Global filters are a top-level filter option applied to the project, view, story, and dashboard. They are an efficient way to keep a consistent view across all your data displays. Global filters let you easily focus on specific subsets of the data, from your initial exploration all the way to your final reports. You can customize views for different user groups, ensuring data privacy and simplifying reporting.
In this article
1. Using Global Filters
When you turn on and select a global filter option, you can analyze the data knowing you are focused on the subset of data you need. Selecting a global filter is as simple as using the drop-down global filter menu and clicking your required filter. Once done, you can create any analysis and your filter stays in place. This applies across projects, stories and dashboards.
- Enable global filters
- Select a filter option
- The interactive title displays the selected global filter
Global Filters make it easy to:
- Create subset data views: Provide a simple way to focus on a subset of the data.
- Ensure data privacy: Control who can see sensitive data. For example, you can restrict a sales team's view to only see data for their assigned region.
- Streamline reporting: Apply the global filters you need at the time of exporting to quickly generate multiple reports for different data segments.
2. When to use Global Filters
As a project owner, you need to consider if using global filters will benefit your project. This requires careful consideration of your team's reporting needs and whether a global filter approach can effectively meet those requirements.
Discuss the project requirements with your team to be sure that Global Filters are a good solution.
To help make the decision, there are three important considerations:
3. Getting started with Global Filters
Global filters use a combination of personalization keys, meta-data input in the form of an Excel spreadsheet, data inclusions defined in the Project, and the settings applied to the analysis view when saved to a story.
Global filters are not automatically available in Harmoni. To use global filters, you need to have Personalization Keys activated.
The following steps take you through the requirements for setting up global filters. Each step links to an article where you can learn more about each requirement.
| If you require global filters in a project, contact support@infotools.com. | |
| Add the filter items into the spreadsheet. These become the filters you see in the project. The spreadsheet can be loaded at the site or project level. Site level file name: globalfilter.xlsx Project level file name: projectfilter.xlsx |
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Learn how to upload (and download) the global filter spreadsheet at the site level and the project level. |
| Once the global filters are in place, you can start creating filtered analyses and producing the reports you need. |
Where to from here?
Learn more about Global Filters.
- Global Filters - Exporting Stories
- Global Filters - Settings when Saving a Story View
- Global Filter Example: Filter the Project Tree and the Data
- Global Filter Example: Hide Items in the Project Tree