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Filtering CX Dashboards

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About Filtering CX Dashboards

In CX Dashboards, you can filter your dashboards by applying a filter to every widget on a page or by applying filters to individual widgets. This allows you to dive into the data and find trends that you would not be able to see with the data in aggregate alone. Different data types will result in different kinds of filters (e.g., Text Sets will give you a dropdown list of options while Dates will give you a calendar from which to select a date range).

Warning: When filtering on a Number Set or Text Set field, the filter will display a maximum of 5,000 values.

Adding Page Filters

  1. Select Edit Page to enable editing on your dashboard.
    Edit Page button
  2. Click on the Add Filter button at the top left of your dashboard.
    Add Filter button
  3. Select the field that you want users to be able to filter by.
    Add a Filter dropdown

    Qtip: Page level filters apply to every widget on the page.
  4. Optionally, change the title of the filter.
    Filter Title text box
Qtip: Adding page filters in this manner only makes the filter available to Dashboard users. You will still have to define your filter conditions after adding the filter in order to have it apply to your data.
Attention: If you select specific values while editing your filter and then exit out of editing mode, the filter will be applied automatically for your dashboard viewers. In the below example, the value Support was selected for the filter, “What department are you in?” When dashboard viewers go to this dashboard, the filter “What department are you in?” will automatically be set to filter for Support.
image of a page filter added to a dashboard in editing mode with specific filter values selected

Adding Widget Filters

Qtip: Advanced Filters always apply and are not overridden by widget-level filters. This behavior is different than page filters which will be overridden by any widget level filters.
  1. Select Edit Page to enable editing on your dashboard.
    Edit Page button
  2. Click on the widget that you want to filter.
    Click widget to filter
  3. Either click on the Add Filter option in the Widget Options on the right, or click on the filter icon at the top right of the widget and click on Add Filter.
    Add Filter option

    Qtip: Filters set on individual widgets will not apply to anything else on the page.
  4. Select the field that you want users to be able to filter by.
    Add Filter dropdown list

    Qtip: Curious about Metric Filters? Read our support page on Simple Chart Widgets.
  5. Optionally, change the title of the filter.
    Filter Title text box

    Qtip: Different data types will result in different kinds of filters (e.g. Text Sets will give you a dropdown list of options while Dates will give you a calendar from which to select a date range).
Qtip: Adding page filters in this manner only makes the filter available to Dashboard users. You will still have to define your filter conditions after adding the filter in order to have it apply to your data.
Attention: If you select specific values while editing your filter and then exit out of editing mode, the filter will be applied automatically for your dashboard viewers. In the below example, the value Engineering was selected for the filter, “What department are you in?” When dashboard viewers go to this dashboard, the filter “What department are you in?” will automatically be set to filter for Engineering.
image of a widget filter added to a widget in editing mode with specific filter values selected

Adding Metric Filters

Filters tab in a widget

In addition to filtering dashboards and widgets, you can add a filter on your widget’s metric. Filters on the metric will restrict the data that is displayed in the widget. For more information about adding metric filters to widget, see this support page about widget metrics.

Locking Filters

Sometimes, you don’t want your dashboard viewers to be able to change certain filters. For example, let’s say you have a dashboard page analyzing data for a specific store location. You can add a page filter for store location, select the specific store location as the filter value, and then lock the filter.

When editing your filter, enable Lock Filter to lock it. Both page filters and widget filters can be locked.
image of dashboard page filter. the dashboard is in edit mode and the lock filter option is highlighted

Once a filter is locked, dashboard users won’t be able to adjust it. You can always edit the filter again and unlock it. Locked filters are recognizable by their dark grey background and the padlock symbol next to the filter name.
image of a locked filter on a cx dashboard

Using Filters

  1. Click on the filter you want to use. Widget Filters can be accessed by clicking on the filter icon at the top right of the widget. Page Filters can be accessed by clicking on the name of the filter at the top of the page.
    Widget Filter dropdown and icon
  2. Use the dropdown to select the data criteria that you want to view.
    Filter dropdown list

Removing Filters

  1. Select Edit Page to enable editing on your dashboard.
    Edit Page button
  2. Click on the filter you want to delete. Widget Filters can be accessed by clicking on the filter icon at the top right of the widget. Page Filters can be accessed by clicking on the name of the filter at the top of the page.
    "Filtering By" menu
  3. Click on the Remove Filter option.
    Remove Filter option

Filter Interactions

Generally speaking, page level filters will apply to widgets that also have a widget level filter applied. However, in circumstances where the widget level filter and page level filter conflict, the widget level filter will override the page level filter.

For example, if a page filter is set to show only responses from male respondents and a specific widget has a filter to show only responses from female respondents, the page level filter will be ignored and the widget will only show female responses.

However, in a situation where a page level filter does not completely contradict a widget level filter, both filters will be applied. For example, if a filter is set to only show responses from male respondents and the widget level filter is set to show only responses from participants ages 18-24, then the widget will show responses for males who are 18-24 years of age.

When the combination of choices selected in two or more filters results in no data, the filter tells you. After selecting the value of first filter, the next filter will tell you what choices now have no data. This lets you know what filter conditions are less helpful to combine, since they yield no results.

Example: We are filtering only for married people in the first filter. In the second filter, asking respondents if they served in the armed forces, Yes will be in the No Data Found section. This means those who indicated they are married did not ever indicate they also served in the armed forces.

