Digital/Omni: How To Create Filters To Refine Analysis

How to Create a Global Filter

A global filter, is when a filter is applied in the control panel. Global filters will carry through to every EDITED Digital & Omni analysis tool except Basket Analysis. Basket Analysis reports fundamentally differ with filter criteria for primary and secondary fields.

Filters allow you to refine your data set to the products you want to analyze.

Select the Filter button in the control panel to create a filter.

The Create Filter tab will be selected as default. Creating a filter is a three-step process.

Click the first dropdown to select the type of filter you would like to apply, e.g., Department, Brand, or Gender.

Click the second dropdown to select the rule you want to apply to your filter. This can help isolate or exclude specific areas of your business. For example, selecting Is will include, and selecting Is Not will exclude specific departments in your analysis.

Click the third text box to add the specific criteria of the filter that you want to apply, e.g., Dresses. This will change based on the type of filter you have selected in the first dropdown.

You can click the Search Department button under the text box to get a predefined list of all the possible filter criteria you could apply. Once you have selected your criteria, ensure you click Add Selected.

When you are happy with the filter you have created, click Apply Filter to apply the filter to your data set.

If a filter is applied in the control panel, it will carry through to every EDITED Digital & Omni analysis tool except Basket Analysis. Basket Analysis reports fundamentally differ with filter criteria for primary and secondary fields.

How to Add Combination Filters

You can create both AND, and OR combinations when using EDITED Digital & Omni filters.

Use the green plus button to create an OR filter combination.

Use the +Add Field button to create an AND filter combination.

How to Add Filters into Analysis Tools

Insights and Opportunities

You can also add filters directly into analysis tools within Insights and Opportunities to refine the list of products being surfaced. The below example focuses on Insight Badges.

Click Edit Grid.
Click Add Filter.

Click the first dropdown to select a filter field or metric, e.g., Department.
Click the second dropdown to select a rule, e.g., Is or Is Not
Click the third text box to add the specific criteria of the filter that you want to apply, e.g., Dresses.

You can click the search button under the text box to get a pre-defined list of all the possible filter criteria you could apply. Once you have selected your criteria, ensure you click Add Selected.

Click Add Filter to save.

Additionally, you can add filters within the table itself by hovering over the right-hand side of any column header.

Select the appropriate rule from the dropdown.
Click the text box to type the specific criteria of the filter that you want to apply, e.g., Dresses.