‎Apply Section Level Filtering in Reporting Dashboard

Apply Section Level Filtering in Reporting Dashboard

Updated

23 hours ago

Leverage Section-Level Filtering to navigate through detailed business reports and analytics.

To allow in-depth analysis of business data within the same report, in reports with multiple sections, in addition to the common top dashboard-level filters, you can apply custom filtering at the section level. Section-level filtering can be used with or without the dashboard-level filters. When both filters (dashboard-level and section-level) are set, the combination of filters is being used.

Note:

Section level filtering capability is not applicable to standard dashboards. But, it will apply to cloned and exported dashboards.

Section-level filters do not completely override dashboard-level filters. Instead, they are used to override similar filters applied at the dashboard level. For example, if a topic filter is applied at the dashboard level and a theme filter is applied at the section level, both filters will be considered. However, if a topic filter is applied at both the dashboard and section levels, the section-level topic filter will take precedence, and the dashboard-level topic filter will be ignored.

In case Section Level filters in your Reporting Dashboards are not available please work with you success manager to get this enabled SECTION_LEVEL_FILTERING_ENABLED. Alternatively, you can submit a request at tickets@sprinklr.com.

To apply a Section-level filter in a reporting dashboard

Click the New Tab icon . Under the Sprinklr Social tab, click Reporting within Analytics.
Select the dashboard on which you'd like to apply section-level filtering in the dashboard from the dropdown in the top left corner.
Toggle on the Section filters option present on the right side of the dashboard.

4. Apply the desired filters and select the duration.

Add Section Filters — Field Descriptions

Term	Description
Select Duration	Select the desired duration for the section filter using the Date Range pop-up window.
Dimension	Select the desired Dimension for the section filter from the drop-down menu.
Select Type	Select the filter type for the section filter from the drop-down menu.
Select Values	Select the desired value based upon the dimensions for the section filter from the drop-down menu.
Add New Filter	If you wish to add more filters at section, click add a new filter.

Note:

You are required to add dimension along with the date range. In case, if you don't add dimension along with the date range, then your reporting data will get filtered based on date range only.
Additionally, for common filters (for eg. Dimension = Social Network) are applied at a Section & Dashboard, the Section Filter would override Dashboard Filters for that section. Behaviour is the same for Date range as well.

Scenarios for the final filter in Ads Reporting Dashboard

If filters are applied at all the three levels — Dashboard, Section and Widget. Then the final filter will look something like this:

Filter Applied at Dashboard Level	Filter Applied at Section Level	Filter Applied at Widget Level	Ignore All Dashboard Filters	Final filter
Yes	No	No	No	Dashboard level filters
Yes	No	No	Yes	No filters
Yes	No	Yes	No	Widget level filters
Yes	No	Yes	Yes	Widget level filters
No	No	Yes	-	Widget level filters
Yes	Yes	No	No	Section level filters
Yes	Yes	No	Yes	No filters
Yes	Yes	Yes	No	Section level filters and Widget level filters
Yes	Yes	Yes	Yes	Widget level filters
No	Yes	Yes	No	Widget level filters
No	Yes	Yes	Yes	Widget level filters

Note:

If filters are applied at all the three levels — Dashboard, Section and Widget. Then the widget-level filter takes precedence. This can be done by selecting Ignore all Dashboard Filters in the reporting dashboard widget section.
The above-mentioned final filter results are only applicable for reporting dashboards.