Apply Section Level Filtering in Reporting Dashboard

Updated 

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.
  • Section level filters will apply to cloned and exported dashboards.
  • 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

To apply a Section-level filter in a reporting dashboard

  1. Click the New Tab icon Space Add New Tab Icon. Under the Sprinklr Social tab, click Reporting within Analytics.

  2. Select the dashboard on which you'd like to apply section-level filtering in the dashboard from the dropdown in the top left corner.

  3. 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.