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Einstein and Analytics in Marketing Cloud Engagement
Apply a Filter to Your Widget

Apply a Filter to Your Widget

The Filters tab allows you to go over all the filters applied to the widget through the page, for example, date filters or top results.

Required Editions

Available in: Intelligence Reports Advanced
User Permissions Needed
To create, edit, and apply filters Create & Edit

To modify a filter, click it.

  1. From the widget you want to apply a filter to, make sure that you’re in edit mode.
  2. Select the Filters tab.
  3. To add a filter, click the plus (+) icon. You can add Dimension Filters, Measurement Filters, or both:
    • Dimension Filters – Allow you to filter by the dimension values and apply the filter to the page. When filtering by a dimension, the two types of filters are:
    • List filtering – The selected dimensions can be included or excluded in the filter:
      • List of – Filter to include
      • Not List of – Filter to exclude
    Select the dimension values you want to filter by from the dropdown. You can apply only one List Filter per dimension. List Filters can be combined with multiple Conditional Filters.

    Conditional filtering – Filter using logical conditions applied to Dimension values.

    • Equals
    • Not Equal
    • Contains
    • Not contains

    Select the function you want to filter by, and add the condition. You can apply Multiple Conditional Filters to a Dimension.

  4. To edit a filter, click the pencil icon on the filter, and edit as needed.
 
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Salesforce Help | Article