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
Go to the Key Indicators, Acquisition, or Custom Reports tab.
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:
Open the Views dropdown.
Select "Edit" next to the View you want to remove.
Choose "Duplicate" to create a copy of the View
To Delete a View:
Open the Views dropdown.
Select "Edit" next to the View you want to remove.
Choose "Duplicate" to create a copy of the View
What filters are available on Views?
Shopify:
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:
Google Analytics:
Country
Channel grouping
Campaign
Source
Medium
Device
Google Ads:
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:
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:
TikTok:
Campaign
Campaign ID
Platform
Device
Snap Ads:
Snap Ads:
Ad account name
Ad account ID
Campaign
Campaign ID
Device
Bing Ads:
Bing Ads:
Campaign
Campaign ID
Campaign status
Campaign type
Ad distribution
Network
Device
Pinterest:
Pinterest:
Advertiser name
Advertiser ID
Campaign
Campaign ID
Campaign status
Criteo:
Criteo:
Account Id
Account Name
Currency
Device
Campaign
Delivery Status
Activation Status
Destination Environment
Category Name
Category Id
Google:
Google:
Account ID
Store
Account Name
Campaign
Device
Channel
Amazon Ads:
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