Dashboard operations: Filtering dashboard data
Updated September 20, 2023.
By default, Ellis dashboards provide a wide range of filtering options.
- Current Period: The period for which data is presented.
- Comparison Period: Used for comparisons.
- Date Granularity: Options include day, week, month, and year.
- Store Name: Determines which store data is analyzed.
- Markets: Each market in which store operates in (linked to Store Name filter).
- Sales Source Name Channel: Includes web, Point of Sales, and other sales channels.
Please note, filtering options varies slightly between dashboards depending dashboard scope and functionality.
Once filters are selected, remember to update dashboard filtering by clicking ↻ button from top right corner of the dashboard.
Comparison Period Filter
Filter provides options to compare selected Current Period data with three different type of comparison periods:
- Previous Period: Refers to the previous period of equal length DIRECTLY before the current period. E.g. if 2 months are selected, data from past 2 months is compared to data from past 2 months before that.
- Previous Year: Refers to selected period one year ago. For example selected period "1.6.2022-30.6.2022" is compared to "1.6.2021-30.6.2021".
- Custom Period: Comparison is done towards period selected in Comparison Period (Custom Type) -date selection.
Common Questions
Q: Selecting This Week/This Month compares the ongoing incomplete week/month against a complete month in the history. How do I achieve a Week to Date or Month to Date comparison where the comparison period is equally long?
A: This Week/This Month filtering options refer to full calendar weeks or months, respectively. Currently there's a preset filtering option only for Year to Date comparisons. The desired comparison can be made with "Custom Period" filter by selecting the wanted date ranges in the Selected and Custom filters.
Tips
- Sometimes reseting filters might be needed: You can reset filters and clear cache from three dots button from top right corner.