Quick filters

Quick filters allow you to explore data within a Workspace project quickly, without the need to create a filter in the Filter Builder.

When you want to use quick filters, please note that:

Create

Quick filters apply to panels. You can create one ore more quick filters for every panel in your Workspace project. Any user in Analysis Workspace can create quick filters.

To create a quick filter:

When you create a quick filter using drag and drop, note that:

Quick filters you create appear at the top of the panel. Quick filters do have a light blue thin left bar. When a quick filter is in edit mode using the Quick filter builder, the background of the Quick filter is light blue.

The results of the quick filters you create in a panel are applied (using AND logic) to all the visualizations that are part of the panel.

Manage

To manage a quick filter, hover over the specific Quick filter.

Quick filter builder

See below for an example of the Quick filter builder. In the example, the builder is opened for a quick filter titled Call Reason = Order Change AND Online Orders is greater than or equal 1. Both quick filters at the top do apply to the Average Order Value Dashboard panel and all visualizations within, such as the Average Order Value Per Country freeform table.

The quick filter builder consists of the following areas and buttons.

Header area

The header area determines the name, type and scope of the quick filter. It also displays a visual for the results of the quick filter.

Element

Description

Name

The name is automatically derived from the quick filter definition.

People

Preview visual of the data resulting from the quick filter. A bar and percentage provide insight in how much of the overall data is part of the result of the quick filter. A red signals that the quick filter does not return data.

Include
Exclude

Select from the dropdown whether you want to include or exclude the results of the quick filter from the data in the panel.

Event
Session
Person

Select from the dropdown the scope of the quick filter.

Condition area

The condition area specifies the conditions (up to a maximum of three). For each condition you can specify the following:

Element

Description

Dimension
Metric
Date range

Select from the dropdown whether you want to specify a condition for a dimension, metric or date range.

component

The component field for the condition. You can Type to add a component, select a component from the list, or you can drag and drop a component from the component panel. You can only drop similar components on the component field of the condition. For example, you can only drop a dimension component from the component panel on a dimension condition.
You can also drag and drop to replace an existing component.
Select to delete the component from the component field.

operator

The operator for the component. See Operators for more information. Only available for dimensions and metrics.

value

The value for the condition. Depending on the operator selected, the value can be selected from a list or you enter a value.

Select to delete a condition from the quick filter.

Buttons

Button

Description

AND
OR

Only available when you define more than one condition. Select from the dropdown between the conditions. The selection determines the boolean logic for the quick filter. You cannot mix logic when having three conditions. The boolean logic is either AND or OR.

Adds another condition to your quick filter. This button is only available when you have defined one or two conditions for the quick filter.

Apply

Apply the changes to the quick filter.

Open builder

You are prompted for confirmation with an Are your sure? dialog. If you select OK, you can no longer modify your filter in the Quick filter builder Your quick filter is renamed to Filter and now has a darker blue thin left bar.
The regular Filter builder opens with the option to Make this filter available to all your projects and add it to your component list.

• If you select this option and select Apply, the filter is added to the Filters component list in the component panel.
• If you do not select this option and select Apply, the filter remains a Workspace project-only filter.

Cancel

Select to cancel the creation or edit of a quick filter.

Quick filters versus Filters

Quick filters are exactly what they are named. You can create and edit quick filters quickly inline and see the effects immediately in your panel.

Filters do have the following advantages compared to quick filters.