In-Store - Data Filtering

Utilizing Dashboard and Widget Filters

Kelsey McCarthy avatar
Written by Kelsey McCarthy
Updated over a week ago

Dashboard Filtering

Dashboard filters are usually found at the top of the page and can be used to drill down to a subset of information across the entire dashboard. They can be used to filter by a variety of categories such as date, region, retailer, day of the week, etc. depending on what categorization is most valuable for your usage intent.

Date Filter

The Date Filter allows you to modify the time frame of results you are viewing. Filter your data by month, year, or period to best fit your analysis.

You can provide a start and end date, or choose whether you would like to see the current month/year. The default setting is “All Time” so you must be sure to click the "Clear Filter" button at the top of the dashboard after using the date filter in order to see all of your results again.

A Dropdown Filter can be added to filter your results by retailer, region, district, mission type, and other categories that may be applicable to your account. The filters can be used to select one or many options, and the dashboard will refresh following your selection.

Filters can be cleared from the dashboard to return you to your default view by selecting the "Clear Filters" button at the top of the dashboard. This will clear all filters previously applied.

Widget Filtering

Filters can also be applied at the widget level, allowing you to filter the dashboard based on the way a certain question was answered by users. This can be useful in instances such as wanting to see the whole data set for only those who said "yes" or "no" to a certain product being present, or filtering the information based on a certain shopper preference chosen. When a filter is applied on the widget level, a greyed-out “Clear Selection” button will be present at the top of the widget. Click that button to remove the filter from that specific widget, and all other filters will remain.


With bar chart widgets, you can “lasso” to filter on multiple answers at once. Simply left click and drag your cursor over the bars you wish to capture with the filter, let go of the mouse, and choose “Select” when the prompt appears. The dashboard then filters to responses that have selected any/either of your highlighted responses.

Line Charts/Trends Widget

With line chart widgets, you will see multiple metrics displayed. Hover over a specific metric on the chart’s legend to feature the line for you. Click on the metric to remove it entirely from view. Click it again to get the view back.

Heat Map Widget

With heat map widgets you can visualize how specific regions, districts, store groups, and more are performing relative to each other based on select metrics. The color gradient shows how the partner is performing compared to the others. Hover over each box to see the percent and count of stores for each metric.

Histogram Widget

The histogram helps visualize the distribution of a certain metric. For example, you can see the distribution of average price for a specific product. You could also see the distribution of stores based on a compliance metric like display compliance, pricing compliance, or more.

Drill Into Widget

The "Drill Into" feature allows you to drill into a specific region, district, etc. by right-clicking on a bar or pie slice and selecting “Drill Into.” Then, click your hierarchical selection. The widget will now break into different regions or districts to show you how they compare to each other.

Clearing Filters

Any filters applied on the dashboard will remain in effect until cleared from the dashboard. This also remains true even if you log out and come back in a week. The best practice when using filters is to remove them after use following either the dashboard clearing method (below) or widget clearing method (above).

Use Case

I am a customer working on a report regarding shopper sentiment from the 55+ age group regarding the usability of my company's product demos. I requested a demographic filter on my dashboard as seen below, and can now select the "55 and over" bar in the bar chart in order to filter the entire dashboard to specifically show me answers from this group. I can now easily compare information on the dashboard by selecting different combinations of filters pertaining to my interests!

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