Saved Filters
A Saved Filter is a common query of search criteria that is used on a regular basis. Different from the Markets, Saved Filters allow you to save ALL the filter criteria in the search (product categories, data dimensions and/or any standard filters). When you pull a Saved Filter, the search criteria within the filter is static but the audience count(s) could change depending on when you pull the filter.
By default, view just the saved filters created with the current username or choose to view the filters created by all users of the database.
Saved Filters created in Brand View are usable in both Consensus and Recency Views. Saved Filters created in Consensus and Recency View are interchangeable between the two views.
CREATE A SAVED FILTER:
1. From an Audience View (Consensus, Recency, Product or Cross Product), select any product categories, demographic data dimensions and/or any standard filters to be included in the query.
2. Click Add Filters.
3. To save the filter, check the box to the right of the query and click Save Filter.
By default, view just the saved filters created with the current username or choose to view the filters created by all users of the database.
Saved Filters created in Brand View are usable in both Consensus and Recency Views. Saved Filters created in Consensus and Recency View are interchangeable between the two views.
CREATE A SAVED FILTER:
1. From an Audience View (Consensus, Recency, Product or Cross Product), select any product categories, demographic data dimensions and/or any standard filters to be included in the query.
2. Click Add Filters.
3. To save the filter, check the box to the right of the query and click Save Filter.
4. A box will pop up giving you the option to create a New or Existing filter. Name the filter (if you are creating a new Saved Filter) and select the Filter Category (optional) to label the Saved Filter. Click Save.
- NOTE: You can only save over an existing filter created with whatever username you are using in the database. Select the Existing Saved Filter you would like to override with the new filter criteria and then select a Filter Category (optional).
- Check the box for "Locked for sharing" where upon saving a filter, the filter will only be visible to the person who created it and the Admin users.
5. Check the box Add to Sales View to display the filter count in the Sales View. Add an explanatory question to describe the Saved Filter criteria. Choose to organize the Sales View question by Question Category (required). For more information on Sales View, Click HERE.
Saved Filter Combinations
Within Consensus, Recency, Product and Cross Product View, you can save a combination of multiple queries into one saved filter to easily pull counts and study the count interactions, without having to pull each filter separately. Once the filter combination is saved, it is easily accessed in the Saved Filters.
1. Within an Audience View, select any product categories, data dimensions and/or any standard filters needed.
2. Click Add Filters.
3. Repeat to add additional queries and view the data interactions in the Venn Diagram.
4. To save multiple queries into one saved filter, check the boxes to the right of the desired queries.
NOTE: to edit any filter, click on the pencil edit icon to the right of the counts.
Within Consensus, Recency, Product and Cross Product View, you can save a combination of multiple queries into one saved filter to easily pull counts and study the count interactions, without having to pull each filter separately. Once the filter combination is saved, it is easily accessed in the Saved Filters.
1. Within an Audience View, select any product categories, data dimensions and/or any standard filters needed.
2. Click Add Filters.
3. Repeat to add additional queries and view the data interactions in the Venn Diagram.
4. To save multiple queries into one saved filter, check the boxes to the right of the desired queries.
NOTE: to edit any filter, click on the pencil edit icon to the right of the counts.
5. Click on Save Filter.
6. Follow the same steps as above by creating a New or Existing Saved Filter. Click Save.
6. Follow the same steps as above by creating a New or Existing Saved Filter. Click Save.
LOADING A SAVED FILTER:
To utilize any of the Saved Filters that have been created, click on Saved Filters under Filters. You will only see the Saved Filters that have been created within the corresponding Audience View that you are in (example: in Consensus View, you can see only Saved Filters stored in Consensus View. In Product View, you can see only Saved Filters stored in Product View).
The Saved Filters box will pop up allowing you to narrow down by Filter Category (if applicable) and the ability to show the filters created by all users. By default, you view only the filters created by the username you are currently logged in with that are not assigned to a Filter Category. If you have assigned a Filter Category to a Saved Filter, you must select that category to view the filter. However, you can easily access any other Saved Filter created in the database by another user by checking the box to show the filters created by all users. Also, search for any Saved Filter Name or Question Name in the upper right corner of the Filters box.
Select the filter and click Load Filter to render the results.
To utilize any of the Saved Filters that have been created, click on Saved Filters under Filters. You will only see the Saved Filters that have been created within the corresponding Audience View that you are in (example: in Consensus View, you can see only Saved Filters stored in Consensus View. In Product View, you can see only Saved Filters stored in Product View).
The Saved Filters box will pop up allowing you to narrow down by Filter Category (if applicable) and the ability to show the filters created by all users. By default, you view only the filters created by the username you are currently logged in with that are not assigned to a Filter Category. If you have assigned a Filter Category to a Saved Filter, you must select that category to view the filter. However, you can easily access any other Saved Filter created in the database by another user by checking the box to show the filters created by all users. Also, search for any Saved Filter Name or Question Name in the upper right corner of the Filters box.
Select the filter and click Load Filter to render the results.
- If needed, repeat the process to add additional Saved Filters to your search. To select multiple Saved Filters at once, hold the 'Shift' key while making your selections.
The Saved Filter name will appear in the query results after loading the filter.