Quick guide to using Business Analyze filters

Filtering data is one of the most important functions of data analysis. Sometimes you want to analyze data in more detail. Other times you want to remove information that isn’t relevant.

Business Analyze enables you to quickly filter on every level. In this article we’ll discuss 3 types of filters and different ways to use them. You don’t have to rely on pre-defined  options.

With a good understanding of this function, you’ll be able to analyze data better – and faster.

Why filters are important

The FILTER function extracts a range of data according to select criteria and displays the matching records in dashboards, charts and tables.

The rest of the data doesn’t disappear, it is only hidden from view.

You can filter data by:

  • Time period
  • Organisation level
  • Other values in your data set

Some of the most common ways to filter sales data, for example are by customer size, product category, region/location, interest, sales stage or delivery status.

You can also filter numerical and text data according to one or several criteria. For example
Product Type = “XT200” AND Sales > 1000.

Criteria include:

  • Greater than
  • Less than
  • Equal to
  • Contains
  • Etc.

To use filters effectively, it helps to have a thorough understanding of the data available. The more familiar you are with the data, the better you will be able to apply filtering and logic to your data analysis.

Global filter

The Business Analyze global filter is the most important filter for everyday use. If there is one filter you should get to know, it’s this one.

From any dashboard, this filter enables you to define the data in view. You may have a long or short list of criteria you can filter on, depending on your data set.

If you want to filter all reports on a dashboard for the year 2020, for example, select the calendar icon  or use the pre-defined time frame.

Press ‘Update’, the filters will be applied to all elements on the current dashboard.

You can also apply more than one filter simultaneously.

Note: When you refresh the dashboard, navigate to another dashboard or logout, the filters will return to default. To save the filters, go to the Action tab and select “Save as startup”. This will be your personal setting.

Report filters

If you want to filter data for one specific element, we recommend the Report Filter. This is found under the ‘Action icon’ at the top right corner of each element.

When you use report filter, the report will update based on the filter(s) you select.

Column filters

Column filters are special because they allow you to view data that meets a specific condition.

Using  operators like not equal to, equal to, greater than, less than, and less  you can select data you want and hide the rest.

You can also select text that meets a specific critera. This might be useful, for example, when you want to see sales for all products except when Customer name = Ally Inc.

You can have as many filters as you like on a column.

To delete a filter, click on the trash can at the end of each line.

Columns that have a filter are marked with a small funnel.

Tip: If you want to use operators to filter data in a graph or chart, switch to table visualisation.

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    House of Control acquires Business Analyze AS: A Strategic Step within Business Intelligence

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    Høvik, 21 April 2021: House of Control Group AS (HOC) announces today that the company has entered into an agreement to acquire Business Analyze AS. The acquisition will enable CFOs to gain better control over data from the entire business in a common dashboard, including the linking of House of Control’s ‘best-of-breed’ tools for the CFO.

    Read press release

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      News: Spring ’21 Product Release

      Product news. Spring 2021 release. New user interface. Faster…

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        New Busines Analyze User Interface (UI): How to navigate

         

        Dear Business Analyzers!

        We’re excited to share with you a major updates to Business Analyze user-interface.  During the past few years, you’ve suggested many ways to improve the overall user-experience – now are happy to bring those suggestions to life.

        We’ve recorded a 3 min video to help you understand the changes and take advantage of new features.

        Watch video

        If you have any question regarding the new navigation or when you will be upgraded to the new version, please contact customersuccess@businessanalyze.com.

        See also: Spring ’21 Product Release Overview

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          Data-driven Leadership: How to maneuver with KPIs

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          With clearly defined KPIs and a solid data base you are far better equipped to guide your team and reach key goals. Here are three steps to consider when implementing KPIs.

          Business leaders have long used KPIs (key performance indicators) as a valuable tool for implementing strategies. Regardless of the situation, you want to know what’s happening so you can maneuver in the right direction. Effectively applied, data can be used to guide decision-making, optimize processes, and reach goals across all levels and functions of the business.

          While there are many factors to consider when implementing KPIs, there are 3 steps in particular that will help you guide your team to success.

          1. Set a course

          A KPI is a measurable value that helps guide organisations towards their goals.

          To function effectively, KPIs must be linked to the company’s strategic goals. These are then broken down at a tactical level (department) and then at an operational level (individual), so that everyone in the company gets ownership of the goals.

          Choosing the right KPIs can be tricky. No matter which KPIs you land on, do not measure too many KPIs just because you can. When there are too many figures to keep track of, goal management becomes too complicated. Each department should only deal with a handful of carefully selected KPIs.

          What are KPIs for marketing, sales, finance, customer success and more? See KPI Examples.

          2. Navigate

          In order to navigate with KPIs, data must be presented in a way that is easy to understand and access. This is done with the help of KPI dashboards.

          KPI dashboards use data visualisations to help you continuously evaluate performance and make necessary changes. Easy to understand graphs and charts help you assess what’s happening and what you can do to improve.

          By using KPIs effectively you will be able to answer questions such as:

          • What is the  current performance level (status)?
          • How close the company, team, department or individuals  to their target (actual versus target)?
          • How is performance changing over the past days, weeks, months (trend)?
          • How is our performance compared to  to internal or external standard (benchmark)?
          • What an we do even better (segment analysis)?

          With these answers on hand, it’s easier to anticipate and adapt to changing conditions.

          3. Implement and follow-up

          It is essential your organisation has a common understanding of goals and what you are trying to acheive. Many strategies fail because goals were communicated once, but not continually reinforced. Leaders must gain and maintain commitment by ensuring their teams understand what they are trying to acheive and why they are focusing on exactly these measurements.

          Once teams are committed, KPIs are the basis for coaching, acting and motivating the organisation. Every step towards reach targets is an accomplishment which should be recognized.

          The real value of working with KPIs is realised when KPIs are used consistently and regularly in leader meetings, team updates, and one-to-one meetings. If all indicators are pointing in one direction, it doesn’t help if no one follows them up.

          Final word—Make it simple.

          Many organisations struggle with the complexity and diversity of their company’s data. Data specialists, sales operations, department managers and upper management can spend a lot of time gathering data and charting KPIs.

          Businesses should set up modern systems to organize KPI-data without manual routines. The majority of businesses have more than enough data in their current databases.

          An effective business intelligence tool will gather performance data, organize it into meaninful information, and help you motivate your team towards successful goal acheivement.

          Additional resources: Visit the KPI Gallery to see best practice examples of how to visualize KPIs for sales, service, finance and more.

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