When filters are available in your analysis, stories, or dashboard you have the option to make them "sticky" for a more fluid investigation, viewing, or reporting process.
In this article
1. How to pin a filter
When interacting with a story view that has filters available, you have the option to "pin" selected filters.
You can pin filters in a story view within your story or a story view on a dashboard page (chart container).
You can find the available filters using the select menu. You can then choose the filters you want to set and pin.
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- Select the relevant filter you want to pin.
- Click on the pin.
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"Pinned" filters continue to apply in all subsequent views until removed or when you end your Harmoni session.
Pinned filters are sticky during your session.
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2. Using pinned filters in Stories
Change filters for all story views in one move.
You can change filters in a story view (by loading it and pinning a filter) and then navigate the rest of that story (or other stories) and see this pinned filter automatically applied.
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- Load a story view.
- Select and pin your filter (s).
- Pinned filters are set for the entire story.
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Export a story with pinned filters
When you pin filters into a story and export to Excel or PowerPoint, the export inherits the pinned state of any filters applied.
Duplicate a story with pinned filters
When you duplicate a story with pinned filters the new story saves with the filters active as a default (unpinned).