Add Dimension and Metric Filters in Usage Analytics Cards

You can refine search usage analytics data shown in each usage analytics cards (table, time series, etc.) by creating one or more dimension and metric filters (see Review and Manage Dashboards and Review and Manage Explorers).

Add Dimension and Metric Filters in Usage Analytics Cards

  1. (Optional - 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.

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

  2. Depending on your context, click Add-Filter (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 dimension or one metric on which you want to set the filter:

      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 1
      Metric time series  
      Dimension time series    
      Trend   Only on the metric used to establish the trend
      Metric    
      Pie chart  
      Bar chart  
      Visit metric    
      Calculated metric      
      Map  
      Packed bubble chart    

      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).

      The User Query dimension and the Search Event Count metrics.

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

        OR

      • Click All, and then use the Filter box to find and select the dimension(s) and metric(s) 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.

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

      2. After clicking in the third box:

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

        • Advanced Query Expression: 5

        • Keyword: 250

        • All other dimensions: 75

        • 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 press Enter.

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

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

          OR

        • Start writing and select values using the suggest as you type feature.

          OR

        • Enter one or more values to filter on.

        To add values, click the plus sign Icon-BluePlus or press Enter.

      3. When you want to filter blank and n/a values, select Include blank values in filter and Include n/a values in filter check boxes.

      4. Click Add Filter.

        You can remove unnecessary filters by clicking delete Dark-Grey-Delete next to the ones you want to remove.

      5. (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 Filter-Action, 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).

      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. Why? Because the global filter Country is United States is applied on the dashboard in which the pie chart is contained. So the resulting filter on your pie chart is Country is Canada OR United States.

    • You can remove all the filters applied on the card, at the right-end of the filter bar, by clicking Filter-Action, 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.

Required Privileges

The following table indicates the required privileges to view and edit reports from the Reports page and associated panels (see Manage Privileges and Privilege Reference).

Access to reports or part of their content may be further restricted as a function of the member (see Manage Access to Usage Analytics Reports and Manage Permission Filters).

Action Service - Domain Required access level
View reports

Analytics - Analytics data

Analytics - Dimensions

Analytics - Reports

View
Edit reports

Analytics - Analytics data

Analytics - Dimensions

View
Analytics - Reports Edit
Analytics - Administrate Allowed
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