Add dimension and metric filters in cards

This is for:

Business Analyst System Administrator

You can refine search usage analytics data shown in each usage analytics cards (table, time series, etc.) by creating dimension and metric filters (see Review and manage dashboards and Review and manage explorers).

Add dimension and metric filters in usage analytics cards

You can add one or more dimension and metric filters to cards in dashboards or explorers.

  1. On the Reports (platform-ca | platform-eu | platform-au) page, open a dashboard or explorer, then do one of the following:

    1. Access Edit mode by clicking Edit on the upper-right corner, then select the card to which you want to add filters.

    2. (For explorers only) When you want the filter(s) to be the default one(s) applied in your usage analytics cards, access Edit mode by clicking Edit in the upper-right corner.

      Important

      If you’re not in Edit mode, your changes will be lost when you leave the explorer.

  2. Depending on your context, click filter-add-2 (see Review and manage explorers and Review and manage dashboards).

  3. In the dialog that appears:

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

    2. In the Dimensions and Metrics lists, select at least one xref:dimension-and-metric-filters-table,dimension or one metric on which you want to set the filter (for example, the User Query dimension and the Search Event Count metrics). Do one of the following:

      • Click the links (Search, Click, and Custom) to quickly browse dimensions and metrics by event category, and then select one or more (see Dimensions and Metrics).

        Note

        Custom data can only be leveraged when using the UA Protocol. If your Coveo implementation uses the Event Protocol, custom dimensions and metrics shouldn’t be added to a report since they won’t function as expected.

      • Click All, and then use the Filter box to find and select one or more dimensions and metrics of your choice.

    3. In the filter definition dialog box:

      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 or metric and the value.

        Note

        The list of available operators depends on the selected dimension or metric.

    4. After clicking in the third box, do one of the following:

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

      • Type and select values.

      • Click add, or select Enter to add one or more values to filter on.

    5. When you want to filter blank and n/a values, select the Include blank values in filter and Include n/a values in filter checkboxes.

      Important

      Maximum number of values per filter, depending on the dimension:

      • Advanced Query Expression: 5

      • Keyword: 250

      • All other dimensions: 75
      Notes

      • When you select a suggested value, the value is case sensitive, except for 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 select Enter.

      • As designed, values aren’t suggested for numerical dimensions (for example, Number of Results, Click Rank, etc.).

    6. Click Add Filter.

      Note

      You can remove unnecessary filters by clicking dots next to the ones you want to remove, and then selecting Remove.

    7. (Optional - for dimension filters only) You can add a named filter with the current filter(s):

      1. At the right-end of the bar, click dots, and then select Save filter as or Save filters 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 card.

  4. Click Add Card or Save.

    If the card doesn’t show expected values, ensure no global dimension filters are in conflict with the dimension filter(s) you just added (see Add global dimension filters).

    Example

    On a pie chart displaying search event count per city, you add the filter Country is Canada. However, when looking at your pie chart, you see cities from Canada and United States. This is because the global filter Country is United States is applied on the dashboard in which the pie chart is contained. Therefore, the resulting filter on your pie chart is Country is Canada OR United States.

    Note

    You can remove all the filters applied on the card, at the right-end of the filter bar, by clicking dots, and then selecting Remove filter or Remove all filters.

  5. If you’re in Edit mode, don’t forget to save your changes by clicking Save in the upper-right corner.

Dimension and metric filters table

Depending on the usage analytics card type, you can create only dimension filters, metric filters, or both dimension and metric filters.

Usage analytics card type Explorer Dashboard Metric filters Dimension filters

Table

check

check

check

check[1]

Metric time series

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check

check

Dimension time series

check

check

Trend

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Only on the metric used to establish the trend

check

Metric

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check

Pie chart

check

check

check

Bar chart

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check

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Visit metric

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check

Calculated metric

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Map

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check

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Packed bubble chart

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check

Required privileges

The following table indicates the required privileges to view and edit dashboards from the Reports (platform-ca | platform-eu | platform-au) page and associated panels (see Manage privileges and Privilege reference).

Note

Access to dashboards or part of their content may be further restricted as a function of the member (see Manage access to reports and Manage permission filters).
Action Service - Domain Required access level

View dashboards

Analytics - Analytics data
Analytics - Dimensions
Analytics - Reports
Organization - Organization

View

Edit dashboards

Analytics - Analytics data
Analytics - Dimensions
Organization - Organization

View

Analytics - Reports

Edit

Analytics - Administrate

Allowed
1. In explorers, only metric filters can be created in the table. To apply dimension filters to the table, you need to add global dimension filters (see Review and manage explorers).