Your dashboard shows data for everyone, across all devices and time periods, by default. But the most useful insights often come when you narrow that view, focusing on a specific date range, a particular device type, or a defined group of users. This article covers how to do exactly that, and how to control what happens when you layer filters and segments together.
What your are analyzing and why it is important
Filtering your dashboard means focusing all your widgets on a specific context at once, without rebuilding each widget individually. This helps you move faster, ask sharper questions, and get to insights that are actually relevant to what you're working on.
For example, you might want to:
- Check how your key metrics looked during a specific campaign period.
- Understand whether a problem is happening across all devices or just on mobile.
- See how a specific group of users, like first-time visitors or users who abandoned checkout, behaves across all your metrics.
How filter your dashboard
You can filter by:
- Time period: The date range your widgets display.
- Device type: Desktop, mobile, or tablet.
- Segment: A specific group of users, such as new visitors or users who completed a purchase.
To apply filters:
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Set your preferred time period, device type, and/or segment in the Analysis context.
- Click 'Apply'.
All widgets will update immediately. To reset, clear your selections from the Analysis context bar.
Note
Each dashboard has its own Analysis context settings, adjusting filters on one dashboard won't affect any others in your project widgets will update immediately.
How to use segments in your dashboard
When you apply a segment in the Analysis context, you can control how it interacts with segments that are already set up in your individual widgets. This is called Segment logic, and you'll find it under Dashboard parameters.
To change this setting:
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Click the more options menu (...) at the top right of your dashboard and select Dashboard settings.
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Choose either Override or Intersect.
- Choose whether to apply this to the current dashboard only, or to all your dashboards.
Override (set by default)
Override is set as the default dashboard setting. The segment you apply in the Analysis context replaces the segment already set in each widget. Only the Analysis context segment applies.
Example: A widget is set to show 'New users'. You apply a 'Returning users' segment in the Analysis context. With Override, the widget shows Returning users only, the New users setting is temporarily ignored.
Use Override when you want to:
- Switch your entire dashboard to a completely different audience in one click.
- Apply one consistent segment across all widgets, for example for an executive view.
- Quickly test how a single segment performs across multiple metrics.
Intersect
The segment you apply in the Analysis context is combined with each widget's existing segment. Both conditions must be true, so you only see users who match both.
Intersect applies to segments only. Any device filter set in the Analysis context will always override the widget's device setting, regardless of this choice.
Tip
Intersect works best when your segments can genuinely overlap. For example, New users who also abandoned checkout. If you combine segments that are mutually exclusive, like New users and Returning users, your widgets will show no data because no user can match both at once. If you're seeing empty results after applying Intersect, this is the most likely reason, just switch to a different segment combination and you're good to go.
Example: A widget is set to show New users. You apply a Sessions without transactions segment in the Analysis context. With Intersect, the widget shows only users who match both, helping you see whether first-time visitors are specifically struggling at checkout.
Use Intersect when you want to:
- Layer a new condition on top of what's already configured in your widgets.
- Narrow down to a very specific group of users.
- Start broad and progressively focus down.
This setting is saved with the dashboard and shared with anyone you give access to. Only the dashboard owner can change it.