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
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.
Step 1: Select the "+" symbol next to Views.
You can create a view on the top bar of your Key Indicators, Acquisition, or Custom Reports tabs.
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.
Important Notes:
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!
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
List of Google Analytics filters available:
Country
Channel grouping
Campaign
Source
Medium
Device
List of Google Ads filters available:
Account Id
Account Name
Account Currency
Timezone
Campaign Id
Campaign
Campaign Status
Tracking Url Template
Device
Advertising Channel Type
Advertising Channel Sub Type
Channel
List of Facebook Ads filters available:
Campaign name
Campaign ID
Adset name
Adset ID
Ad name
Ad ID
Device
Impression device
Device platform
Publisher platform
Platform position
Buying type
Objective
List of TikTok filters available:
Campaign
Campaign ID
Platform
Device
List of Snap Ads filters available:
Ad account name
Ad account ID
Campaign
Campaign ID
Device
List of Bing Ads filters available:
Campaign
Campaign ID
Campaign status
Campaign type
Ad distribution
Network
Device
List of Pinterest filters available:
Advertiser name
Advertiser ID
Campaign
Campaign ID
Campaign status
List of Criteo filters available:
Account Id
Account Name
Currency
Device
Campaign
Delivery Status
Activation Status
Destination Environment
Category Name
Category Id
List of Google Sheet filters available:
Account ID
Store
Account Name
Campaign
Device
Channel
List of Amazon Ads filters available:
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