Quick filters allow you to easily explore data within a given project, without the need of creating a more complex component-list filter in the Filter Builder.
Consider the following when creating quick filters:
The following video demonstrates how to use quick filters. (Note: this video uses the term “quick segments” instead of “quick filters.” However, the functionality is the same.)
Any user in Anlysis Workspace can create a quick filter.
To create a quick filter:
Choose one of the following methods to begin creating the quick filter:
Ad hoc (drag-and-drop): From the left rail, drag a component to the drop zone next to the Filter icon in the panel header, then select the Edit icon to adjust the filter.
Consider the following when creating a quick filter ad hoc (drag-and-drop):
Hit where eVar1 exists
or Hit where event1 exists
.Using the filter icon: In a Freeform table, select the Filter icon in the panel header.
Adjust any of the following settings:
Setting | Description |
---|---|
Name | The default name of a filter is a combination of the rule names in the filter. You can rename the filter to a more friendly name. |
Include/exclude | You can either include or exclude components in your filter definition, but not both. |
Hit/Visit/Visitor container | Quick filters include one filter container only that lets you include a dimension/metric/date range in (or exclude it from) the filter. Visitor contains overarching data specific for the person across visits and page views. A Visit container lets you set rules to break down the person’s data based on visits, and a Hit container lets you break down person information based on individual page views. The default container is Hit. |
Components (Dimension/metric/date range) | Define up to 3 rules by adding components (dimensions, metrics, date ranges, or dimension values). There are 3 ways to find the right component:
|
Operator | Use the drop-down menu to find standard operators and Distinct Count operators. See Filter operators. |
Plus (+) sign | Add another rule |
AND/OR qualifiers | You can add “AND” or “OR” qualifiers to the rules, but you cannot mix “AND” and “OR” in a single filter definition. |
Apply | Apply this filter to the panel. If the filter contains no data, you are asked if you want to continue. |
Open builder | Opens the Filter Builder. After you save or apply the filter in the Filter Builder, it is no longer considered a “Quick Filter”. It becomes part of the component-list filter library. To make the component available across all of your projects and in the left rail, select the option Make this filter available to all your projects and add it to your component list. For more information, see the section Save a quick filter as a component-list filter in this article. Note: Only users with the Filter Creation permission in the Adobe Admin Console can open the Filter Builder. |
Cancel | Cancel this quick filter (don’t apply it). |
Date range | The validator uses the panel date range for its data lookup. But any date range applied in a quick filter overrides the panel date range at the top of the panel. |
Preview (top right) | Lets you see whether you have a valid filter and how broad the filter is. Represents the breakdown of the dataset you can expect to see when you apply this filter. You might get a notice that indicates that this filter has no data. In this case, you can proceed or change the filter definition. |
Select Apply to save your changes.
Hover over the quick filter that you want to edit, then select the Edit icon.
Edit the filter definition or the filter name.
Select Apply to save your changes.
Consider the following when saving a quick filter:
To save a quick filter, you need the Filter Creation permission in the Adobe Admin Console.
After you save or apply the filter, it can no longer be edited it in the quick filter builder. Instead, you must use the regular Filter Builder.
You can choose to save quick filters as component-list filters. Advantages of component-list filters include:
You can save filters either from the quick filter builder or from the Filter Builder.
After you apply the quick filter, hover over it and select the info (“i”) icon.
Select Make available to all projects and add to your component list.
(Optional) Rename the filter.
Select Save.
The filter now appears in your component list in the left rail. Also, note that the filter’s side bar changes from light blue to a darker blue, indicating that it can no longer be edited or opened in the quick filter builder.
After you apply the quick filter, hover over it and select the info (“i”) icon.
Select Save filter
(Optional) Rename the filter, then select Apply.
Go back to Workspace and note that the filter’s side bar changes from light blue to a darker blue, indicating that it can no longer be edited or opened in the quick filter builder. And by saving it, it becomes part of the component list.
After you apply the filter, you can choose to add it to your filter component list and make it available to all your projects.
Hover over the saved filter and select the pencil icon.
Select Open builder.
At the top of the Filter Builder, notice this dialog:
Select the checkbox next to Make this filtr available to all your projects and add it to your component list.
Select Save.
The filter now appears in your filter component list for all your projects.
You can also share the filter with other people in your organization.
The following example of a filter combines dimensions and metrics: