Global filters in Harmoni are top-level filters applied across a project, view, story, or dashboard to dynamically filter data displays based on defined groups.
When a global filter is active, views are filtered to show only the data applicable to that filter. Global filters can limit the view of data to a specific group of users or individual users. This helps to ensure privacy and to target data displays to specific areas of interest, for example, a specific region.
In this article
1. Using Global Filters
Global filters are used to subdivide the data in a project. Definitions are applied by the Project owner during the design phase of the project, and can include multiple filtering options. Project owners use a global filter spreadsheet Identifies the axes and/or elements displayed as global filter options that can be used for analysis and reporting. to define the filter groups, and the spreadsheet is applied to the project.
Learn more about setting up global filters.
Switch on Global Filters
After loading a project, depending on the settings, a global filter option may be automatically selected. If not, to switch on Global Filters, you can use the On/Off toggle in the Global Filter menu at the top right of the analysis area.
If you can't see the Global Filters menu, the project may not have Global Filters. Please check with the Project Owner.
Apply Filters
Once you apply a filter option, all data views are filtered on that view until you change it, refresh your browser, or end the session. Clear or reset do not remove the global filter.
In the example below, once the global filter is switched on, you can see how the brand list changes based on the market it belongs to.
When you select a global filter option, the filter name appears next to the project name in the interactive title.
Global Filter Search
When there's a long list of filter options in the global filter menu, use the search bar to find items easily. Search scans across all filter categories in the menu.
2. Editing the Project Tree with Global Filters On
When global filters are turned on, the edit functionality in the design menu is limited. Global filters can reduce the availability of variables so it can be necessary for Project Owners to turn global filters off when designing and editing a project.
Creators and Explorers also need to turn them off when creating private variables to access full functionality.
As a Project Owner with global filters on, the design menu displays the items under construct. The other sections of the design menu are not available.
As a Creator (non-owner) or Explorer with global filters on, users will also see items available under construct specific to these user types. No other options are available.
Where to from here?
Learn more about Global Filters
- Global Filters - Settings when saving a Story View
- Global Filters - Reporting and Sharing Stories
- Global Filters - Exporting Stories