Dashboard Segment

The Dashboard Segment is a filter that is applied to all widgets on a dashboard.

Dashboard Segments can be extremely useful, as you can update the filters for an entire dashboard at once, without having to adjust every single widget filter. Specifically when dashboards are cloned, filters set per widget can lead to empty dashboards. Having an easily adjustable dashboard segment will prevent this from happening.

In general, it is recommended to start every dashboard by setting up the relevant filters (e.g. datasource, mediaplan etc.).

CREATE DASHBOARD SEGMENT

Dashboard Segments use the same logic as a dimension filters. Read the dedicated article for further information: Dimension Filters.

• On the desired dashboard, navigate to Edit (top right-hand corner) 
• Select Dashboard Segment
• Now start adding filters by using the Add dimension filter button
  
• Click Ok when finished
• Now click Apply to immediately apply the filter to the dashboard
• A green success notification is displayed
• Any widgets that currently exist on the dashboard are refreshed automatically
• You can see that a Dashboard Segment is applied if a filter icon is displayed displayed next to the dashboard menu
  

TYPES OF DASHBOARD SEGEMENTS

There are 3 types of dashboard segments.

• Narrow: This is the default segment type and most commonly used. It filters all widgets and can easily be adjusted each time a modification is needed. It uses "AND" logic, meaning that any widgets that have their own filters first apply the dashboard segment and then apply the individual widget filter on top, narrowing down the displayed data.
  
  
• Extend: This segment type is used very rarely. It filters all widgets and can easily be adjusted. It uses "OR" logic, meaning that any widgets that have their own filters are broadened by the dashboard segment, extending the displayed data.

MODIFY  DASHBOARD SEGMENT

You can tell whether a dashboard contains a Dashboard Segment if you see this symbol: 

• Click on the filter symbol to open up the Dashboard Segment (top right-hand corner)
• Alternatively, you can navigate to Edit and Dashboard Segment
• You will see all current filters in blue
• Simply click on the filter you want to modify
• Carry out any changes and save by clicking Ok
• Click Apply to finalise

DELETE DASHBOARD SEGMENT

• Click on the filter symbol to open up the Dashboard Segment (top right-hand corner)
• Alternatively, you can navigate to Edit and Dashboard Segment
• You can delete individual filters by clicking the small x symbol next to any filter
• Using the bin symbol, you can delete all existing filters at once
  
• By clicking Apply, the changes will be final and the segment will be deleted
• If you changed your mind, simply click Cancel to return to the dashboard