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Einstein and Analytics in Marketing Cloud Engagement
Apply Filters to a Pivot Table

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Apply Filters to a Pivot Table

Add filters to a pivot table to narrow down the data and focus on what’s relevant to your use case. For example, add a filter to focus on a specific email name instead of all the emails in the campaign. Or filter by a campaign name to focus on that campaign.

Required Editions

Available in: Intelligence Reports and Intelligence Reports Advanced
User Permissions Needed
To apply filters to pivot tables: Create & Edit

Let’s see how to set up a filter for the following scenario: you want to see data only for campaigns that contains the words ‘Welcome’ or ‘Birthday’, and whose bounce rate was greater than 60%.

  1. Go to Analytics Builder, select Intelligence Reports.
  2. On the Pivot Tables tab, select the table that you want to apply a filter to.
  3. In the Pivot Table Settings window, under Add Filters, click the + icon.
  4. You can also add a filter directly from the column header.
  5. Search for the dimension or measurement that you want to filter by, for example, Campaign.
  6. Use the operators to specify how you want to filter. For our example, select Contains and enter the value Welcome.
  7. To add another condition, click +Condition. For example, enter Birthday.
  8. To apply both conditions, use an AND statement. If you want to filter for campaigns that contain either word, use an OR statement.
    filter_example
  9. To add another filter, click +Add New Filter.
    For example, select Email Bounce Rate, set the operator to Greater Than, and enter 60%.
    filter_with_condition
  10. Save your work.
    Here you can see that the filter was set up correctly.
    fitler_results
Tip
Tip To add a filter to exclude test emails, search for the Test Email Indicator dimension, and set it to False.
 
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