Using Global Filters in Triple Whale
Global Filters let you tailor how data is displayed across Triple Whale dashboards. Use them to exclude irrelevant data, focus on specific segments, and gain clearer, more accurate insights.
What Are Global Filters?
Global Filters apply conditions across dashboards to control how your data is displayed. See the common use case section below for examples on how Global Filters are used.
Platforms That Support Global Filters
Global Filters are supported across all connected integrations, enabling consistent filtering across platforms such as Facebook, Google, TikTok, Amazon, Klaviyo, and more.
How to Configure Global Filters
Add a Global Filter
Navigate to Settings > Global Filters
Click the Filter icon for the platform where you want to apply the filter, then click Add Global Filter
3. Configure the Filter
Title and Description: Give your filter a clear name.
Filter Condition and Value: Choose the dimension (e.g. Campaign Name), operator (Equals, Does Not Equal, Contains, Does Not Contain), and value to filter by.
Note: Multiple conditions within a single filter use AND logic. To apply OR logic, create separate filters for each condition.
4. Save and Apply
Click Save and Apply to activate the filter.
Identifying Active Global Filters
When a Global Filter is active:
An indicator (e.g., a pulsing i icon) appears on the dashboard section.
Hovering over the indicator displays the confirmation message.
Dashboards Affected by Global Filters
Global Filters apply to:
Standard Dashboards: Including the Summary Dashboard.
Custom Dashboards: Any dashboards you've created or customized.
Important: Global Filters do not affect data retrieved through Moby, Triple Whale's AI-powered data analyst. Moby operates independently and requires separate filtering within its interface.
Common Use Cases
Order Exclusions: Exclude specific order types like canceled, fraudulent, or $0 value orders to ensure accurate revenue reporting.
Geographic Segmentation: If operating multiple Shopify stores across different regions but using a single ad account, apply filters to analyze performance by region.
Campaign Analysis: Use naming conventions to filter and analyze specific campaigns or ad sets across platforms.
Product-Specific Insights: Focus on particular products or categories by filtering orders or campaigns related to them.
Note: These common use cases are examples of how you could possibly utilize Global Filters. They require proper naming conventions and/or tagging in the relevant platforms to function effectively.
Use Global Filters to align data views with your business goals, enabling better decisions and performance.