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Add "use as table/panel filter" option to right-click menu in Freeform tables (and other places)

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Community Advisor

7/6/23

Description -

Building and using Segments in AA and Filters in CJA can be a daunting task. While there are many options available already to build Segments and Filters, there is always at least one more step required to apply them. Because of this, I want to propose a new right-click action in Analysis Workspace that builds and applies Segments and Filters with only one click.

Why is this feature important to you -

When it comes to enabling non-technical users to conduct advanced analysis, every click counts and unclear functionality will create friction and lower adoption. While the process to create a Segment is quick already, having to find the Segment after its creation and dragging it to the right place in Workspace can be a point of friction. Having a one-click user flow would allow users to explore data more freely and continuously expand the depth of their analysis by adding more and more Segments and Filters to a Panel from within visualizations.

How would you like the feature to work -

In Freeform tables, highlighting and right-clicking on rows of a table would show two new options: "Use as table filter" and "Use as panel filter":

FrederikWerner_0-1688654683922.png

Selecting "Use as table filter" would build the Segment and automatically apply it across all columns of the table, like this:

FrederikWerner_1-1688654720527.png

Selecting "Use as panel filter" would also build the Segment, but apply it to the full Panel instead:

FrederikWerner_2-1688654758439.png

The "Use as panel filter" option could also be applied in many other visualizations, like the Flow, Fallout, or Cohort table. This would allow users to build a sophisticated list of Panel filters without much work.

Current Behaviour -

Many clicks, much frustration