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This article provides a guide on creating, using, editing, and sharing audience filters in Happeo’s Analytics to gain deeper insights into your user data.

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What is it?

Audience filters are a powerful tool that can be used to filter data in a variety of ways. They allow you to select specific subsets of data based on various criteria, such as organization name, manager, etc. This allows you to get a more focused view of your data.

You can use audience filters to compare data across different groups of people. For instance, you can use audience filters to compare the usage patterns of employees in different departments or to compare the performance of different teams.

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Filters and conditions

Imagine you have a giant spreadsheet full of employee information. Filters and conditions are your tools to sift through that data and find the specific details you need.

Filters

Think of a filter as a sieve. You create a set of rules (conditions), and the filter only lets through data that matches those rules. This allows you to focus your analysis on a specific group of people, like managers or a particular department.

Conditions

Conditions are the building blocks of your filter.  Each condition specifies three things:

  • Attribute – This is the property you want to filter by, like:
    • User (you must select five or more users)
    • Cost center
    • Organization name
    • Google OU (Okta and Azure users will not see this filter)
    • Department
    • Manager
    • Title
  • Operator – This defines how you want to compare the attribute to a value. These include:
    • Is or Is not – Is used for text-based conditions (e.g. manager)
    • Contains – Is used for addresses, as these are unstructured information, including what you choose to add as a second filter (e.g. country, state, postal code, street, etc.)
    • Equals, is more than or equal to, is less than or equal to – Is used for numbers (e.g. searching a Channel with 10-100 members)
    • Is, is before, is after, is between – Is used for dates
  • Value – This is the specific value you want in the chosen attribute. For example, "marketing," "developer," or the name "Tim Smith

Example scenario

Say you want to see data only for employees in the marketing department.

  • Attribute – Department
  • Operator – Is
  • Value – Marketing

By setting this filter, you'd tell Happeo to show you information only for those employees where the "department" attribute equals "marketing."

How to create a new audience

To find audience filters, you can:

  1. Click on your avatar at the top-right corner of the page and select Analytics
  2. At the top of the page, you’ll find a people icon; next to it is an audience filter
    1. By default, before creating a new audience, the selected audience filter is All users

To create a new audience, you can:

  1. Click on the "People" icon at the top of the Analytics page
  2. Select "Create new audience" from the dropdown menu
  3. Under the "Filter by audience" section, click "Add condition." This is where you'll define the characteristics of your audience
  4. Select the attribute you want to filter by, like "department," from the "Search..." dropdown menu
  5. Next to the attribute selection, choose the operator, such as “is” or “is not
  6. Finally, pick the specific value you want in the chosen attribute. For example, "marketing," or "developer”
  7. Optional: If you need to get even more specific, click "Add condition" and repeat steps 1-6 to add more criteria to your filter.  For instance, you could filter for users in the marketing department and who have the same manager
  8. To start over with the audience filter creation process, click on the X button on the right of the page. Alternatively, you can click on Clear all at the bottom of the audience filter creator or use the Undo and Redo buttons to revert or reapply your changes
  9. Once you've defined the audience characteristics, click "Save" to finalize the filter and give it a name in the designated field. You can now:
    1. Click "Apply filter" to immediately see reports based on your newly created audience
    2. OR Select your saved filter from the dropdown menu at the top of the Analytics page for future use

Note: Currently, while using Audience Filters, you can only see data if the number of people in the chosen audience is 5 or more. We are working on introducing the ability to see more detailed data if you choose to. However, until we can provide two different versions of the functionality, we will provide the aggregated data only on audiences of 5 or more members to ensure that our customers subject to stricter legal requirements can remain compliant with the laws applicable to them.

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How to use an audience filter

On the Analytics page, you can click the people icon at the top of the page and click on the audience you want to see data for.

How to edit an audience filter

To edit an audience filter, you can:

  1. Click on the people icon at the top of the Analytics page. In the dropdown menu, select the audience filter you wish to edit
  2. The selected audience filter will be highlighted in grey and light blue on the center-left of the page. Click on the audience filter to open the editing tool
  3. Make any desired modifications to the audience’s filter criteria, including the filter type, condition, and specific values
  4. To edit the audience filter’s name, click the Edit filter button on the highlighted audience filter’s right and change the name there
  5. Review your changes and ensure they accurately reflect your intended adjustments
  6. Click the Save button to apply the changes to the audience filter

How to share an audience filter

To share an audience filter, you can:

  1. Click on the people icon at the top of the Analytics page. In the dropdown menu, select the audience filter you wish to edit
  2. The selected audience filter will be highlighted in grey and light blue on the center-left of the page. Click on the audience filter to open the editing tool
  3. Click Share filter on the right of the audience filter
    1. The filter link will be copied to your clipboard

How to remove an audience filter

To remove an audience filter, you can:

  1. Click on the people icon at the top of the Analytics page. In the dropdown menu, select the audience filter you wish to edit
  2. The selected audience filter will be highlighted in grey and light blue on the center-left of the page. Click on the audience filter to open the editing tool
  3. Click the Edit filter button on the highlighted audience filter’s right
  4. Select Remove and then Remove filter

Troubleshooting

"No Filter Data Available" error

When you encounter the "There is no filter data available for this filter" error when creating an Audience Filter, it means Happeo can't find the data you need to apply the chosen filter. This usually happens because the information isn't being provided by your user provisioning source (like Okta, Azure, or Google).

Understanding how filters work

Happeo audience filters rely on specific user attributes from your provisioning source. These attributes could be department, manager, and so on. When you select a filter, Happeo searches for the corresponding attribute in the user data it receives.

Why you might see the error

There are two main reasons you might see this error:

  1. Missing data: The attribute required for your chosen filter might simply not be present in the data Happeo gets from your provisioning source
  2. Inconsistent data: The data might exist, but it might be formatted in a way that Happeo can't understand. For instance, your provisioning source might provide department information in a custom attribute that Happeo isn't configured to recognize

Resolving the issue

Here's how you can troubleshoot the error:

  1. Check provisioning source configuration: Review your provisioning source configuration to ensure it captures and sends the necessary user attributes for the filters you want to use in Happeo. Refer to the Directory API mapping details (like user_position_department for department) to see which attributes correspond to each filter
  2. Contact our support team: If the data you need seems to be missing or formatted inconsistently, please contact our support team. They can help you explore alternative ways to configure your provisioning source or suggest different filters that might work with your available data
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