Saved views can definitely help with checking and monitoring important data for your business. Data analysis is a crucial aspect of any organization. However, with the vast amount of data available, it can be challenging to make sense of it all.
That's where Yurbi comes in. Yurbi is a business intelligence (BI) platform that allows users to connect to various data sources, visualize data, and create reports and dashboards.
Two essential features of Yurbi are filters and saved views. Filters help users simplify their data by narrowing down the scope of data displayed in dashboards and reports. Saved views, on the other hand, help users save filtered information for future use.
This definitive guide will walk you through how to make the most out of Yurbi's filters and saved views, provide examples of use cases for filters, offer some tips and tricks for Yurbi users, and discuss future developments for Yurbi's filters and saved views.
Why Global Filtering is the Best Option for Saved Views
In Yurbi version 11 and above, users can take advantage of global dashboard filters. Global filtering allows users to apply filters across multiple dashboards simultaneously. This feature is particularly helpful when working with data you want to filter consistently across different dashboards.
Global filtering is the best option for several reasons. First, it saves time. Rather than applying the same filter to each dashboard one by one, you can apply the same filter across all your dashboards in one go. This can save you a significant amount of time, especially when working with multiple dashboards.
Additionally, global filtering ensures consistency. With global filters, you can filter all your dashboards by the same date range or geographical location. This consistency guarantees that all your reports and dashboards show the same data at the same level of granularity.
Examples of Filter Use Cases
1. Sales Performance
Consider a sales manager who wants to track their team's performance against revenue targets. By filtering their sales data to show only relevant metrics, such as revenue generated within a specific date range or sales by product category, the sales manager can quickly identify trends and adjust their strategy accordingly.
2. Customer Analytics
For a marketing team, filtering customer data by demographic information, such as age, location, or gender, can provide valuable insights into customer behavior. This information can be leveraged to improve marketing campaigns and customer engagement efforts effectively.
3. Financial Analysis
Filters can also be used in financial analysis to track expenses or monitor the financial performance of a company. By filtering data by department or expense categories, analysts can accurately identify where expenses are coming from and identify potential cost savings.
Global vs Personal Saved Views
There are two different types of access permissions applied to saved views, those are Global and Personal saved views.
When the owner of the dashboard, the person who originally created the dashboard, saves a view, it becomes a Global Saved View.
That means that everyone with read access to the dashboard, has the ability to see and use those saved views. While they can load the view, change the settings within the filter, they are unable to overwrite or changed anything about the saved view itself. Only the dashboard owner can alter the Global Saved Views.
Personal Saved Views are views saved by individual users of the dashboard, and they become private and available only to that user.
This allows each user in Yurbi to personalize their dashboard data to meet their specific needs. And they can start from an existing Global Saved View and simply save the filter parameters they are interested in and save a new personal view, or they can start from a blank slate and create all new filters and then save it as a personal view.
Steps to Create a Save View
After loading the dashboard, follow these high-level steps to create a saved view. For step-by-step instructions, please visit our knowledge base.
- Create one or more dashboard filters.
- Configure the filters with any default values desired.
- Click the Save View button and provide a name to the personal saved view.
- Under the saved view dropdown, select the view to load the filter set or click the star to default and have the saved view pre-load on the initial running of the dashboard.
Power User Features of Dashboard Filters
Since the initial launch, Yurbi’s dashboard filters have added a lot of power user features to support all the various use cases customers have. Some include:
- Dynamic filtering options, where filters update automatically based on certain conditions. This is the smart filter option, learn more about that here.
- Display vs Lookup values, where you can show a friendly term in the filter selection but pass an ID or database specific value to filter the query results. This method is very useful when using Stored Procedures. Learn more about that here.
- Filter ordering, so that users have a consistent location for filters across common dashboards. Learn more about that here.
- Applying sort order to show users a list in ascending or descending order.
Tips and Tricks for Yurbi Users to Saved Views
To make the most of Yurbi's filters and saved views, try these tips and tricks:
- Use global saved views and filters to save time and ensure consistency across dashboards.
- Experiment with different filter criteria to identify data insights previously unseen.
- Use personal saved views to save time and keep dashboards organized.
- Set a default saved view so your dashboard loads with the information most important to you.
- As you are adding more filters, Overwrite the existing filter and reload the dashboard to have a fresh view of the dashboard, then continue to add and refine additional filters.
- User Global Saved Views to share important filters with all users of the dashboard and create a data-driven culture.
- Leverage Yurbi's integration capabilities to connect to a wide range of data sources and make your dashboards and reports even more robust.
Upcoming Developments for Yurbi's Filters and Saved Views
We are currently working on the next major release of Yurbi, version 12. The main focus, improving the user experience and putting all the important things right at your fingertips (or to put simply, making things even easier).
In version 12, there will be a major improvement in the filtering and saved views area. Because we’ve added a lot of the power user features mentioned above, that also means the average user experience has become way too complicated.
In version 12, we aim to get all that power back into a user interface that meets our overall goal with Yurbi, being user-friendly.
Stay tuned for more on version 12.
By taking advantage of Yurbi's filters and saved views features, you can gain valuable insights into your data and optimize your reporting and dashboards.
Global dashboard filters make it even easier to apply filters consistently across multiple dashboards, while customizable filters and more data source options are on the horizon for Yurbi.
Remember to experiment with different filter criteria, use saved views to keep your dashboards organized, and leverage Yurbi's integration capabilities to connect to a wide range of data sources.
Thank you for reading this definitive guide to Yurbi filters and saved views. We hope this guide has been helpful in simplifying your data and making the most out of your BI platform.