Local vs. Global Filters.

When adding prefilters or cross filters to your views, you can add & remove them:

  1. locally to/from 1 view (the current one),
  2. locally to/from multiple (selected) views
  3. globally to/from all views in your dashboard

The 2nd ability in particular is the most powerful and flexible but you have the simplicity of the 1st and 3rd functions.

1: Add Filters to 1 View

If no views are selected (i.e. checked or ticked), then within your current view (text in orange) ...

  • Click +Filter in your table or +Prefilter above your chart, select the filters you want to add, then click Add to > Current View to add filters to only the current view (text in orange).

Note that filters are added in click order.

  • Click the X button next to each filter to remove it from only the current view.

2: Add Filters to Selected Views

To add filters to multiple views:

  • Select the views you want to add the same set of filters to in the 'Views' tab to the left.
  • Click +Filter in your table or +Prefilter above your chart.
  • Select the filters you want to add.
  • Click Add to > Selected Views (N) to add them to both the current view (with orange text) AND all selected views.

To remove:

  • Click the X button next to each filter and pick between:
    • Remove from only this view.
    • Remove from (N) selected views.  

There are 2 common use cases for this:

Use case 1: Add the same set of cross filters to duplicate views, e.g. duplicate Q37 and Q38 and cut all the "A" views by Household Income, all the "B" views by Generation, all the "C" views by Retailer, and all the "D" views by Wave.

See image above for that example!

This speeds up analysis significantly.

Use case 2: Have the 'All' cross filter in all views except tracker views (e.g. W1, W2, W3 but no 'All'). Sometimes you just don't want the "All" cross filter visible in the chart, especially for trackers. To do this, you'll first need to remove the global "All" cross filter, then add local "All" cross filters to all views except the tracker views.

3: Add Filters to All Views

Regardless of whether views are selected or not, if you click Add to > 🌏Global, global filters will always be added to and removed from all views. No need to select all the views in your dashboard!

Note that global filters can't be removed locally from specific views. But that's what the 2nd ability to "Add/Remove Local Filters to/from Selected Views" is for!

Global filters will have a globe icon next to them so you know they've been added to (and can be removed from) all views in your dashboard, not just the current view.

Global filters will always appear before local filters in order.  

Example: below we have 3 global cross filters for "All", "Male", and "Female" and 2 local cross filters for "Metro" and "Regional"

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