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Tutorial: How Do I Amend Filters On Dashboards I Don't Own?
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.
23 STEPS
1. This guide will teach you how to amend a saved filter that you don't own.
2. For this example we are looking to change the filter for Jeans analysis in the US Market.
3. Click on the blue filter pill to review the conditions added to the filter.
4. Here we can see that Zara UK and H&M UK are added.
These will need to change to US retailers.
5. These filters are not able to be edited.
6. So you will need to click Duplicate.
7. Choose a Filter name.
8. For this example click Make this filter public.
9. Click Apply.
10. The filter panel will then change to be editable.
11. Next, click X on Zara UK.
12. Click X on H&M UK.
13. Click Select Retailer.
14. Type H&M US..
15. Select H&M US.
16. Type Zara US.
17. Select Zara US.
18. Click the Collapse icon.
19. Click Apply.
20. Click Save Changes to update your filter.
21. Click Save Changes.
22. Click X.
23. You now have a new saved filter and your dashboard will update with the new filter data.
You have now completed the tutorial.
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/2538006/Dashboards---Amending-Filters-Not-Owned-By-You