Explorer: How To Filter

Filters are great tools to conduct 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 tabs/pages (global filter) or on the active tab/page (local filter).

Access search and filters

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

Relevance 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 bar

Relevance AI - Explorer - Search and filter sidebar

  • 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 (i.e. when "Save changes" is clicked).

Note2: Use "Reset all" to remove all the search and filtering 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 global filters or page-specific filters; the only difference is their positioning on the sidebar 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
  • date filters
  • advanced filters
Releance AI - Explorer - Various filter types

Relevance 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 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 fields "Type" and "Language" for simple filters. Note that selected filters can be removed by using the x icon. The selected fields for filtering can be rearranged via drag and drop.

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 fulfilling the criteria will be presented on the page. For instance, the 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 filter

Relevance AI - Explorer use a filter

Date filters

Date filters are applied to date fields following the conventional formats (Relevance AI recommends yyyy-mm-dd). 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 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.

Advanced filters

From the menu, select "Advanced", click on "Add advanced filter" and select the fields and the appropriate condition to define the filter. Read our documents on advanced filters to learn more.

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