Add parameters inside visualizations
Design visualizations that offer immediate, self-service filtering capabilities directly within the visualization itself, making them dynamic and reusable across various dashboards or reports.
- Click + > Dashboard on the navigation panel.
- Click + Add Tile > New Visualization.
- Add parameters. You can use the pull-out drawer or create parameters within the Filters section.
- Run the exploration. The Parameters icon in the Visualization window lets you filter your results based on the configured parameter.
-
Click Add to Dashboard.
Add parameter tiles in a dashboard
Creating parameters within a dashboard lets you apply a single filter across multiple linked visualizations simultaneously, enhancing the overall interactivity and analytical power of your reports.
There are four different types of parameters that you can create in Analytics.
Column values
This parameter type dynamically pulls a list of available values directly from a specific event property or user attribute column within Optimizely. It ensures that your parameter options are always up-to-date and reflect the actual data being collected, making your dashboards flexible and data-driven. Configure the following fields:
- Parameter – Provide a display name for your parameter (e.g., "Device type filter"). This name will appear on your dashboard for users to interact with.
- Description – Provide a brief explanation of what the parameter does, helping users understand its function.
- Parameter Type – Select Column values from the dropdown to indicate that this parameter will draw its options from a data column.
- Column – Select the specific event property or user attribute column from which to draw the values (for example, device_type, country, experiment_id). Analytics automatically populates the parameter's options with all unique values found in this column.
- Select Type – Specify whether to allow single-selection or multiple-selection. This field displays after you select the column.
- Default Value – Choose the value to pre-select when the dashboard initially loads. This sets the default view for your audience.
- All Option Visibility – Check the Show all option option to determine if an "All" option should be available. If checked, users can select "All" to view data without any specific filter applied from this parameter.
For example, you can create a parameter based on the country attribute. This lets you select a specific country (for example, United States, Germany, Japan) to filter all visualizations on the dashboard to show data only for users from that selected country.
Custom values
Unlike column values, these parameters are manually defined lists of values that you specify. This provides complete control over the available options, which might not directly correspond to a single data column. It is ideal for scenarios where you need a fixed set of options, perhaps for internal categorization or specific reporting needs that do not directly map to an existing column. Configure the following fields:
- Parameter – Provide a display name for your parameter (for example, Marketing Channel).
- Description – Provide a brief explanation of what the parameter does.
- Parameter Type – Select Custom values to define your own list of options.
- Data Type – Specify the type of data for your custom values (for example, String, Number, Boolean). This ensures data consistency.
- Suggested values – Enter the list of values that will be available for selection in the parameter's dropdown (for example, Email, Social, Paid Search).
- Select Type – Specify whether to allow single-selection or multiple-selection. This field displays after you enter the suggested values.
- Default value – Choose the value to pre-select when the dashboard initially loads.
- All Option Visibility – Check the Show all option option to determine if an "All" option should be available, allowing users to view data across all custom values.
For example, you can define a custom list of "Product Tiers" such as "Basic," "Premium," and "Enterprise." This allows for consistent reporting across these predefined categories, even if your raw data tracks these with more granular event properties or does not have a single "Product Tier" column.
Time range
This parameter defines the specific period over which your data visualizations and explorations will aggregate and display information. It's crucial for consistent historical analysis and performance comparisons, enabling users to quickly switch between different time frames without manually adjusting each visualization. Configure the following fields:
- Parameter – Provide a display name for your parameter (for example, Reporting Period).
- Description – Provide a brief explanation of what the parameter does.
-
Parameter Type – Select Time Range to configure a parameter for date-based filtering.
Default Value: Choose the default time range you want to see when the dashboard loads (e.g., "Last 30 days", "Last 7 days", "This Quarter"). - All Option Visibility – Check the Show all option box to determine if an "All" option should be available. While less common for time ranges, it lets you view all available historical data.
For example, a time range parameter set to Last 30 days displays the total conversions, unique visitors, and average session duration for the past month across all dashboard tiles. Changing it to Last Quarter updates all visualizations to reflect data from the previous three months, facilitating easy period-over-period comparisons.
Time grain
This parameter determines the level of aggregation for time-series data, influencing how trends are visualized over the selected time range. It dictates whether your data points are grouped by hour, day, week, or month. Changing the time grain can reveal different patterns – a daily view might show short-term fluctuations, while a monthly view highlights broader trends. Configure the following fields:
- Parameter – Provide a display name for your parameter (for example, Data granularity).
- Description – Provide a brief explanation of what the parameter does.
- Parameter Type – Select Time Grain to configure a parameter for time aggregation.
- Default Value – Choose the default unit of aggregation (e.g., "Daily", "Weekly", "Monthly", "Hourly").
- All Option Visibility – Check the Show all option box to determine if an "All" option should be available. This is generally not applicable for time grain as a specific unit of aggregation is always required.
For example, if you are viewing a Last 7 Days time range, setting the time grain to Daily shows a data point for each day. If you change the time grain to Hourly, the same 7-day period displays 24 data points for each day, providing a much more detailed view of intra-day fluctuations. Conversely, for a Last 12 Months time range, a Monthly time grain displays 12 data points, while a Weekly grain displays approximately 52 data points, offering a more granular trend.
You can create time range and time grain parameters only as dashboard parameter tiles.
Time grain controls how Analytics groups your data over time. Choosing the right grain helps you highlight short-term volatility, long-term trends, or recurring patterns.
For example:
- Hourly surfaces intra‑day changes.
- Daily highlights day‑to‑day fluctuations.
- Weekly smooths out short-term noise.
- Monthly surfaces broader seasonal patterns.
To add a new parameter tile,
- Open an existing dashboard or create one.
-
Click + Add Tile > Parameter.
-
Name your parameter, choose the type, associate it to a column, and set the default value.
-
Use the Linked Visualizations section to create links. Use the individual toggles corresponding to each visualization to link and unlink these parameters or click Link All or Unlink All.
-
Click Add to Dashboard.
- (Optional) Link any existing parameter tiles to your visualization. Inside the visualization, go to the Parameters tab within the pull-out drawer to see the existing parameter listed as an Unlinked Global Parameter. Click the toggle to link it automatically. Click Apply.
- (Optional) Link parameters. Go to the Parameters section, click More next to a parameter, and click Linked to. This opens the link menu with all available parameters.
Please sign in to leave a comment.