Affinity Analytics - How to apply filters on your dashboards

Once you've read Affinity Analytics - Getting Started, here are the ways you can start filtering on the dashboards you've created.

Note: Affinity Analytics is only available to a specific set of users at the moment, and will be available to everyone in early 2021 at an additional cost.

You can jump to the section most relevant to you:

• How to set up filters on your dashboards
• How to conduct cross-filters on your dashboards

How to set up filters on your dashboards

Set up filters based on certain fields like Status, Owners, and more. These filters will always be available under the dashboard's title.

1. To set up a filter, click the ellipsis (3-dotted icon) in the dashboard, then click Edit dashboard.
   
   
   
2. Click Filters, then click Add Filter.
   
   
   
3. Select the field that you want this filter to be based off of. In this example, we'll choose Status.
   
   
   
4. Under the Settings tab, give a title for this filter - we simply recommend using the name of the field itself. We also recommend selecting Checkboxes for the Control and Popover for the Location, but feel free to also test out the other available options.
   
   
   
5. Under the Tiles to Update tab, select which visualization tiles should be affected when the filter is applied.
   1. You can either update all visualization tiles or select specific visualization tiles.
   2. Afterwards, click Add.
      
      
      
6. Now, Status will appear as a field you can filter by. Click Save and you're all set!
   

How to conduct cross-filters on your dashboards

Unlike the filters you must set up on the top of your dashboard, cross-filters enable you to quickly filter by specific data point(s) on a visualization tile and apply it to all other visualization tiles in the dashboard.

1. Click the ellipsis (3-dotted icon) in the dashboard, then click Edit dashboard.
   
   
   
2. Click Filters, then toggle on Cross-filtering.
   
   
   
3. Now, click on a specific data point on a visualization tile. In this example, we will choose "Search" as the data point to cross-filter by.
   
   
   
4. All other visualization tiles that support cross-filtering will now be filtered by the "Search" data point (see below).
   
   
   
5. To add more data points to cross-filter by, press Command + click (on Mac keyboards) or Control + click (on PC keyboards) on the additional data points.
   1. In this example, "Organic" will be the second data point to cross-filter by ("Search" is the first data point that's already being cross-filtered).
      
      
      
   2. Your other visualization tiles should now cross-filter by "Organic" as well (see below).