Users can filter a dataset in the goal creation tool, decreasing goal page set-up time and promoting catalog simplicity.
For example, the dataset we'll filter on is Seattle Crime Stats, categorized by police precinct and types of crime.
Let’s say we want to create a goal that measures burglaries over time in various police beats.
First, create a new goal and describe the measurement in the Prevailing Measure Definition. This process doesn’t change.
In the Prefilter Dataset section, instead of creating a goal based on the entirety of the dataset (Use As-is), select Filter Data First and click Next:
In the Filter Conditions section, in the text box labeled Column, start typing the category containing the subset of data. It will auto-populate with possible category headers. Next, select the Value from that category on which you’d like to filter.
Again, the field will auto-populate.
After completing Column and Value fields, the tool will return the number of entries in the category that match the criteria entered in the Value field.
Click the button to add a criteria to the filter. For instance, adding a similar field like “Robbery” increases the number of returned entries from 3875 to 7750.
Add another set of filter criteria by clicking the button, for instance, to see only the burglaries that were reported in Police Beat C1. You can see this combination of criteria reduces the total number of returned fields to 76.
Click Next. From here, walk through the remaining sections of the goal creation wizard as usual. Click Finish and Save to see the chart, target and calculated status.
To create a goal using a different subset of information from the same dataset, enter Edit mode and click Save As. Give your new goal a name and select the appropriate dashboard.
Enter your new goal in Edit mode, navigate to the Filter Conditions section and adjust the filter criteria to reflect your new goal. In this example, we’ve modified our crime type from “Burglary” to “Motor Vehicle-Theft” and “Larceny-Theft.”
Walk through the rest of the goal creation wizard and click select Finish, then Save. Remember to change the target value and verbiage of your new goal if it differs from the original.