Filtering and Grouping

You will probably see a lot of activities in the overview over time. To limit the view to a selection of activities with certain characteristics, filter the view. If you want to compare activities with the same characteristics, group these activities. Of course, you can filter and group activities at the same time.

The default settings ensure that you can see all activities for which you are authorized. In the view, the activities are displayed in the hierarchy, not grouped.

Note

When you leave the Activities page, your own filter and group settings will be reset to the default settings.
Filter and grouping settings persist when you switch from Timeline view to Summary view and vice versa.

For filtering activities you can use the following characteristics:

  • Type: Restrict the view to activities of specific type groups or types.

  • Name: Filter for activities with an exact name or whose names contain the entered keyword.

  • In-market date: Find activities whose in-market date is or is not specified. You can also filter for activities whose in-market date is in a specific time period.

  • Attributes: Restrict the view to activities whose attribute is or is not specified. Depending on the attribute type it is also possible to filter for activities whose attribute equals an exact value or whose value contain the entered keyword. For list attributes you can filter for one or several list entries.

Note

Filtering by an attribute will only apply to the activities that have the attribute. If you filter by an attribute, please also restrict the Type filter to the type whose attribute you select. This will guarantee you the most accurate result possible.

The following screenshot shows the selection of the Content Type attribute as characteristic. The Content Type attribute is assigned to the Content type within the Tactic group. Note that the Type filter is set to Tactic:

You can add as many filters as you need. Several filters are AND-linked. An activity must therefore fulfill the conditions of all filters in order to be displayed.

If a filter removes an activity, it also remove its descendants.

If one or more applied filters only show a list of activities, but you want to see the filtered activities within the hierarchy, click the Show full hierarchy toggle. If the toggle is activated, you will see the filtered activities with their ancestors. However, you cannot edit the ancestors or view their details in such a view.

You can always group according to one attribute, single or multi-select lists are available.

The following screenshot shows the selection of the Build Status attribute for grouping of activities:

The following screenshot shows grouped activities. The selected attribute is Target Persona. Activities to which no value is assigned for the selected attribute are shown grouped under [Attribute name]: No value set:

A grouping can only be applied to the activities types to which the attribute is assigned. If you see multiple levels of the activity hierarchy and the hierarchy contains multiple ancestors to whose descendant activities the grouping can be applied, then the descendants are displayed grouped under the respective ancestor.

Note

If you want to see a grouping over all activities to which the attribute is assigned, combine the grouping with a filtering that hides all other activities. An example would be an appropriately restricting type filter.