Exploring your data and getting at the details is quick and easy with Grow’s filtering and drill capabilities. With this feature, viewing weekly sales for a specific sales rep, showing customer survey responses for customers with low NPS scores, or viewing a breakdown of your marketing spend is a piece of cake.
Enabling Filter and Drill on a Metric
To enable Filter and Drill for a specific metric, click “Edit Metric” and expand the “Filterable Columns” section. Choose the columns that you would like to make available for a person to filter in the metric’s Expanded View.
NOTE: The columns that you select in the “Filterable Columns” section will be the only available columns in the Drill Table.
Using Filter and Drill in Expanded View
To use filtering in Expanded View, expand the metric from your dashboard, then click the column you’d like to apply filters on. You can then select the operator you’d like to use and enter the values to filter. If that column is a date column, you can check the "Treat as Date" checkbox before choosing the operator and filter value.
For date columns: The “Exactly," "Before," or "After” operators allow you to define custom dates you’d like to filter.
For non-date columns: The operators “Equals” or “Does Not Equal” allow you to select multiple values from a list. Any other operator will require you to manually enter a value.
To drill into the data, click a data point on the metric when it is in Expanded View. This will show you more detail about the data point you selected. The drilled data view will account for any filters that you applied in Expanded View.
Frequently Asked Questions
Q: Is Filter and Drill enabled for all of my metrics automatically?
A: By default, only columns being used in the chart data are available as filters. Users can select additional columns that are available as filters in Edit Metric
Q: I have metrics referencing multiple reports for chart data. Will those work with filtering?
A: To filter based on two separate reports, you'll need to join the data or use the master report. Filtering will then be applied to the master report.
Q: How does a metric with pivoted data work with Filtering?
A: Metrics using Pivot are filterable only on the post-pivoted columns, but a person can still drill into the raw data on a pivoted metric
Q: Can other people see the filters that I apply in Expanded View?
A: Filters applied on a metric in Expanded View are not visible to anyone else and are removed when Expanded View is closed
Q: Can a user apply filters on data that is filtered out in Edit Metric?
A: Filters applied in Expanded View only filter data that have not already been filtered in Edit Metric
Q: I have SQL transforms on my metric. Is my filterable data pre- or post-SQL transforms?
A: The raw data that is available for filtering is post-SQL transforms.
Q: Will my Key Value update as filters are applied?
A: The Key Value will update when filters are applied if (a) the Key Value is referencing a cell on the same report that is being used for chart data or (b) the Key Value is referencing a cell in Spreadsheet Functions, and that cell is referencing only data from the same report being used for chart data.