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How do I use Records Filters (personalized filters) on Dashboards?
How do I use Records Filters (personalized filters) on Dashboards?

Learn how to turn the structured data accompanying feedback into filters on Dashboards.

Amanda Robinson avatar
Written by Amanda Robinson
Updated over a week ago

Record Filters (filters that are specific to a dataset) are based on the data you upload. They mirror the columns in your CSV file. They are the structured data that accompanies the feedback. Record filters are a powerful component of text mining and can be used for segmentation.

If your dataset only contains a comment/feedback column, use the Search Filter instead. It offers the same functionality as the Record Filter, but with additional control and usability.

Accessing Record Filters

On the right, you will see the Filters dropdown.

Applying Record Filters

To apply a Record Filter, select + Add field filter. You will then need to choose the Source (dataset) you wish to filter from in the dropdown menu that appears. Only the Sources that were selected in the Analyzed Sources section of the panel will appear in this dropdown.

Each column in the original dataset acts as a Record Filter. Select the column you wish to filter by. The type of filter (text, numbers or dates) is dictated by the nature of the dataset before the upload.

Applying multiple Record Filters

You can apply multiple Record Filters at the same time. If you apply multiple filter parameters within the same Record Filter (column), OR Boolean logic is used, with the exception of number data types which uses AND logic. If multiple filter parameters are chosen amongst different Record Filters (columns), AND Boolean logic is used.

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