Exclusively is “X”

For fields that have been mapped as Multi-Answer Text Sets, you will have an option called Exclusively is ‘X’ when adding the field as a filter. When selecting this option, the filter will only return data if the user responded with exactly your selection.

Exclusively is "X" checkbox

For example, if the question was, “What modes of transportation do you use: Train, Car, Bus” and you specified “Exclusively is: Train, Car,” you would only get responses where the user selected both Train and Car, nothing else.

Set Default Value From User Attribute

For fields mapped as a Text Set field type, you will have the option to Set default value from user attribute when adding the field as a filter. When selecting this option, the filter will automatically filter for a specific value based on the dashboard viewer’s user attributes.

This requires you to map attribute values to filter values by following the steps below.

  1. Add a filter for a field that’s mapped as a Text Set.
    a dashboard filter is being edited and the set default value from user attributes option is selected
  2. Enable Set default value from user attribute.
  3. Use the dropdown menu to select a user attribute.
    the user attribute selection dropdown
  4. Map your attribute values to your data values. Data values are the different values for the filter while attribute values are the different values for your selected user attribute. You may only change the data values.
    image of the mapping screen for mapping user and data values

    Qtip: Enable Use User Attribute values directly if your filter values and user attribute values already have a one-to-one correspondence and don’t need to edited.
  5. Click Save.

After mapping your values, you also have option to Limit default value to role. This option makes it so that only users in the selected role have the default filter value. Users not in the role will see the filter without a default value applied.
the limit default value to role option on a dashboard filter

Date Filters

Filters made for fields of the Date field type are unique in a couple of ways. For one, when specifying the date range, you have a lot of unique options. In addition, these filters themselves have ways of offsetting the data you pull in.

Specifying the Date Range

  • Today/This Week/Last  Days/Last 180 Days/etc.: This date range is dynamic. If you have “This Week” selected, the data that appears will literally be from the past week, changing as you progress through weeks.
  • Custom Date Range: Using the calendars, specify the dates over which you want data included.
    Custom Range filter
  • Custom Time Frame: Custom Time Frame allows you to filter for data collected within the last number of days, weeks, months, quarters, or years. You then have the option to “Shift back” the data by a given period of time. This “Shift back” is described below. For example, in looking at data from the last two quarters, you can “Shift back” by one year to see what the data looked like in the same two quarters one year ago. The filter will describe the exact dates it is covering.
    Custom Time Frame filter

Shift back by Quarter or Year

When you select a preset timeframe like Last 180 Days, or choose Custom Timeframe, you can select Shift back by to adjust the data being displayed in the dashboard to the same period in the amount of time specified. For example, let’s say I want a page of my dashboard to always tell me how my company performed the exact same time last year. Thus shifting back date filters allows us to make helpful comparisons to our current performance.

You can shift back filters by as many years or quarters you want.

Example: I create a filter on June 15. It is Q2. This is the data I see for the Past 7 Days.

Shift back date is not selected and the data shows for week June 11-7

When I offset this data by 1 Quarter, I see data for March 12-18. March is the third and final month of Q1, just like June is the final month of Q2. March 12-18 covers roughly the same period of 7 days that June 11-17 does in Q2.

Shift back by 1 Quarter is selected and data appears from March 12-18

Relative Filters

Relative filters are a type of shift back filter that can only be on the widget level to Simple Charts and Simple Tables. The purpose of relative filters is to filter a widget relative to a page-level date filter. For example, if your entire page is filtered to show data for the last 7 days, you can use a relative filter on your widget to show data for the same week last year.

  1. Add a date filter to your page. You can filter this however you want, and even leave it on the All Time setting if desired.
    Page Filter grayed out in background, simple table opened to edit the filter on a metric (right side)
  2. Edit a Simple Table or Simple Chart.
  3. Click on a Metric.
  4. Go to the Filters tab.
  5. Select Add Filter.
  6. Select a date filter.
    Selecting a date filter in the little dialogue box and seelecting relative from the All Time dropdown box
  7. Change the filter to Relative.
  8. Select Shift date back.
    shift date back checkbox
  9. Select the timeframe you want to shift the data back by.
    Once checkbox for shift back selected, new checkbox appears below
  10. Select Period to date to only include data through the current day, rather than a full time period.

Example: This dashboard page is filtered to show data for the last 7 days.

This Simple Table has three Metrics added to it, each an average NPS. The first Metric is not filtered, showing the NPS for the last 7 days. The second Metric is shifted back 1 year from the page filter, showing data for the same week a year ago. The third Metric is shifted back 1 quarter from the page filter, showing data for the same week a quarter ago.

Simple Table with described metrics

Compare Historically

If you have several years worth of data collected, the historical comparison option is a great way to show how feedback has changed over time.

Simple chart comparing quarters by year. Menu opened on the date x axis and displaying the settings described

  1. Add a metric.
  2. Add a date field to your x-axis. Then click the field again to open the menu.
  3. Adjust how you group the data (day, week, year, etc.), if necessary.
  4. Select Compare Historically.
  5. If you’d like to restrict the data by date, select a date range.
    Qtip: This setting is helpful if you have data from several years worth of projects mapped in your project, but you really only want to display a comparison of two years’ data. For example, I may have 2016, 2017, 2018, and 2019 mapped, but I really only want this chart to display data from Jan 1, 2018, to December 31, 2019.

FAQs