Tags:
• Creator
• Explorer
• Viewer

Global filters are a unique and powerful way to change overall data displays in Infotools Harmoni. They are a top-level filter option that is applied to the project, view, story, and dashboard. 

The application of Global filters is driven by a combination of personalization keys, meta-data input in the form of an excel spreadsheet, data inclusions defined in the Project, and the settings applied to the analysis view when saved to a story. 

Learn more about personalization keys and global filter spreadsheet.

In this article

1. Global filter Active (On), set to filtering element
2. Global filter Active (On), no filtering element selected
3. Global filters Inactive (Off)
4. Summary of options

When saving stories there are a few options available.  

Let's consider some examples where:

• The global filter axis is Region and the elements within it are Global (includes all regions), North America, Latin America, Asia Pacific, and Europe.
• You (Owner) create a story view with the Market variable across and the Overall Satisfaction variable down, with Gender and Household Income – US as available filters.
• You share the view with your team.
  • Sarah defaults to the Global region but has access to all regions
  • Ana's default region is North America but can also access other regions. 
  • Tim is limited to North America
  • Mike is limited to Latin America

1. Global Filter Active (On) - set to filtering element 

Scenario 1 - Global Filter Active (On) and set to Global

a) Save with Filter Off

• Users allowed to see the Global region will see the view as you saw it when you saved it, i.e. all markets across, and the Global Filter set to Global.
• Users that default to another region, but also have access to the Global region, see all markets shown across, and the Global Filter set to Global
• Users that have the ability to change the Global Filter to another Region can change the Global Filter to see only the markets that exist within the selected region.
• Users limited to a single region, other than Global, will only ever see the Markets that exist within their Region.
• The HH Income – US variable has been set to only be visible if using the Global or North America Global Filters, so only users using one of these Global Filters will see the HH Income – US variable appear in the filter list.

b) Save with Filter On

• Users allowed to see the Global region will see the view as you saw it when you saved it, i.e. all markets shown across
• Users not allowed to see the Global region will see no data.

Scenario 2 - Global Filter Active (On) and set to North America

a) Save with Filter Off

• Users allowed to see the North America region will see the view as you saw it when you saved it, i.e. only North America markets (i.e. USA, Canada) shown across, and the Global Filter set to North America.
• Users that default to another region, but also have access to the North America region, will see the view as you saw it when you saved it, i.e. only North America markets (i.e. USA, Canada) shown across, and the Global Filter set to North America.
• Users that have the ability to change the Global Filter to another Region can change the Global Filter to see only the markets that exist within the selected region.
• Users limited to a single region, other than North America, will only ever see the Markets that exist within their Region.
• The HH Income – US variable has been set to only be visible if using the Global or North America Global Filters, so only users using one of these Global Filters will see the HH Income – US variable appear in the filter list.

b) Save with Filter On

• Users allowed to see the North America region will see the view as you saw it when you saved it, i.e. only North America markets (i.e. USA, Canada) shown across, and the Global Filter set to North America.
• Users not allowed to see the North America region will see no data.

2. Global Filter Active (On), no filtering element selected

Scenario 3 - Global Filter Active (On) but NO selection made

You have your Global filter On, but no selection made. When you save:

• Users will see the view with their default Global Filter applied
• Users that have the ability to change the Global Filter to another Region can change the Global Filter to see only the markets that exist within the selected region.
• Users will see only the Markets that exist within their default Region.
• Only users viewing North America or Global selections from the Global Filter will see the HH Income – US variable appear in the filter list.

3. Global Filter Inactive (Off)

Scenario 4 - Global Filter Inactive (Off)

You have your Global filter inactive (Off). When you save:

• Users allowed to change the global filter will see the view with all markets across, with no Global Filter.
• Users allowed to change the global filter have the ability to change the Global Filter to another Region to see just the markets within that Region.
• Users not allowed to change the global filter will see no data.

Summary of Options