Explorer: How To Filter

Filters are great ways of conducting a more fine-grained analysis on your data by considering only a subset that matches specific criteria. On the Explorer dashboard, you can filter your data through all the design pages (global filter) or on the active page (local filter).

Access search and filters

Click on the filter icon on the top left to open up the filter and search side-menu.

Relevance AI - Explorer - Access search and filtersRelevance AI - Explorer - Access search and filters

Relevance AI - Explorer - Access search and filters

The filter and search menu is composed of two main sections:

Relevance AI - Explorer - Search and filter side barRelevance AI - Explorer - Search and filter side bar

Relevance AI - Explorer - Search and filter side bar

  • Page specific: search and filters are only applied to the active page/tab
  • Global: search and filters are applied to all the generated pages/tabs (active or not active)

Note1: Keep in mind that not only the setup but also the search phrase, and selected values for filters are saved when you save a dashboard.

Note2: Use "Reset all" to remove all the search and filering configuration

Note3: You can toggle both global and page specific search and filtering on and off

Set up filters

Setting up filters is the same under globar filters or page specific filters; the only difference is their positioning on the side bar where page specific is on top and global is right after it. Follow the below instruction on your desired mode (global or local) to configure Filters. First, the desired filter(s) should be selected. Relevance AI supports simple filters, various date filters and advanced filters.

Releance AI - Explorer - Various filter typesReleance AI - Explorer - Various filter types

Releance AI - Explorer - Various filter types

Simple Filters

Click on "Filters" and then hit "Edit". This will open up a drop down menu from which you can select the field based on which you wish to filter the data.

Relevance AI - Explorer - Configure simple filtersRelevance AI - Explorer - Configure simple filters

Relevance AI - Explorer - Configure simple filters

Add as many filters you have in mind from the reappearing drop-down menu and click on "Finish" when done.

In our example, we used two fileds "Type" and "Language" for simple filters. Note that selected filters can be removed by using the x icon.; they can also be rearranged via drag and drop.

Relevance AI - Explorer - Configure simple filtersRelevance AI - Explorer - Configure simple filters

Relevance AI - Explorer - Configure simple filters

Note: By default all values in a dataset are selected when filters get configured. When activating one or some values under the defined filters, only documents fullfilling the criteria will be presented on the page. For instance, picture below shows a setup where documents whose "Type" field is "User" are shown (i.e. other documents are filtered out).

Relevance AI - Explorer use a filterRelevance AI - Explorer use a filter

Relevance AI - Explorer use a filter

Date filters

Date filters are applied to date fields following (dd-mm-yyyy) format. You can easily filter the data by specifying a date range.

Select Date filters from the search and filter menu, chose the date filed in your dataset from the drop down menu and specify the range manually or use the available options from the "Preset filters".

Relevance AI - Explorer - Configure a date filterRelevance AI - Explorer - Configure a date filter

Relevance AI - Explorer - Configure a date filter

Note: Values under "Preset filters" depend on the date field in your dataset. For instance, if there are recent dates within the data, the list will include "Last 3 months" as well.

Advance filters

From the menu, select "Advanced" and click on "Add advanced filter".

Relevance AI - Explorer - Configure an advanced filterRelevance AI - Explorer - Configure an advanced filter

Relevance AI - Explorer - Configure an advanced filter

Next, the field, filter type, filter condition and value should be selected form the menue. In our example, we set the advance filter to filter out any documents in which the filed "Topic" does not exist. Read our documents on advanced filters to learn more about them.

Note: Page specific filters (i.e. local filters) are shown on top of the page as well.


Did this page help you?