Skip to main content

Global Filters - Personalization Keys

Updated

Global filters are a top-level filter option that is applied to the project, view, story, and dashboard. As you setup global filters, there is a lot of flexibility to control what users do and see in the project.

Personalization keys control the different options and this article explains how this works. The Infotools Support team manages the setup of the keys, but understanding how they work is important to get the most out of global filters.

    Tags:
  • Project Owner
  • Creator

 

In this article

  1. Personalization Keys
  2. Examples of Global Filter Settings

 

1. Personalization Keys

There are seven personalization keysKeys that can be applied at the user, site (all users), or company (all users) level. that control global filters. These keys control what users see and do when they are using global filters.

 

For a more detailed understanding of the personalization keys, refer to the table below:

Personalization Key Description Setting/Value

Global Filters Enabled

Menu.GlobalFilter.EnableView

Turns the global filter toggle on or off.

Once the toggle is displayed, you can manually toggle global filters on and off.

True or False 

  • True - displays the Global Filter toggle at the top right of the analysis pane.
  • False - the Global Filter toggle is not displayed.

Global Filter Upload

Menu.GlobalFilter.Upload

Turn on the ability to upload the global filter file.

True or False 

  • True - allows the user to upload the global filter file.
  • False - the user can see the globe icon but cannot upload the global filter file. 

Filtering Axis

Menu.GlobalFilter.Category

The global filter axis that loads by default. The axis is is defined in the project.

Axis Name 

Default filter category that displays when you load the project. This works in conjunction with the Filtering Element key (see row below).

For example, enter the All Countries axis and the project loads with the global filter menu set to the Country axis and the corresponding element defined in the Filtering Element key.

The axis must be defined in your global filters spreadsheet.

If no value is set the project loads with global filters off.

Filtering Element

Menu.GlobalFilter.Option

Default element from the axis specified in the Filtering Axis (row above)

 

Element Name 

Default filter element selected in the global filter menu when you load the project.

The element must exist in your project and be defined in your global filters spreadsheet.
 

If no value is set the project loads with global filters off.

Change Filter

Menu.GlobalFilter.EnableChange

Set whether global filters can be changed.

Limit what users can see to ensure privacy and target data displays.

True or False 

  • True - allows the user to select different global filter elements.
  • False - limits the accessibility to filters. 

Exception Report

Menu.GlobalFilter
.ExceptionReport.Enable

The global filter exception report allows you to identify anything that is missing from the spreadsheet.

True or False 

  • True - allows the user to download the exception report.
  • False - exception report cannot be downloaded

Global Filter Subset

Menu.GlobalFilter.Subset

Limits the global filter category to a subset of elements

Axis/Element Name

Define a subset of elements within a global filter category.

Category:Option,Option,Option (e.g., All Countries:Australia,Japan,China)

Include multiple categories by placing a double pipe || between each set of categories and options.

 

 

LightBulb_WhiteOnTealBG.svg

When you know the personalization key settings you need, contact Support to have these implemented.

 

If you know you need global filters, but aren't sure about the settings, let Support@infotools.com know and we can guide you.

 

2. Examples of Global Filter Settings

 

Enable change - True

In this example, global filters have been enabled and set up to allow for the user to change filters. The filtering axis is Country of Origin and the filtering element is NZ. When the project loads the global filter option is set to NZ and the user can interact with and change the filters to other countries.

 

Keys-Enable Change True.png

 

H3_EnableChange.gif

 

Enable change - False

In the following example, global filters are enabled but the user is not allowed to change filters. The filtering axis is Country of Origin and the filtering element is NZ. When the project loads the global filter option is set to NZ and the user cannot access the global filter menu to change the option. They can only see NZ and they cannot interact with the other filters.

 

Keys-Enable Change False.png

 

H3_CannotChange.gif

 

Where to from here?

Learn more about global filters.

Up

Related to

Related articles