How do I filter the data of an analysis?

Community Visier Analytics for Jira
1

Filters

Apply filters to view data for a specific analysis population.

Overview

Filtering is essential to conducting ad hoc analysis and allows you to view a smaller part of your data set. When applying a filter, you’re choosing one or more values of an attribute to include or exclude from your view. For example, if you want to analyze data for employees located in North America, you would only select the North America value from the Location Hierarchy attribute to include in your view. You’ll notice that we’ve grouped attributes by category so they’re easier to find when filtering. For example, the Location Hierarchy attribute is found under the Organization category

The picker views

The Metric, Filter, and Group By pickers have two different views.

When selecting these pickers, you’ll be initially presented with a menu that contains a search box and list of suggested metrics or attributes, as shown in the following screenshot.

The suggestions are based on the metric or attribute that is currently selected.

You can see a list of recently used items by selecting the search box, as shown in the following screenshot. Only previously selected user created key groups and group by attributes will appear in the list of recently used filters.

If you want to see the entire list of metrics or attributes that are available to you, click See all at the bottom of the picker. This will open the pickers in full screen, as shown in the following screenshot.

Add a filter

  1. On the Analysis Context toolbar, click Add a Filter.
  2. Click See all filters to open the Filter picker in full screen.

Tip:

  • You can also search for the attribute and attribute values you want to filter by without opening the Filter picker in full screen.
  • The suggestions are a list of the most relevant filters for the selected subject.
  • Click the search box to see a list of your recently used filters. Only previously selected user created key groups and group by attributes will appear in the list of recently used filters.

  1. In the Filter picker, define the filter criteria by doing the following.

  2. In the Categories pane, select a category to see the attributes in the Selection pane, which is located on the right side of the picker. For example, Organization.

  3. In the Selection pane, select the attribute you want to filter on. For example, Location Hierarchy.

  4. Select the attribute values you want to include or exclude. For example, North America

Note: Using the Filter picker in full screen

  • Attribute values can be arranged into levels, so you may have to drill through multiple levels to find the value you want to include or exclude.
  • Switch between the include and exclude option by clicking the Include/Exclude arrow.

  1. When finished, click Apply.
    Result: The data in the chart updates.

Note:

  • Applied filters will appear as tokens on the right side of the Time picker.
  • To edit the filter, click the filter token.
    • Depending on the filter, a tooltip displaying the drill path may appear when you click the token. To open the Filter picker and change the selected attribute values, click See all.
    • To remove the filter, click the Remove button on the token.
  1. To add more filters, repeat steps 1 to 4.