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Home > Retailer > Using Headset's New NEXT Filters - Retailer
Using Headset's New NEXT Filters - Retailer
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We've given our products a facelift! Out with the old, in with the new! 

Beginning July 15th, 2021, we will be transitioning all of our products to newly offered filters from Looker called NEXT filters. Our previous filtering looked like tiles across the top of your screen. 

 

NEXT filters have a slightly different look and feel but will operate the same. These new filter options will even allow the product to run your queries faster! There will be a few changes in how you use the new filters to run reports. 

1.) When pulling up a dashboard, it may appear blank until you've selected filters along the top that are required. This does not mean the dashboard is not working, it just means you have a few selections to make before we can display the data. 

 

 

2.) With NEXT filters, when you make your selections within the filter, you simply have to click anywhere outside the filter box to confirm your selections. You will not see an "ok" or "apply" button any longer. 

 

 

3.) If you are on a dashboard that has a filter requirement, the filter will be highlighted in red and have an "!" next to it to signal that something has to be selected there before moving forward and running that dashboard. 

 

 

4.) Where there was previously a "run" button, you'll now see this symbol to generate your reports: 
 

 

5.) When you are using a dashboard that allows multiple selections in a filter, to choose "All" you would simply leave that filter blank ( don't select anything ) the filter will say "is any value" and run the dashboard for ALL values within that filter. 

 

 

 

 

6.) The date range filter in NEXT provides several new options for how you analyze data in these dashboards. Most often you will be using the "In the last " option. In this example, I am looking for the last 30 days worth of data. 

 

A few notes on the other options on this list: 

When using the "Is in range" option, the last date you've chosen will NOT be included in the data once you run the report. In the example below, I am looking to see data between June, 1st and July, 5th. So I would set my end date to July, 6th to ensure that the 5th is included in my results. 

 

 

You should never need to use the "is null" option on this list as we will need to have some type of time frame selected before the dashboard can populate results. 

 

Other key date range metrics are: 

 

  • Contains - when this is selected, you can type a word or fragment and the filter would return anything that contained your search term. For example, if you were looking at SKUs, you could do a "Contains" filter on the term "berry" to return any product name that contained berry in any part of it. This would include in the middle of the word, so anything like "strawberry" or "raspberry" would be included.
  • Starts with - as the name implies, this will filter to anything that starts with your search term. So, if you searched for "Berry" here, a SKU titled "Berry Gummies 10mg" would count but "Strawberry Gummies 10mg" would not
  • Ends with - as the name implies, this will filter to anything that ends with your search term.
  • is blank - this will return anything that does not have data for this field. 
  • is null - this will return anything that is not just empty, but is null, for example, if a calculation is done with data that does not exist
  • is not equal to - this is a filter that EXCLUDES your search terms. Use this if you are filling out a filter that has a long list which would be easier to select what you DON'T want to see, rather than what you do want to see
  • doesn't contain - this works the same as a contain, but instead filters out the things that match the search term
  • doesn't start with - this works the same as starts with, but instead filters out the things that match the search term
  • doesn't end with - this works the same as ends with, but instead filters out the things that match the search term
  • is not blank - this will filter out any data that does not have a value for this filter
  • is not null - this will basically select everything that exists in the data. Use this as a quick way to "Select All"

 

 

As always, if you have any questions or run into any issues using these new filters, please reach out to your Headset Support Team via email at [email protected] or via live chat while you're in the tool. 
 

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