Adding a Filter
The Filter Bar is visible towards the top of your Dashboard, just under the Dashboard name. When there are no filters applied you'll see a button to Add a filter.
When you click the Add a filter button a flyout menu will appear that shows a list of all the fields in your data. The icon next to the field name indicates what type of field it is (categorical, numerical, NPS, sentiment).
When you move the mouse cursor over a field, you'll see all of its values appear on the right-hand side of the menu.
From here you simply click a value to add it to the Filter Bar. The menu will stay open to make it easy to add more filters.
You can change a filter value by clicking it in the Filter Bar and selecting a different value from the list.
You can also change the field by clicking on it in the Filter Bar.
Apply Multiple Filters
You can add as many filters as you like from the flyout menu. When adding multiple values for the same field they will appear on the same line in the Filter Bar. When you add a value from a separate field it will appear on a new line in the Filter Bar. Below, we have filtered the data to only include records that have 18 to 24 or 25 to 34 for the Age field that also contain positive sentiment.
To remove a specific value for a field, click that value and select the (Remove from line) option.
To remove all filters for a specific field, click the X icon on the right-hand side of the appropriate row in the Filter Bar.
To remove all filters, click the Clear all filters button at the bottom of the Filter Bar.
Excluding a Segment
The default behavior of filters is to narrow down the data to the records that match a specific field value. You can also choose to exclude records based on a specific field value. To do this, simply add the field value to the Filter Bar, then click the "is" button and change it to "is not".
In this example, we've changed the filter from only including records with 25 to 34 for the Age field to including records with all Age values except 25 to 34.
Numerical Range Operators
Numerical fields provide extra operators for filtering based on numerical ranges.
When you select a range operator you can click on the field value to change it.