Use dashboard filters

  • Updated

Filters in Optimizely Content Recommendation dashboards let you create granular views of data. You can configure and save filters for the dashboards inside Content, Insight, and Engage sections. Adjusting the filter alters the summary, line chart, and table data within each section to refine and focus on specific data sets. This helps you analyze your data more effectively and make informed decisions on content management activities, such as content auditing and content marketing strategy.

Configure a date filter

You can view the dashboard data for a specific time range by selecting the preset time periods or creating a custom period. To set a date range, complete the following:

  1. Select from the preset time ranges or click Custom Period from the Show Content Imported Between... drop-down list to create a custom time range.   

  2. Click Apply.

Create a filter

Dashboard filters include a field, conditions, and targets. You can use the AND or OR operators to create more complex and targeted filters. To get the best results, organize compound filters from the widest to the narrowest focus. Consider the following scenario:

  • You have multiple sites and only want to analyze the data for one.
  • You want to see how a few specific content items on the selected site are performing with your site visitors.
  • You want to exclude specific topics from the content items list. 

To set this filter, complete the following steps in the Insight Dashboard:

  1. Select Content > Source from the Select a Field... drop-down list.
  2. Select the condition is at least one of.
  3. Enter the name of your site in the target field, for example, www.optimizely.com.
  4. Click AND (+).
  5. Select Content > Content from the Select a Field... drop-down list.
  6. Select the condition is at least one of and add your content in the target field, for example, Come Back Soon! How to Encourage Repeat Engagement and (Re)Born Digital.
  7. Click AND (+).
  8. Select Topics from the Select a Field... drop-down list.
  9. Select the condition does not include any of and add your topics in the target field, for example, .NET Core and .NET Framework. 

  10. Click Apply. The data for this filter displays.

Save and share filters

You cannot share saved filters across other sections. For example, if you created a filter in the Insight section, you cannot use it in the Engage section.

You can save a filter view for future use and share it with other members of your organization. To save and share a view:

  1. Complete the actions in Create a filter and click Save As.

  2. Enter a Name for the filter view. 
  3. Select the checkbox to share the view with other members or your organization. 

  4. Click Save. You can view the saved filter in the Save As drop-down list.

  5. Expand the Save As drop-down list and click Filter Options to update the filter name. 

  6. Click Save Changes to save your changes or Delete Filter to delete the filter.

View saved and shared filters

When you save a filter, Content Recommendations moves it to My Saved Filters, which you can view by clicking the All Interactions drop-down list (the name of the drop-down list changes based on the section you are in). 

When you share the filter with other members, Content Recommendations moves it from My Saved Filters to Shared Filters in the drop-down list.