Using the Filter Menu in Almanac Dashboards

Learn how to narrow your data view using location and site type filters in the dashboard.

Overview

The Filter menu in Almanac dashboards lets you narrow down your view to specific stores based on location or site type. This makes it easier to analyze performance trends across select regions or store categories.

Accessing the Filter Menu

To open the Filter menu, click the filter chip located in the top left of the dashboard — next to your brand name (e.g., "All Belk stores"). This will slide in the Filter menu from the right-hand side of the screen.

Saved Filters vs. New Filters

There are two tabs in the Filter menu:

• Saved Filters: Quickly reapply any filters you’ve created and saved earlier.
• Create New Filter: Set up a custom filter from scratch.

Creating a New Filter

When you create a new filter, you can choose from two main filter types:

1. Location

• State: Select one or more states to view store performance limited to those regions.
• City: Filter down to specific cities. Search and select the cities you're interested in.

2. Site Type

Choose from types such as Outlet, Power, Standalone, Regional Center, etc. This helps you focus on how stores perform based on the type of retail site they're in.

Once you've chosen your filter settings, you can:

• Rename the filter for easy reference (e.g., “Outlet Stores in Florida”).
• Apply the filter to update the dashboard view immediately.
• Cancel to discard the changes.

Example Use Case

If you want to focus only on stores located in outlet malls, create a Site Type filter, select “Outlet,” and apply. Your dashboard will then show data relevant only to those stores.