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How do I filter my Dashboards?
How do I filter my Dashboards?

Learn about the different filtering possibilities available on Dashboards.

Amanda Robinson avatar
Written by Amanda Robinson
Updated over 11 months ago

Filtering your dashboard is a way of segmenting your data so you can look on a more granular level. Remember your default dashboard shows you all of the data in the entire organization - it has no filters applied to it at all. You may want to look at only one dataset, or even go more granular than that, only one sentiment, or one demographic/location in a dataset. There are multiple possibilities depending on the metadata available to you.

Sentiment Filters

Sentiment filters on dashboards allow you to choose which categories of textual data you’d like to explore: Praises, Problems, Suggestions, Questions and/or Neutral. More on Sentiment Filters here.

Using the Neutral sentiment allows you to calculate statistics on all statements regardless of whether or not they have a sentiment associated.

Time Filter

Use the Time filter to filter the entire dashboard for a specific time period.

To filter further, select the filter icon on the far right. This dashboard level filter allows you to filter your entire dashboard - all of the widgets on the dashboard at once! Use this to filter by Sources, Record fields, Tags and even search for a Topic or an Opinion - basically, all of the same filters you see on the Analysis page, with the exception of Advanced Filters. Advanced filters are only available on the Analysis page.

Source Filters

Source filters allow you to analyze sources, and fields containing customer feedback within these sources, individually, all together, or in whatever combination you choose. More on filtering by Sources here.

Record Filters

Record filters are specific to your dataset. They mirror the columns in the CSV file you uploaded, with each column acting as a custom filter. More on Record Filters here.

Tag Filters

If you have applied tags to your data you can filter for them using the dropdown.

Search Filters

Search filters allow you to dive into your data for a more granular analysis. You can search for specific Topics or Opinions by entering them in the Search Bar. More on Search Filters here.

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