# Filter and segment dashboard data

Filter a Pristo CX dashboard by date and by contact or event attributes, give a widget a permanent filter, and break its data down by up to 3 attributes.

A Pristo CX dashboard filters data in two places and breaks it down in a third. The filter bar at the top of the dashboard filters every widget. A widget's **Filtering** tab adds a permanent filter to that widget only, and its **Segmentation** tab breaks its data down by contact or event attributes, such as branch or customer tier.

## Before you start

- Role: anyone who can open the dashboard can use the filter bar. Choosing the filters it offers and editing widgets needs an account admin or program admin. See [roles and permissions](https://docs.pristo.io/cx/users/roles-and-permissions).
- Plan: any plan.
- Setup: contact or event attributes in the program's population. See [Contact attributes](https://docs.pristo.io/cx/populations/contact-attributes) and [Import activities](https://docs.pristo.io/cx/populations/import-activities).

## Use the filter bar

![Sketch of a published dashboard with its filter bar. Marker 1 is on the tab that opens dashboards. Marker 2 is on the date range list. Marker 3 is on the value list of the first attribute. Marker 4 is on the button that applies the filters, at the end of the bar.](https://docs.pristo.io/_astro/dashboard-filter-bar.DxMboyZ6.webp)

1. Open the dashboard from the **Dashboards** tab.

2. Choose a **Date range**.

3. For each attribute in the bar, choose or type a value. Leave **All** to include everyone.

4. Select **Apply**.

Every data widget reloads with the date range and the values you chose, together with its own permanent filter. Your choices are not saved: the next time anyone opens the dashboard, the bar starts on **Last 90 days** with no values.

| Date range | Covers |
|---|---|
| **Today**, **Yesterday** | That calendar day |
| **Last 7 days**, **Last 30 days**, **Last 90 days** | The last 7, 30 or 90 days, up to now |
| **Current month**, **Previous month** | A calendar month |
| **Current year**, **Previous year** | A calendar year |

The date range applies to when a response was submitted, when a questionnaire was sent or when an alert was created, depending on the widget.

| Attribute type | How you choose a value |
|---|---|
| Text | A list of the 50 most common values in the program's responses. If there are more, you can also type a value |
| Yes or no | **Yes** or **No** |
| Number | Type a number |
| Date, time, date and time | Pick one in a calendar or time picker |

Each attribute in the bar matches one exact value.

## Choose the filters in the bar

1. Open the dashboard and select **Edit**.

2. Select **Edit filters**.

3. Check the attributes to offer. **Date range** is always on.

4. Select **Apply**, then **Save & publish**.

## Add a permanent filter to a widget

1. In the dashboard editor, select the pencil on the widget and open **Filtering**.

2. Choose **AND** or **OR**.

3. Select **Add condition**, then choose the **Field**, the **Operator** and the **Value**. Add more conditions the same way.

4. Select **Apply**, then save or publish the dashboard.

| Attribute type | Operators |
|---|---|
| Text | **Equals**, **Not equal to** |
| Yes or no | **Equals** |
| Number, date, time, date and time | **Equals**, **Not equal to**, **Greater than**, **Less than**, **At least**, **At most** |

With **AND**, a response must match every condition. **OR** works on one field with **Equals**, to match any of several values, such as a city that is Haifa or Jerusalem. A condition without a value is left out. Viewers do not see a widget's permanent filter, so mention it in the widget's subtitle.

## Break a widget's data down

![Sketch of a widget's editor on its segmentation tab, open over the dashboard editor. Marker 1 is on the segmentation tab. Marker 2 is on the button that adds a level. Marker 3 is on the buttons that move a level up or down and remove it. Marker 4 is on the display tab. Marker 5 is on the button that applies the changes, at the bottom right.](https://docs.pristo.io/_astro/dashboard-widget-segmentation.vfXy8Vgk.webp)

1. In the dashboard editor, select the pencil on the widget and open **Segmentation**.

2. Select **Add level** and choose the attribute for level 1.

3. Add up to two more levels. Each level nests inside the one above. Use **Move up** and **Move down** to reorder them, and **Remove level** to remove one.

4. On **Display**, choose how the breakdown shows. See [Dashboard widgets](https://docs.pristo.io/cx/dashboards/widgets#display-formats).

5. Select **Apply**, then save or publish the dashboard.

### Show only the highest or lowest values

**NPS** and **Satisfaction score** widgets with a breakdown can rank the values of level 1, for example the five branches with the lowest NPS.

1. On **Segmentation**, under **Show highest / lowest**, choose **Highest** or **Lowest** instead of **All**.

2. Set how many values to show and the **Minimum number of responses**.

Values with fewer responses than the minimum, and responses with no value for the attribute, are left out of the ranking. The widget shows a caption with the direction, the number and the attribute.

## Read a broken-down widget

- Responses with no value for an attribute show as **(Not set)**.
- Switch between chart and table with **Show as chart** and **Show as table**. The widget returns to its default when the page reloads.
- In a table, select a level's button to hide or show that level.
- In a bar chart with several levels, select a bar to see the next level inside it. Select **All** to go back to the top.
- Point at a value to see how many responses it is based on.

## Limits

- Breakdowns use text, number or yes-or-no attributes, up to 3 levels, each a different attribute. Date and time attributes can filter but not break down.
- With one level, a widget shows the 50 values with the most data. With two or three levels, it shows 20 values at level 1 and 10 inside each value below.
- **Minimum number of responses**: 1 to 100,000, 5 by default. The number of values to show: 1 to 50, 5 by default.
- An **Answer distribution** widget shown **Over time** cannot be broken down.
- With a breakdown, a widget has no comparison with the previous period and no gauge.
- There is no dashboard-wide questionnaire or channel filter. Each widget has its own source questionnaires, and the count widgets have their own channels.

## Troubleshooting

**The attribute lists are empty.** The program's population has no contact or event attributes, or none of a type that can break data down. Add attributes in the population.

**A widget with three levels shows an error for a whole year.** Shown **Over time** with three breakdown levels, a range longer than about 4 months, such as **Current year**, is too detailed. The widget then shows **This widget's configuration is invalid.** Remove a level or choose a shorter range.

**The editor refuses my OR filter.** **OR** accepts only **Equals** conditions on one field. Use **AND** for conditions on different fields.

**A colleague sees different numbers on the same dashboard.** Filter bar choices belong to each person and are not saved. Check that you both chose the same date range and values.

## Related

- [Dashboard widgets](https://docs.pristo.io/cx/dashboards/widgets)
- [Create a dashboard](https://docs.pristo.io/cx/dashboards/create-a-dashboard)
- [Dashboards overview](https://docs.pristo.io/cx/dashboards/overview)
- [Contact attributes](https://docs.pristo.io/cx/populations/contact-attributes)