Filter Management
Efficient filter monitoring requires keeping only necessary filters and removing unnecessary ones. This approach maintains a concise filter list, allowing Pulse users to locate and use relevant filters quickly.
Note: Easily manage large numbers of filters using the bulk_filters API. For more details, see Bulk Filters API at https://developer.conviva.com.
To see the filter management,
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Click on the Settings icon and select Filter Management.
The Filter Management screen categorically displays all filters, with options to reorder the filters by clicking any column heading.
For example:
Sort by Created On to see filters based on the day it was created.
The example below shows filters sorted by the filter creation date.
Image: Filter Management
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Select any filter on the left panel to sort the filter data.
In this example, the data is sorted based on the Country.
Image: Filter Management with Country
Creating Filters
To create a filter from the Filter Management screen,
Click New Filter button, to see the Create Filter page.
Image: Create Filter
For more information on filter creation, see Creating and Cloning Filters.
Editing Filters
Understand the potential impact of any changes before editing a filter.
Changing the name or category of a filter does not affect the data already collected. However, any other changes impact how future data is collected.
For example, removing the flag for Top Rising Content removes the ability to use those filters on that dashboard.
To edit a filter:
In the filter Management screen, click the Kebab icon next to the desired filter and select Edit from the drop-down.
Image: Filter Management
Edit the filter as required and click Save.
Image: Edit Filter
Edit Filter page automatically populates the values from the filter selected.
Searching for Filters
Search for a filter by Name, Creation Date, Created On, or Created Byfields.
Type a search term in the search box and press Enter. In this example, we search for the term "New Zealand":
Image: Search in Filter Management
Cloning Filters
Clone a filter, and save the filter in a different name.
In the filter Management screen, click the kebab icon next to the desired filter and select Clone from the drop-down.
Image: Filter Management
Clone Filter screen is displayed. Edit the details as required and click Save. Clone Filter page automatically populates with the values from the filter selected.
Image: Clone Filter
Deleting Filters
Delete filters individually or bulk from the filter management screen to streamline the filter list.
Note: A filter linked to a Conviva object, such as an alert or daily email, cannot be deleted. To remove this type of filter, delete the associated objects first.
Delete filter induvidualy or as a group of multiple filters
To delete a single filter, click the kebab icon next to the desired filter and select Delete from the drop-down.
Image: Delete Filter
Click Delete to confirm the deletion.
Image: Delete Filter
To delete multiple filters, select the checkbox next to the filter IDs of the desired filter and click the Delete button, to see the Delete Filters popup screen.
Use the search feature to limit the displayed filters by filter ID, such as "200" for filters with this number in the ID.
Image: Delete Filter
Click Delete to confirm the deletion.
Image: Delete Filter