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Understanding Views

Customize your dashboards by creating your own Views to easily filter your data.

Abby Garland avatar
Written by Abby Garland
Updated over 3 months ago

Creating Views is a great way to map several data sources together and create custom filters for your dashboards. You can group individual Views into a Collection to make it easier to manage and organize your Views.

Once you've created a View, you can apply it on your Key Indicators, Acquisition, Retention, Products, Engagement, or Custom Reports dashboards. Some of our most successful customers use Views to easily filter their dashboards by:

  • Store (if they have multiple Shopify stores)

  • Country or region

  • Product

  • Sales Channel

  • And much more - the options are endless!

How to create a View:

This video details how to set up your first View step-by-step. In this example, we're creating a View that will filter a dashboard by country. Note that this is just an example dashboard, which is why you won't see data pull through to the widgets.
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Step 1: Create a Collection and View

  • Click the "+" symbol next to "Views" at the top of the page.

  • Update the title of your Collection

  • Update the title of your View

    • The View is the specific criteria that you'd like to filter for (in this example, we are creating a View for each country).

Step 2: Add your data source(s) for that View

  • Choose the data source(s) that will be included in the View item. This allows the View to pull relevant data into your dashboard.

  • You can add multiple data sources to a single View item.

Note:

  • If you manage multiple accounts, ensure the correct accounts are selected for each source.

  • To display data from all sources, be sure to add each source to your View. For instance, if you only add Shopify, metrics from other sources will show as zero.

Step 3: Add filters to your View

Apply Global Filters:

To apply the same filter across all data sources in your View, use the Global Filters feature located in the top left corner. This ensures uniform filtering across your entire dashboard, making it easy to manage filters for multiple accounts or data sources at once.

  • Global Filters allow you to filter by common criteria, such as region or product, for all data sources.

  • You can also update the currency in the View, which is especially useful if you're working with stores across different countries.

Filter Each Data Source Individually:

For more specific control, you can filter each data source separately by following these steps:

  • Select "+Add rules" next to the account for the data source you want to filter.

  • Use conditions like "is" or "is not" to select available options from the dropdown.

  • To add multiple values in a single rule, use "is in list" or "is not in list."

  • If needed, you can add more rules for more precise filtering by clicking "+Add rules."

By combining Global Filters and individual data source filters, you can customize your dashboard's data while ensuring consistency and flexibility in your filtering criteria.

Step 4: Save and Apply the View

  • In the bottom left corner select "Save Collection

  • Enable a View using the drop down menu in the top menu bar on your Polar dashboard

You can currently apply Views that you've created on the Key Indicators, Acquisition, Retention, Products, Subscriptions, Engagement and Custom Reports tabs in Polar.


Managing Views

To Duplicate a View:

  1. Open the Views dropdown.

  2. Select "Edit" next to the View you want to remove.

  3. Choose "Duplicate" to create a copy of the View

To Delete a View:

  1. Open the Views dropdown.

  2. Select "Edit" next to the View you want to remove.

  3. Choose "Duplicate" to create a copy of the View


What filters are available on Views?

Shopify:

Note: All Shopify dimensions are now available on Views!

  • Store

  • Sales channel

  • Purchase type

  • Order ID

  • Order name

  • Order number

  • Financial status

  • Fulfillment status

  • Order tag

  • Type of products in the order

  • Customer ID

  • Customer tag

  • Customer lifetime duration

  • Customer total spent

  • POS location name

  • Shipping country

  • Billing country

  • Shipping city

  • Shipping country code

  • Shipping province

  • Shipping province code

  • Shipping ZIP

  • Billing city

  • Billing country code

  • Billing province

  • Billing province code

  • Billing ZIP

  • Order note

  • Order status URL

  • App ID

  • Processing method

  • Referring site

  • Referring source

  • Cancel reason

  • Customer locale

  • Device ID

  • Landing site ref

  • Landing site base URL

  • Presentment currency

  • Reference

  • Source identifier

Google Analytics:

  • Country

  • Channel grouping

  • Campaign

  • Source

  • Medium

  • Device

Google Ads:

  • Account Id

  • Account Name

  • Account Currency

  • Timezone

  • Campaign Id

  • Campaign

  • Campaign Status

  • Tracking Url Template

  • Device

  • Advertising Channel Type

  • Advertising Channel Sub Type

  • Channel

Facebook Ads:

  • Campaign name

  • Campaign ID

  • Adset name

  • Adset ID

  • Ad name

  • Ad ID

  • Device

  • Impression device

  • Device platform

  • Publisher platform

  • Platform position

  • Buying type

  • Objective

TikTok:

  • Campaign

  • Campaign ID

  • Platform

  • Device

Snap Ads:

  • Ad account name

  • Ad account ID

  • Campaign

  • Campaign ID

  • Device

Bing Ads:

  • Campaign

  • Campaign ID

  • Campaign status

  • Campaign type

  • Ad distribution

  • Network

  • Device

Pinterest:

  • Advertiser name

  • Advertiser ID

  • Campaign

  • Campaign ID

  • Campaign status

Criteo:

  • Account Id

  • Account Name

  • Currency

  • Device

  • Campaign

  • Delivery Status

  • Activation Status

  • Destination Environment

  • Category Name

  • Category Id

Google:

  • Account ID

  • Store

  • Account Name

  • Campaign

  • Device

  • Channel

Amazon Ads:

  • Channel

  • Campaign ID

  • Campaign

  • Campaign State

  • Campaign Type

  • Campaign Start Date

  • Campaign End Date

  • Campaign Creation Date

  • Campaign Daily Budget

  • Campaign Bidding Strategy

  • Campaign Budget Type

  • Campaign Placement

  • Campaign Portfolio ID

  • Campaign Premium Bid Adjustment

  • Campaign Serving Status

  • Campaign Targeting Type

  • Profile ID

  • Account ID

  • Account Marketplace ID

  • Account Name

  • Account Type

  • Account Sub Type

  • Account Valid Payment Method

  • Account Daily Budget

  • Timezone

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