Using Filters and Drills

Growprovides you with the feature of filtering and drilling your data, allowing you to analyze your data in various perspectives.

In this article, we will cover:

Enabling Filter and Drill on a Metric

You can enable filter when creating the metric or later, using the Edit option in your metric. The steps for both are mostly similar.
Here's how you can enable the filter:

  1. On your Dashboard, click on the icon of the metric you want to enable filter for.
  2. Select Edit.
  3. Navigate to Filter > +Add a filter.
  4. Choose the columns that you would like to make available to filter in the Expanded View of the metric.
  5. Select the Operator and the Value from their respective drop-down lists.
  6. Click Done > Save.

For enabling filter when creating a metric, simply follow the last three steps.

Filtering is only enabled for a single report. If you have multiple reports that you want to filter on, join them into a master report. Filtering is then available on the master report.

The columns that you select in the Filter section are the only available columns in the Drill Table. So if you want to see more columns when drilling, select more columns under this header.

Using Filter and Drill

Here's how you can use filtering on a metric:

  1. Expand the metric from your dashboard by clicking the icon.
  2. Click the column you would like to apply filters on.
  3. Select the operator you would like to use and enter the values to filter.
  • Date Columns: The Exactly, Before, or After operators allow you to define custom dates you would like to filter.
  • Non-date Columns: The operators Equals or Does Not Equal allow you to select multiple values from a list. However, you need to enable the Use Existing Columns to be able to view the list. If the option remains disabled, you have to enter the value manually.
    Any other operator requires you to manually enter a value.

When creating a metric where you want to use filter, use a table chart. You must also group by single item only.

To drill into a data, you simply need to select a data point on the metric in Expanded View.
This shows you more detail about the data point you selected. The drilled data view accounts for any filters that you applied in Expanded View.

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Gaining Insights on the Features

Filter

Grow is able to filter whatever data you provide.

You can filter and drill back to the data you call in from the API, with two exceptions:

  • If you have used a calculated column
  • If you have used a pivot table.

When using a calculated column or pivot table, you can filter those columns that exist at or after you applied those two transforms.

For all other transforms, you are able to filter back to the last checkpoint which can be either the original data you pulled from the API or a pivot table or calculated column.

When you get into Edit Metric, if there is a certain field you want to be able to filter on, make sure that box is checked under the Filterable Columns heading.

The nice thing about filtering is that even if the metric on your dashboard does not show certain fields, you are able to use filter on them if they have been selected.

Drill

Although drilling into your data gives limited actionable insight, it allows you to ask questions about what is happening. Those questions then lead into greater insights to your company.

For example, let us say you are looking at the sales of your company and you notice it spiked one day. Drilling would let you look into it and figure out why they spiked. You can find the value of the sales closed that day, the sales rep that closed them, among other useful information.

With both filtering and drilling, if you want to be able to filter off a certain field, make sure it is part of the report that builds up your final metric. Drilling is based on the order of operations above and then whatever filters you apply in Expanded Mode. If you just expand the metric, do not apply any filters, then drill into a data point, you can see all of the data for that specific point.

Here is a quick insight into what filter and drill enables you to do:

  • It levels the playing field in your business.
    The numbers for some reps or sales or other metrics may look large, but filtering and drilling allow you insights into what is actually happening.
  • You do not have to pack a whole lot of data into one metric.
    Just make sure it is filterable, and even if it is not displayed on the metric, you are still be able to see what is happening.
  • You get to the core a lot faster.
    Before filter and drill, you may have had to build out many metrics in order to see things you needed to see. Now, with a couple clicks of the mouse, you can quickly answer the questions that you have.
  • It empowers even a very basic-level user to answer a lot of questions about the data.
    It is easy to see, to understand, and then to talk about the score with your company.
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