How to Filter Pins on a Map

Use our advanced filtering tool to focus your analysis on the right areas.


1. OPEN A NEW OR EXISTING MAP
You can open your map by single clicking the name, double clicking anywhere on the row, or by single clicking on the row and clicking the "Open" button. If you don't have a map created, click on the "Add New Items" button. Then select, "New Map" and give it a name.
2. SELECT THE DATASET MENU

To access the dataset menu, left or right click anywhere on the dataset name, or hover over the row and click on the "Menu" button. If you don't have a dataset on your map, you can add one in seconds!

3. SELECT "FILTER"

Once the dataset menu is opened, select the"Filter" option from the drop down menu. For a shortcut, once the Filter tool is added, you can access the menu by clicking on the arrows next to the map name, and then by clicking on the Filter icon.

4. SPECIFY "ANY" or "ALL"

Once the filter lightbox opens, you can select whether you want to begin filtering by any or all of the criteria entered. If "any" is selected, locations that meet any of the criteria that you specify will appear. If "all" is selected, only locations that meet all of the specified criteria will appear.

5. SELECT A COLUMN

To create a filter, select a column from the provided drop down menu. You can filter by any column containing text, number, or date data.

6. CHOOSE A FILTER TYPE

Text, number, and date data each have unique filters that can be applied. If you are filtering by employee, store, or any other name-based column, select "Text Filters." If you have numeric data that you would like to filter by (such as quantity of sales or number of employees), select "Number Filters." Alternatively, if you are filtering based on a date, select "Date Filters."

7. CHOOSE YOUR FILTER CRITERIA

If you are filtering based on text or numeric values, you can enter the criteria you would like to filter by in the provided text box, or select the value from a checklist that appears when accessing the drop down menu.

8. FILTER BASED ON ANOTHER COLUMN

To base your filter off of another column in your dataset, select the column that you would like to filter by in the "Column" menu.

9. FILTER BY DATE

In addition to filtering by a specified value or another column, you can filter date data using our built-in calendar or our relative date menu. To add a time on the calendar menu, select the "+" button.

10. FILTER BY RELATIVE DATE

If you would like to filter by a relative date, select the "Relative" menu and then click the "+" button to add your desired relative time frame. Using the drop down, change the unit to your preference (minutes, hours, days, weeks, etc).

11. SAVE YOUR FILTER AS A PRESET

Want to save your filter to come back to or to use later? Go to the "Save Preset" icon in the top right corner, name it, and select "OK."

12. LOAD SAVED PRESETS

To access any previously saved filter preset, go to the "Load Preset" icon, search for the preset you want to load up, and select it. If you want to reset or clear your filters, just click the reset icon.

Watch a demo to see more about how to filter the pins on your map.
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