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  • In this lesson we will cover the basics of filters

  • including some common filters that can help improve the quality of your reports.

  • Filters provide a flexible way of modifying the data within each view.

  • You can use them to exclude data,

  • include data,

  • or actually change how the data looks in your reports.

  • Filters help you transform the data

  • so it's better aligned with your business needs.

  • During processing, Google Analytics applies your filters

  • to the raw data collected from your website or app.

  • This transformed data is what you see in the reports for each view.

  • Let's look at an example.

  • From a business perspective you probably only want to analyze data

  • from your customers and potential customers.

  • You don't want data from your employees mixed in with data from your customers.

  • You can use a filter

  • to exclude traffic from your internal employees.

  • The easiest way to do this is to create a filter

  • that excludes all of the data from the IP address for your business.  

  • As Google Analytics processes your data

  • it will ignore any data coming from that IP address.

  • You can also use a filter to clean up your data.

  • For example, sometimes a website will show the same page

  • regardless of the case of the URL

  • -- uppercase, lowercase or mixed case.

  • Since Google Analytics treats data as case-sensitive,

  • this can result in the same page showing up multiple times, based on case, in your reports.

  • To prevent this separation and see the page data in aggregate,

  • you can set up a lowercase filter to force all of the URLs to a single case.

  • Now let's dig a bit deeper into the details of setting up filters.

  • Filters are instructions to Google Analytics to transform the data within a view.

  • We call these rules "conditions."

  • If the condition is true, then Google Analytics will take some type of action.

  • If the condition is false Google Analytics won't do anything.

  • First, you need to identify the type of data you want to evaluate or change.

  • You do this by selecting the Filter Field.

  • Some common fields include User IP address, Device type or Geographic location.

  • Next, you specify the condition, or set of rules for the filter.

  • During processing, when Google Analytics finds the field,

  • it applies the condition.

  • There are many types of conditions.

  • Common ones include "matches a certain pattern," or "does not match a certain pattern."

  • For example, if you are using a country filter, your condition could be "matches United States."

  • Finally, you choose the action that Google Analytics takes if the condition is true.

  • You can select to include the data that meets the condition, exclude it,

  • or change it from its raw form into some new and more useful.

  • Remember, filters, like all configuration settings, are not applied retroactively to

  • your data.

  • They are only applied from the moment you create them.

  • To help simplify filter setup, we've divided filters into two categories:

  • Predefined Filters and Custom filters.

  • Predefined filters are templates for some of the most common filters.

  • Custom filters let you truly customize filters to fit almost any unique situation.

  • Let's go back to the examples in this lesson to see how you set up a filter field, condition,

  • and action.

  • We'll start with excluding internal traffic from your company.

  • To set up this filter, you'd select "Predefined filter."

  • For the filter field, you'd select "traffic from the IP addresses,"

  • and enter an IP address from your company that you want to exclude.

  • Select the condition "that are equal to."

  • Or, if you need to exclude a range of IP addresses, you might select "that begin with."  

  • Then, for the action, select "Exclude."

  • Once you've saved this filter and applied it to a view,

  • Google Analytics starts checking the IP addresses of traffic to the web property.

  • Any traffic data from the IPs that you've excluded in the filter

  • will be thrown out of the views to which the filter has been applied.

  • To add a filter that forces all the URLs to lowercase, you can use a custom Lowercase

  • filter.

  • First, choose the custom filter type,

  • then choose the Lowercase filter option.

  • Next, tell Google Analytics which filter field should be transformed to lowercase.

  • That's it!

  • For this particular type of filter, the condition and action are both implied

  • and don't need to be set up.

  • There are many other types of predefined and customized filters that you can use in Google

  • Analytics.

  • In addition to exclude filters and lowercase filters,

  • there are "include" filters,  

  • "uppercase" filters

  • and other advanced filters that allow you to remove, replace, and combine filter fields

  • in more complex ways.

  • It's very common to apply multiple filters to the same view.

  • But keep in mind that filters are applied in the order that they appear in your configuration

  • settings.

  • Filter order matters, because the output from one filter becomes the input for the next

  • filter.

  • Let's say you want to modify the data in a view to only include data from the United

  • States and Canada.

  • Your first reaction might be to create two Custom include filters.

  • One filter to include traffic from the United States and one to include traffic from Canada.

  • Actually, this won't work, and here's why.

  • During data processing, Google Analytics will apply the filters in the order that you set

  • them.

  • If the first filter is set to only include United States traffic,

  • the data that is output from that filter will not contain any data from Canada.

  • The solution is to instead create a single include filter that will include data from

  • United States OR Canada.

  • Once you create a filter it's added to the Filter Library for your whole account.

  • This means that you can reuse filters you've already created and apply them to any view.

  • Remember, you should always try any new filter on your test view first.

  • This helps ensure that you understand the result of your filter before applying it to

  • your master data view.

  • The filters you choose to implement will depend on your specific measurement objectives,

  • so it's important to plan first before you start setting up your filters.

  • Now it's your turn to practice creating filters.

  • Complete the activity below to apply what you've learned in this lesson.

In this lesson we will cover the basics of filters

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