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Creating filter sets for metrics

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If you have multiple metrics in Magento BI that need to be filtered in a similar way (e.g. filter out test orders), you can create saved Filter Sets and apply them to the metrics. This saves you time as you don’t have to add individual filters when creating or editing a metric.

Note that you need Admin permissions to create and edit Filter Sets.

  1. Click Manage Data > Filter Sets in the sidebar.

  2. Click Add Filter Set at the top of the page.

  3. Select the table that contains the metrics you want to filter. For example, if you want to filter your Total number of orders metric and it's built on the orders table, you'd select that table.
  4. Name the Filter Set.

  5. Add all relevant filters.

    For example, if we only wanted to include orders with a status of complete in our Total number of orders metric, we would apply a filter that excludes all orders that don't have status = complete.

  6. Verify your filter logic and that parentheses and operators are placed correctly: e.g. [A] AND [B]; ([A] OR [B]) AND [C]. An incorrect filter is often the cause of data discrepancies between Magento BI reports and your expected results.

  7. Save the Filter Set.

Once a filter set is saved, you can apply it to any metric that is using the same table. For example, if you created a Filter Set on the orders table, you can apply it to any metrics built on this table, such as Revenue.

Note that Filter Sets can also be applied to calculated columns in Magento BI. You may request to apply a filter set to a data dimension created in Magento BI via by contacting support.

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