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,

  1. 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

    The left category menu lists different categories and enables sorting filters by category.

  2. 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:

  1. In the filter Management screen, click the Kebab icon next to the desired filter and select Edit from the drop-down.

    Image: Filter Management

  2. 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. 

  1. 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.

  1. In the filter Management screen, click the kebab icon next to the desired filter and select Clone from the drop-down.

    Image: Filter Management

  2. 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

 

Managing Filters Deleting Filters Managing Filters Managing Filters