Adding Global Dimension Filters

You can refine search usage analytics data by creating one or more dimension filters that apply on all usage analytics data shown in reports, exports, or in the Visit Browser (see Reviewing and Managing Dashboards, Reviewing and Managing Usage Analytics Explorers, Adding and Managing Data Exports, Reviewing User Visits With the Visit Browser, and Required Privileges). For that matter, it is recommended to only add global filters such as Language is en-us or Country is United States.

  • (For reports only) Global filters are applied on all report cards (see Exception), meaning that filters in cards can be affected whether they filter on the same dimension(s) as the global filters:

    • If a filter on the same dimension does not contain the global filter dimension value, depending on the dimension type:

      • For textual dimensions (Document Title, User Name, City, etc.), the filter value on the card is added to the global filter value using the OR operator.

        On your table card, you have a filter limiting the content origin to only Seattle and Paris (City is Seattle or Paris). On your dashboard, you add the following global filter: City is New-York. Your table card now shows content that comes from New-York, Seattle or Paris. The resulting filter is thus: [City is New-York OR (City is Seattle or Paris)].

      • For numerical dimensions (Number of Results, Click Rank, etc.), depending on the filter values, the No search statistics error message can appear in the card or not.

        On your table card, you have a filter limiting the content to only queries that return less than 10 results (Number of Results is less than 10). On your dashboard, you add the following global filter: Number of Results is greater than 10. Your table card now shows the No search statistics error message since there is no queries that can return both less and more than 10 results at the same time.

        If you instead added the following global filter: Number of Results is greater than 5. Your table card would have shown the queries that returned between 6 and 9 results.

    • If a global filter and a filter in a card do not filter on the same dimension, but affect each other (e.g., Country and City), the No search statistics error message can appear if no content matches the resulting filter.

      On your table card, you have a filter limiting the content origin to only Seattle (City is Seattle). On your dashboard, you add the following global filter: Country is Canada. Your table card now shows the No search statistics error message since there is no content that comes from both Canada and Seattle.

  • Global filters are only applied on visit metric cards if the dimensions used in the global filters are available for user visits (see Adding Visit Metric Cards in Usage Analytics Dashboards).

    When global filters filter on a Group or a Keyword dimension value, the global filters are not applied on visit metric cards.

  • As much as possible, you should group users when logging events (using customData) rather than when reporting (using filters) for the following two main reasons:

    • When logging search and click events, grouping users allows the Coveo Machine Learning (Coveo ML) service to learn from said groups.

    • At report time, having existing groups is a lot more efficient. Adding large numbers of filters to group users impacts significantly the report performance.

Add Global Dimension Filters

  1. If not already done, log in to the Coveo Cloud platform as a member of a group with the required privileges to manage dimensions in the target Coveo Cloud organization.

  2. (Optional - for reports only) When you want the filter(s) to be the default one(s) applied in your reports, access the report Edit mode:

    1. On the Reports page, double-click the desired report.

    2. In the top right corner of the screen, click Edit.

    If you are not Edit mode, your changes will be lost when you leave the report.

  3. Depending on your context, click the Add filter icon (Icon-FilterAdditionc).

  4. In the dialog to add global dimension filters:

    1. In the list of Named Filters (if any), optionally search and select one or more set of filters (see Adding and Managing Named Filters).

      Admin-FilterEx6c

    2. In the list of available Dimensions, select the dimension on which you want to set the filter:

      • Click the links (Search, Click, and Custom) to quickly browse dimensions by event type, and then select the one of your choice (see Usage Analytics Dimensions).

        OR

      • Click All, and then use the Search box to find and select the dimension of your choice.

    3. In the filter definition dialog:

      Admin-FilterEx6

      1. Select an operator (Is, Is not, Contains, Does not contain, Is equal to, Is not equal to, Is lower than, Is lower than or equal to, Is greater than, or Is greater than or equal to) to apply between the selected dimension and the value.

        The list of available operators depends on the selected dimension.

      2. After clicking in the third box:

        • When you select a suggested value, the value is case sensitive, except for the User Query and Keyword dimensions values, which are always case insensitive.

        • When you enter a value, the value is case insensitive.

        • To quickly edit values, click the value, make your changes, and then press Enter.

        • As designed, values are not suggested for numerical dimensions (e.g., Number of Results, Click Rank…).

        • Select between the most frequent dimension values suggested (if any).

          OR

        • Start writing and select value(s) using the suggest as you type feature.

          OR

        • Enter one or more values to filter on.

          To add values, click the plus icon or press Enter.

      3. (Optional) Select the Include blank values in filter and the Include n/a values in filter check boxes to respectively report on blank and n/a values.

        IncludeBlank

      4. Click Add Filter.

        The filter appears in the top bar.

        Admin-FilterEx1a

    4. (Optional) When you plan to use the filter on many reports or often in the Visit Browser, consider saving the filter as a named filter:

      1. Next to the filter label, click the action icon (Icon-FilterAction), and then click Save filter as.

      2. In the Save as a Named Filter dialog, in the first input, enter a meaningful Filter name, and then click Save.

        The named filter is now applied to the report or the user visits.

    5. (For reports only) If you are in Edit mode, do not forget to save your changes, by clicking Save in the top right corner of the report.

Required Privileges

The following table indicates the privileges required to view or edit elements of the Reports, Data Exports, and Visit Browser pages and associated panels (see Privilege Management and Privilege Reference). Access to reports or part of their content may be further restricted as a function of the member (see Managing Usage Analytics Report Access in Reports and Adding and Managing Permission Filters).

Action Service - Domain Required access level
View global dimension filters

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

Organization - Organization

View
Edit global dimension filters

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization

View

Analytics - Data exports

Analytics - Reports

Edit
Edit and administrate global dimension filters

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization

View

Analytics - Data exports

Analytics - Reports

Edit
Analytics - Administrate Allowed