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broghanzwack
Contributor ⭐️⭐️⭐️⭐️⭐️
August 25, 2022
New Idea

Apply global filters to Query Builder and Funnel dashboard widgets

Related products:PX Analytics
  • August 25, 2022
  • 3 replies
  • 121 views

Background: Users often build complex custom dashboards that are a mix of OOTB widgets and saved reports. Including these saved reports as widgets allows users to present deep, targeted insights around specific topics. Global dashboard filters allow for even more targeting, especially when used in combination with saved filters that indicate things like onboarding users, personas, trial users, etc. 

Problem: When a user applies a global filter to a dashboard, it does not impact Query Builder or Funnel dashboard widgets. This results in two issues: 

  1. Showing filtered widgets next to unfiltered QB or Funnel reports creates a confusing experience; if the user isn’t paying attention, they may believe that the embedded reports are filtered as expected, leading to incorrect conclusions. 
  2. In order to solve issue 1, a user might create a copy of both the source report and dashboard for each global filter they want to apply. You can see how this could get very time-consuming (and disorganized) if a customer wants to understand the same set of metrics for 6 different personas. 

Request: Apply global dashboard filters to Query Builder and Funnel dashboard widgets

3 replies

broghanzwack
Contributor ⭐️⭐️⭐️⭐️⭐️
August 25, 2022

Note: The goal is not necessarily to alter the source report. If the user wants to view the original report, I think they should have two options: 

  1. Navigate to the original, unfiltered version of the report via the Analytics tab
  2. Click the source report button in the dashboard widget to view a version of the source report that includes the global filters applied to its dashboard widget. This should essentially be a larger version of the widget. 
Contributor ⭐️
August 25, 2022

Great addition 

Contributor ⭐️
August 25, 2022

This will be SO helpful for our persona driven growth strategy.