Filters allow you to narrow down exactly what your chart displays. While a dashboard can have "Global Filters" that change the whole page, Chart Filters are permanent settings that stay with that specific chart every time you view it.
Where to Find Filters
When you are in the Chart Editor, click the Filters tab at the top. You will see any existing filters (like the Product you selected earlier) on the right side.
Understanding Filter Groups (The "Containers")
Filters are organized into Filter Groups. You can think of these as containers for your logic. You can add multiple groups to a chart, and each group is evaluated independently.
The AND Rule: Filter groups are always combined with 'AND' logic. This means ALL filter groups must be true for data to be included in the chart's data set.
Example: Making Two Selections
In this example, we have two filter groups. We are telling the chart exactly what we want to see:
Selection 1 (Product): We only want to see results from the IntouchCheck product.
Selection 2 (Date): We only want to see results from Today.
The Result: Because these groups are joined by AND, the chart will only display data where both of your selections are met. It shows you results from IntouchCheck that occurred Today.
Understanding Filter Conditions (The "Rules")
Inside each group, you add your specific Conditions. You can decide how the rules inside a single box behave by using the And/Or toggle at the top of that group:
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Using OR: The chart shows results if they match ANY of the rules in that box.
Example: "Morning Opening Check" OR "Evening Closing Check." (The chart shows both).
Using AND: The chart only shows results that match ALL the rules in that box.
Using OR: Broaden your results
The chart shows results if they match ANY of the rules in that box.
Example: You select "Morning Opening Check" OR "Evening Closing Check."
The Result: The chart shows the results of both programs. It pulls in data from both sources to create your chart.
Using AND: Narrow your results
The chart only shows results that match ALL the rules in that box.
Example: You select "Morning Opening Check" AND "Created Date Is Today."
The Result: Because these rules are joined by AND, the chart will only display data where both of your selections are met. It shows you results from that specific program that occurred Today.
Adding Complexity: Layering Your Logic
A chart's filter conditions can become more advanced by using multiple filter groups together. This allows you to create very specific views by layering different requirements.
Scenario: Combining Dates, Programs, and Hierarchy Tags
In this example, we have two filter groups working together to narrow down our data:
Group 1 (Narrowing with AND): We want to see results from the IntouchCheck product AND only from the Past 12 Months.
Group 2 (Broadening with OR): We want to see results from the "Daily Cafe Check" program OR any Location that has the Hierarchy Tag "Drive-Thru.
The Final Result: Because there is a fixed AND between these two groups, your chart will only display data if it meets all of these requirements:
It is from the IntouchCheck product.
It was created within the Past 12 Months.
It either belongs to the Daily Cafe Check program OR comes from a location with the Drive-Thru hierarchy tag.
Why do it this way? This setup ensures that your date rule (Past 12 Months) and your product rule (IntouchCheck) apply to everything. It allows you to see all your drive-thru related data in one place without accidentally pulling in IntouchSurvey results or data from two years ago.
Chart Filters vs. Global Filters
A filter set inside the chart editor is a "Hard Filter."
The Conflict: If you set a chart filter to show only Today, it will ignore the Global Filter at the top of the dashboard.
Best Practice: If you use a hard filter, mention it in the Chart Title (e.g., "Opening Checks - Today Only") so viewers understand why the data doesn't change when they move the Global Filters.
Next Steps
Now that your data is filtered, here is the final step to complete your chart:
Chart Settings & Customization: Fine-tune the look and feel of your chart with custom colors, labels, and display options.
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