Applying Filters to your Stories


This guide will walk through the steps for adding filters to your stories. When adding a filter to your story, the data being used in the story will be reduced to a new filtered dataset.

 

You can apply a filter on the Story page at the top of the screen:

 

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You can select as many filters as you like in order to tell the story you wish to see in Lexio. Maybe you want to learn about bookings for a specific salesperson. The example in the screenshot below shows that filter on the salesperson. The story will then update to be focused on only that filter.

 

filters_two.png

 

You can also use the breakdown section to the right to filter the story. For example, if you were interested in the top-performing industry, you can explore by Industry and then click the industry that Lexio calls out for you. You can also click on the chart to initiate a filter.

 

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Don't forget that you can bookmark these filter settings. This is especially valuable if you know you will be coming back to check on this version of a story. Learn more about bookmarking here.


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