Tutorial: How Do I Create A Dashboard Filter?

36 STEPS

1. This guide will teach you how to create a new filter, save it and set it as your default filter.

This example will look at creating a filter to analyze Women's Dresses in the UK fast fashion market.

2. Click the X on your current filter pill to remove it.

3. Click + Add filter.

4. Click Create filter.

5. If you have access to Enterprise data you will see an Enterprise tab at the top. You will then be able to choose the Enterprise filters relevant to your analysis.

Product Category 1 and Brand conditions will be visible to customize.

6. Click the Trashcan icon to remove unwanted conditions.

7. Click + Add condition to add a new condition to your filter.

8. For this example click Product Category 2.

9. Click in to a condition to add.

10. Select Dresses.

11. Click Apply to update the data in your dashboard.

12. Next, click the Market tab.

13. Like the Enterprise tab, it will have conditions already added for you to customize.

14. Click Select Country.

15. Use the search bar to quickly find the region you need.

16. Type UK.

17. Select UK.

18. Continue to add the filters you need

19. Click the X to remove any you don't want.

20. Click + Add condition if you require more conditions in your filter.

21. You will then have the option to select from further Fields and Metrics.

22. You can use the Search bar at the top to find a specific Field or Metric.

23. Any Field's or Metrics already selected will be greyed out.

24. Click More metrics.

25. This will give you a list of advanced metrics to choose from.

26. Click the back arrow to return to the main filter panel.

27. Once you are happy with your filter, click Apply.

28. Then click Save Filter to add this to your saved filter list.

29. Choose a Filter name.

30. The filter will default to private so only you will be able to see it.

31. Select Make this filter public to give your organization access.

32. Click Save Filter.

33. Next, click the three-dot menu.

34. From here, you can Save as to duplicate the filter, Rename filter and Set as default.

E.g. If you want the filter you created to carry to other areas of the EDITED tool like Competitive assortment or pricing, you can set it as your default filter.

35. Click Set as default.

36. This will now be set as your default filter.

Remember that this filter will not carry over into Opportunities, as Opportunities has its own filters.

You have now completed the tutorial.