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.

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.