Learn how to apply filters to view data for a specific analysis population.
Filtering is essential to conducting ad hoc analysis and allows you to view a smaller part of your data set. When applying a filter, you're choosing one or more values of an attribute to include or exclude from your view.
If you want to analyze data for employees located in North America, you will only select the North America value from the Location Hierarchy attribute to include in your view. You'll notice that we've grouped attributes by category so they're easier to find when filtering. For example, the Location Hierarchy attribute is found under the Organization category.
The picker views
The Metric, Filter, and Group By pickers have two different views.
When selecting these pickers, you'll be initially presented with a menu that contains a search box and list of suggested metrics or attributes, as shown in the following screenshot.
The suggestions are based on the metric or attribute that is currently selected.
You can see a list of recently used items by selecting the search box, as shown in the following screenshot. Only previously selected user created key groups and grouped by attributes will appear in the list of recently used filters.
If you want to see the entire list of metrics or attributes that are available to you, click See all filter at the bottom of the picker. This will open the pickers in full screen.
Add a Filter
1. On the Analysis Context toolbar, click Add a Filter.
2. Click See all filters to open the Filter picker in full screen.
3. In the Filter picker, define the filter criteria by doing the following.
a. In the Categories pane, select a category to see the attributes in the Selection pane, which is located on the right side of the picker. For example, Organization.
b. In the Selection pane, select the attribute you want to filter on. For example, Location Hierarchy.
c. Select the attribute values you want to include or exclude. For example, North America.
Note: Using the Filter picker in full screen
4. When finished, click Apply.
Result: The data in the chart updates.
5. To add more filters, repeat steps 1 to 4.
Using filter shortcuts
Shortcuts are a quick way to filter your analysis context. Available shortcuts come from different sources:
• My Permissions: Key groups that are based on permissions that have been assigned to you by your admin. These key groups are a result of the security filters that your admin has created that give you access to a specific population. For example, if you get access to all employees in South America through your permission, you will be assigned a shortcut under My Permissions for Location Hierarchy: South America. For more information about creating permissions as an admin, see Create a permission.
• My Key Groups: Key groups that you've created. These are your frequently used analysis context that you've saved as a key group. To use your applied filter as a shortcut and have it appeared in the list, you must save it as a key group first. For more information, see Create a key group.
• Shared With Me: Key groups that other users have shared with you.
To apply a filter shortcut:
Note: To use your applied filter as a shortcut and have it appear in the list, you must save it as a key group first.