Working with report filters

You can set up filters not only for a particular chart, but for an entire report. Filtering is available in both the editing and view modes. You can add an unlimited number of report filters.

To set up report filters:

  1. Open your project in Publisher Account.
  2. Go to Analytics > Your reports.

  1. Open an existing report or create a new one.

  1. Click the funnel icon to open the filters.

  1. Select Add Filter to see a list of all dimensions and measures available in the data source.

Note
By default, filters are named according to the dimension or measure the filter is set by. After adding the filters, you can rename them.

  1. Choose a filter from the available options:

Setting filters by date

To set a filter by date:

  1. Click Add a Filter.

  1. Select the dimension of the Date type.

  1. Select the time intervals for filtering from the drop-down menu:
    • years
    • quarters
    • months
    • weeks
    • days
  2. Select the charts the filter will apply to.

  1. Click Done.
  2. Choose a period.

  1. Click Done.

Setting filters by dimension of string or territory type

When adding a filter to the String or Territory type fields, you can choose one of the following filtering options:

Select

The Select filter type allows you to filter out specific, predefined elements of a dimension:

  1. Select the scope of filtering from the drop-down menu:
    • all charts built on this data source
    • specific charts
  2. If you chose All charts built on this data source, click Done and go to step 4.
  3. If you chose Specific charts, select the charts from the list using Add a Chart and click Done.

  1. Check the boxes for the items you want to display in the chart. Use search if necessary.
  2. By default, the selected items are included in the filter. If you want to exclude the selected items and keep all the others, click the gear icon and select Exclude.
  3. Click Done.

Wildcard

The Wildcard filter type allows you to filter rows by a specific value:

  1. Select the scope of filtering from the drop-down menu:
    • all charts built on this data source
    • specific charts
  2. If you chose All charts built on this data source, click Done and go to step 4.
  3. If you chose Specific charts, select the charts from the list using Add a Chart and click Done.

  1. Select a match type from the dropdown menu:
    • contain
    • start with
    • end with
    • exactly match

  1. In the String box, enter a value.

  1. By default, the selected items are included in the filter. If you want to exclude the selected items and keep all the others, click the gear icon and select Exclude.
  2. Click Done.

Ranking

Ranking allows you to select any number of top or bottom items for a specific measure:

  1. Select the scope of filtering from the drop-down menu:
    • all charts built on this data source
    • specific charts
  2. If you chose All charts built on this data source, click Done and go to step 4.
  3. If you chose Specific charts, select the charts from the list using Add a Chart and click Done.

  1. Select from the drop-down menu which dimension elements you want to include: top or bottom.

  1. Enter the number of items.
  2. Select the measure on which the calculation will be performed and the type aggregation.
  3. By default, the selected items are included in the filter. If you want to exclude the selected items and keep all the others, click the gear icon and select Exclude.
  4. Click Done.

Setting filters by measure

To apply a report filter to numeric fields:

  1. Click Add a filter.
  2. Choose a measure and aggregation type.

  1. Select the charts to which this filter will be applied.
  2. Set the rule for filtering items.

  1. Enter a value.

  1. Click Done.

Once added, the report filter is saved on the Report Filters tab and can be used to view the filtered data again.

You can also open the extended menu by clicking on the ••• icon and perform the following actions with filters:

Using the Disable All or Enable All buttons, you can manage all report filters.

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Last updated: October 11, 2021

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