Add Filters to your Widget

When you initially create a widget, you select a type record to use for your widget. This means that early on in the widget creation process, the information is still generic and unlikely to be exactly what you are looking to use in your widget.

This is when filters come into play. They allow you the refine the dataset to specific criteria and that is the key to presenting the right information in your widget. Sometimes a single filter will be enough to isolate your targeted data from the dataset but sometimes, you'll need to use more than one filter to be able to present the right information in your widget.

Add a Filter to Your Widget

  1. Navigate to Widgets in Analytics.
  2. Select and open the widget to which you want to add a filter.
  3. Click on the Edit button in the upper right corner.
  4. Scroll to Filters in the Settings.
  5. Click the +Add filter button.
  6. Select the Inclusion type from the drop-down list.
    • Include: Adds only values that match the filter.
    • Exclude: Removes values that match the filter.
  7. Select the Column for which you want to apply the filter to from the drop-down list.
    Based on what you are trying to filter, there could be several options to achieve the results you want.
  8. Select the Comparison type from the drop-down list. 
  9. Specify a Value to filter for.
    The value to specify changes depending on the column you selected:
    • Free text
    • Calendar, with or without a timestamp
    • Dropdown list
    • Location
  10. Click the Save button.

Comparison type

The Comparison type changes depending on the column you select.

Text

Contains Includes items with a given series of characters
Ends with Includes items that ends with a given series of characters
Equals Includes items with this exact series of characters
Is empty This value is empty for this column
Starts with Includes items that begins with a given series of characters
With With is only for Selection lists where multiple values can be selected. The filter will match any record that has the selected value

Numerical

Between Values between two specified numbers
Equals Value exactly equal to a specified number
Greater than Greater values than a specified number
Is empty This value is empty for this column
Lower than Lower values than a specified number

Date

After Date that comes after a specified date, excluding the selected date
Before Date that comes before a specific date, excluding the selected date
Between Dates included between
two specified dates
Current period

The current day/week/month/quarter/semester/year.

In Borealis, the week begins on Sunday and ends on Saturday

Equals Date is exactly the specified date
For the last The last period ending today
For the next The upcoming period starting today
Is empty This value is empty for this column
Next period The following day/week/month/quarter/semester/year, excluding the current one. In Borealis, the week begins on Sunday and ends on Saturday
Previous period The previous day/week/month/quarter/semester/year, excluding the current one. In Borealis, the week begins on Sunday and ends on Saturday
Since Since a specific date you specify with the suggested options
Until Until a specific date you specify with the suggested options

 

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