Global filters are a powerful way to change the applicable data subset and associated metrics to be isolated to a region, market or brand. The 'always available' nature of global filters means that they can be applied to Analysis, Stories, Dashboards and corresponding exports (at time of export). This feature extends this capability to views that contain verbatim tables and word clouds to also adhere to the Global filter applied.
When a global filter is active, views will be filtered to only show applicable data to that filter. This filtering occurs on the fly.
Global filters allow tailoring the view of data to a specific group or individual, this helps to ensure privacy and to target data displays to specific areas of interest.
The application of Global filters is driven by a combination of personalization keys, meta-data input in the form of an excel spreadsheet, and the settings applied to the analysis view when saved to a story.
In this article
- Global filters - Project tree
- Global filters - Reporting
1. Global filters - Project Tree
Global filters can be used to subset a project down to the definitions that have been applied by the project owner through the global filters spreadsheet exceptions file.Identifies the axis(es) and/or elements displayed in the global filters dropbox as well as in the project tree that can be then used for analysis and reporting. Learn more.
After loading a project, to switch on Global Filters, you can use the toggle at the top right of the project and analysis pane.
Once you have a filter applied, all data views in the session will be subsequently filtered on that view.
2. Global filters - Reporting
When saving an analysis view into a story, you get the option to save with “Global Filter On” or “Global Filter Off”.
When clicking on the '+' icon to save a view, a drop-down menu will appear with the two save options.
a) Save with global filter on
- Saving with a filter on will save the view by fixing the global filter you are currently working with.
- If you save with a global filter on, users with a different global filter setting will not be able to see the view. For example, if you have saved using a filter on of all Regions (i.e. Global) users who only have access to the North America region will see no data.
b) Save with global filter off
- Saving with filter off will save the view without fixing the global filter.
- The data users can see is determined by their personalization settings.
- The view will remain in your saved story and automatically update with every change you make in the global filter. If you don’t change the global filter, the data showing will remain the data you have saved the view in.
c) Replicating views - filter off then on
In the reporting areas (such as stories and dashboards), global filters are a powerful way to create and duplicate exports (digital reporting or PPT/Excel).
Once a particular market, brand, metric story or dashboard has been created, applying a global filter can quickly change the entire data output to be another slice of that story, dashboard or project. This one time/one place change is then reflected in all areas of the platform.
In order to use this saved story to replicate for another market/category, you can either:
- Just change the filter in the global filter and export or share ad hoc.
- Fix the story to the new filter by
- Copying the story first
- Changing the filter
- Saving the view again – but this time with the filter on
Where to from here?
Learn more about global filters.