How Saving Linked Filters Can Save You Time
At a recent Data Driven Workshop, one of our customers raised her hand and asked, “Is it possible to ‘favorite’ a filter when building gauges?”. There is actually a way to do this, but we refer to it as saving linked filters, and it could save you a boatload of time if you’ve got a lot of gauges to build.
It’s really simple to do and we’ll walk you through it.
How to set up linked filters
Linked filters allow you to edit and apply the same filter across multiple gauges. If you’ve ever spent a day or even a couple of hours building gauges, then you can imagine how valuable this feature is.
There are just a few quick steps involved in setting this up:
1. Build your gauge
From your BrightGauge overview page, click on the green plus sign in the top nav and select ‘Gauge’ from the dropdown menu. Choose the datasource and dataset you’d like to build the gauge from and start populating your fields.
By the way, if you’ve got an existing gauge you want to add a filter to, just click on ‘GAUGES’ in the top nav of your BrightGauge overview page to access all the gauges in your account.
2. Add a filter
The beauty of BrightGauge is that you can add filters to your gauges so that you get the exact, specific data you’re looking for. You can filter by text, date, number, and boolean fields.
So, for example, if you’re interested in positive CSAT reactions for a particular technician (say, Hector), build that gauge and then create a filter for the individual you have in mind.
3. Create a linked filter
Maybe you want to monitor Hector’s performance across the board, but you might have 50 different gauges that you could filter for Hector. That would take a heck of a long time to work through.
Instead, link it!
In the filter pill in your gauge, you’ll notice a little plus sign. Click on that guy.
A window will pop up that will prompt you to name your filter (i.e., Hector) and select which gauges or gauge layers within that dataset you want to apply that filter to.
As soon as you hit ‘Create Filter’, that linked filter will be added to all the gauges you chose! The pill will change from green to blue so you can easily identify which of your filters are linked, no matter which gauge you’re in.
Once the linked filter is created, you’ll be able to add it to any new gauge or gauge layer within that datasest. If you ever edit that filter, it will edit across all gauges it is applied to.
Pretty cool, right?
Linked filters rules to remember
Like most things that are fun and useful in life, linked filters come with a set of rules. Don’t worry, it’s nothing too crazy, we just want you to make the most of this feature.
1. First things first: when you create a gauge with a filter that you want to turn into a linked filter, save the gauge!
2. Are you creating a new gauge and you’ve come to the realization that the value of your linked filter should change across all gauges? Make sure you save the new gauge first, otherwise your value change won’t be applied to other gauges using that linked filter.
3. Did you accidentally delete your linked filter from a gauge? No worries! Click the green plus sign in the Filters field of your gauge value to re-add it.
4. You can delete a linked filter from the edit modal. This would remove the filter from all the gauges it is on.
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