Creating Views is a great way to map several data sources together and create custom filters for your dashboards. 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
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.
Step 1: Select the "+" symbol next to Views.
Step 2: Select "Create a view item".
You can think of the view item as the specific criteria that you'd like to filter for (in this example, we would create a view item for each country).
Step 3: Add your data source(s) for that view item.
Adding in data source(s) will enable your View to pull in the necessary data to your dashboard. You can add as many data sources as you'd like to your view items.
Make sure you've selected the correct account using the checkboxes if you have multiple accounts for each source.
If you'd like to see data for all sources, you'll need to ensure to add each of them within each view item. For example, if you only add Shopify as a data source, once the View is selected, all the metrics from other data sources will be at 0.
Step 4: Repeat Steps 2 & 3 for any additional view items you need.
Step 5: Add filters to your view item.
If you select in the rules "is" or "is not", you will get a drop-down list with all the possible options for that source and that filter. You can also add multiple values in the same set of rules with "is in list" or "is not in list".'
Step 6: Apply the View by selecting it within your dashboard.
You can currently apply Views that you've created on the Key Indicators, Acquisition, Retention, Products, and Custom Reports tabs in Polar.
How to delete a View:
You can easily delete a view by selecting "edit" from the View dropdown and deleting the View item.
What filters are available on Views?
List of Shopify filters available:
Note: All Shopify dimensions are now available on Views!
Type of products in the order
Customer lifetime duration
Customer total spent
POS location name
Shipping country code
Shipping province code
Billing country code
Billing province code
Order status URL
Landing site ref
Landing site base URL
List of Google Analytics filters available:
List of Google Ads filters available:
Tracking Url Template
Advertising Channel Type
Advertising Channel Sub Type
List of Facebook Ads filters available:
List of TikTok filters available:
List of Snap Ads filters available:
Ad account name
Ad account ID
List of Bing Ads filters available:
List of Pinterest filters available:
List of Criteo filters available:
List of Google Sheet filters available:
List of Amazon Ads filters available:
Campaign Start Date
Campaign End Date
Campaign Creation Date
Campaign Daily Budget
Campaign Bidding Strategy
Campaign Budget Type
Campaign Portfolio ID
Campaign Premium Bid Adjustment
Campaign Serving Status
Campaign Targeting Type
Account Marketplace ID
Account Sub Type
Account Valid Payment Method
Account Daily Budget