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. For example, if you choose to build a widget on Individuals, all individuals will be included in your widget until you refine it.
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
- Navigate to Widgets in Analytics.
- Select and open the widget to which you want to add a filter.
- Click on the Edit button in the upper right corner.
- Scroll to Filters in the Settings.
- Click the +Add filter button.
- Select the Inclusion type from the drop-down list.
- Include: Adds only values that match the filter.
- Exclude: Removes values that match the filter.
- 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. - Select the Comparison type from the drop-down list.
- 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
- 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 |