be clicked to collapse the visualization back to its original size.
- The filter icon will open the filters on the left side of the screen. This article will explain those filters below the Quick Actions section.
- The ellipses will download the raw data of the visualization to a CSV file.
In addition to those quick action icons on the left of the visualization, you may also click on a particular segment of the graph and you will be provided additional options to drill in or filter the data.
In the image below, the tallest bar was selected in the graph and a window displayed. The window provides the specific value of the bar, such as the number of completed activities, but also allows the user to:
- Focus only on a specific dataset, such as Marketer
- Exclude a specific dataset, such as Marketer
- Focus only on specific dataset, such as completed or "yes"
- Exclude a specific dataset, such as incomplete or "no"
On the left side of the tabs, there is a filter icon that when clicked will open a panel with more options for filtering the data. In order to edit the filters of a graph, a visualization has to be selected by clicking within the frame.
- After clicking within a visualization's window and selecting the filter icon, the panel will expand to display the filters that are already applied to the data.
- By clicking the filter title, i.e. Completed, you will be able to edit that filter.
- Filter lists can be edited to add or exclude other types of filters (i.e. Completed: yes, no)
- The changes can be applied to just the visualization you've selected, some, or all of the graphs on the tab.
- When selecting Some of the Visuals, a window will pop up for you to select the other visualizations you would like to apply that filter.
- Filter type provides a way to concentrate on specific fields
- Filter list allows you to select or unselect individual items
- Custom filter list will include or exclude a value of your choosing
- Custom filter provides detailed operations for parameters that you can set
- Top and bottom filter with allow you to see the highest and lowest values of the data by the field of your choosing
- When you have completed your edits on the filter, click Apply. You can also delete the filter or just close without the edits being applied.
- In addition to editing the existing filters, you may add other filters by clicking on the plus sign in the top right of the filter panel.
- The additional filters will have the same options as the existing filters: applying to some or all visuals, filtering by specific fields (i.e. activity type), apply, delete, or close.
- Should you need quick actions to undo, redo, or reset, those are at the top of the tabs.
- Undo will remove the last edit you created
- Redo will replace the last edit that was removed
- Reset will remove all filters of the tab so all visualizations will return to their original state
Filtering can be beneficial to dive into the details of the data so you can find issues, activites that are working well, the majority or minority of your orders (with an integration), and benchmarks for marketers, etc.