Add filters to an analysis

You can add filters to an analysis in Insights. Use the following procedure to learn how.

Prerequisites

  • Your organization has a subscription to Calabrio Insights.
  • You have the Reader permission.

Page location

Insights > Analyses > Click an analysis

Procedures

Add a filter to an analysis

  1. Click Filter (the funnel icon, upper-left corner of the page). The Filters pane opens.
  2. Click + Add.
  3. Select the field that you want to filter. The field appears in the Filters list.
  4. Click the new filter in the pane to configure it. Or you can click the three dots to the right of the new filter and select Edit. The Edit filter pane opens.
  5. Select one of the following options from the Applied to drop-down list.
    • Only this visual – The filter applies to the selected item only.
    • Some visuals – The filter applies to visuals with valid column mappings.
    • All visuals of this dataset – The filter applies to all the items based on this dataset.
    • All applicable visuals – The filter applies to any visuals that have valid column mappings.
  6. Configure the rest of the filter options as needed. The options vary based on the data type for the field. For more information about the types of filters you can create and their configurations, see Filter types in Insights.
  7. Click Apply.

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