Adding a filter will be one of the most common actions you do when creating an insight you want to act on in CRM. Because CRM contains all of your historical data on your subscribers, unsubscribes, purchasers, and Listrak lists you may want to limit your view to orders in a date range, to a specific merchant, to subscribers and more.
Filters can be applied in two different locations in CRM - at the dashboard level and at the tile level. Dashboard level filters apply to more than one tile on your dashboard, without having to add it to each individual tile. Or, you may only want to limit a specific insight and apply a filter at the tile level, which only applies to the specific tile you are editing.
Creating a Tile Level Filter
A tile-level filter can be added based on the vast majority of dimensions and measures available in CRM. Tile-level filters can include one criteria or multiple criteria to limit the data displayed in the visualization.
Filters can be added two different ways:
In the data panel, hover over the data point you wish to filter and select the Filter button that appears.
In the data section, click the gear icon at the end of any row and select Filter.
The data point will now appear in the filtering section and you can set the specific limitations for your title. Learn more about setting the filtering criteria.
Editing a Tile Level Filter
If you would like to update a filter used in a tile, first ensure the dashboard where your tile is saved is placed in Edit Mode.
Hover over the top right corner of the tile
Click the pencil icon
In the filter section, adjust the criteria of your filter
Click Save
💡 There is no need to re-run a tile prior to saving, but it may take a moment for the results to refresh on the dashboard.
Creating a Dashboard Level Filter
A dashboard level filter can be applied to dashboards in both the Personal and Group spaces.
Give the filter a name
Select a type
Field: Allows you to filter off a a specific dimension or measure available in CRM
Date: Allows you to select a specific date range. The specific dimension (e.g. order date or subscription date) will be selected for each tile.
Number: Allows you to select a specific numerical value or criteria. The specific dimension (e.g. order count) will be selected for each tile.
String: Allows you to select a text criteria. The specific dimension (e.g. product title or profile value) will be selected for each tile.
Set the default value, the value you want to apply to the dashboard level filter, such as a date range or numeric value.
Applying the Dashboard Level Filter
Now, you can select the specific tiles you would like to apply the filters to on the dashboard.
Enable the toggle next to the tile title
💡 Select the ALL button to apply the filter to every tile
Select the specific dimension or measure that the default value should apply to
💡 This may auto-populate based on the specific criteria you have selected
Click Save
On the dashboard click Run
⚠️ A dashboard level filter will override a tile level filter when both filters use the same data (e.g.: order date). If this occurs, for the selected tile all filters for the selected data point should be applied at the tile level by toggling off the dashboard level filter for the selected tile.
Applying a Dashboard Level Filter to a New Tile
When creating or saving a new tile on a dashboard where a dashboard level filter is applied, the filter will not be automatically applied to the tile. You need to enable the filter for any tile.
Place the dashboard in Edit mode
Click on the Filter icon in the edit menu
Select the specific filter (only necessary if multiple dashboard level filters are applied)
In the tiles to update tab, enable the toggle for the new tile(s) that should have the filter applied
⚠️ A dashboard level filter will override a tile level filter when both filters use the same data (e.g.: order date). If this occurs, for the selected tile all filters for the selected data point should be applied at the tile level by toggling off the dashboard level filter for the selected tile.
Editing a Dashboard Level Filter
Place the dashboard in Edit mode
Click on the Filter icon in the edit menu
Select the specific filter (only necessary if multiple dashboard level filters are applied)
Adjust the criteria
Click Save
On the dashboard click Run
Available Filtering Criteria
Date Options
Relative Dates: Relative date options allow you to set a dynamic filter that updates based on a number of days, weeks, months, or years. Options include is in the past and is on or after and is before with the relative option selected.
Calendar Dates: Calendar date options allow you to set a filter based on a specific or range of dates. These dates are static. Options include is on the day, is in the range, is in the year, is on or after and is before with the absolute option selected.
Value: Value options allow you to look for the presence of data without specifying a specific date. Options include is null, is not null, and is any value.
Numeric Options
Target based on a numerical value or range of values. Options include is equal to, is not equal to, is greater than, is greater than or equal to, is less than, is less than or equal to, is between, is not between, is null, and is not null.
Field Options
Apply criteria based on any of the fields in CRM. Select the grouping of data and specific field. The specific filter options will depend on the type of data chosen. Text data options include contains, doesn't contain, is equal to, is not equal to, starts with, ends with, doesn't start with, doesn't end with, is blank, is not blank, is null, and is not null.
