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Tutorial: How Do I Add & Remove Filters In Customer > Dimensional Insights?

 

This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

 

13 STEPS

1. In this tutorial you will learn how to add and remove filters from your Dimensional Insights table to focus your analysis on data of interest.

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2. Click Edit Grid

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3. Click Add filter.

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4. Click Customer Frequency to select the metric you want to filter by.

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5. Click Sales.

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6. Type 14000 into the highlighted field.

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7. You can continue to add a number of filters to your table by selecting Add filter.

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8. Once you have added the filters you want, click Apply.

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9. The filters you have applied will appear in the highlighted box.

From here, you can remove or edit your filters.

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10. Your table will have updated to only show Customer Frequency that have 14,000 or more in Sales in the last week.

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11. You can also remove filters by going to Edit Grid.

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12. Click the - symbol beside your filter to remove it.

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13. Click Apply to save the updates you have made to your filters.

You have now completed the tutorial

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2519948/Customer---Analysis---Dimensional-Insights---How-To-Add---Remove-Filters