In this 30-minute Lambda Lab, our VP of Products, Stewart Rogers, shows you how to add filters to your reports and dashboards. We highlight the different types of filters and how they flow from Ad Hoc Views to Dashboards. We also set the table for a follow-up session on Advanced Filtering.

1. Erin Melvin - Moderator
Learning and Development Manager
Stewart Rogers - Presenter
VP, Products
Lambda Lab
Using Filters For Better Reporting And Insights

2. What is Zoola Analytics
2
Zoola Analytics is an award winning, cloud-based reporting and analytics solution
that allows you to prove the impact of your Learning. Zoola gives complete and
secure access to your data, stunning reports and dashboards, embedded reports,
and automated delivery. Zoola Analytics is built for Moodle, Totara Learn, and
xAPI-conformant systems.
● Complete access to all your data including custom fields and tables,
● Choose from a library of over 30 out-of-the-box report and dashboards
● Use the drag and drop designer to create your reports and dashboards,
● Embed your reports and dashboards in your LMS, or
● Schedule them to automate the delivery to your stakeholders

3. Agenda
● Review the basics of what filters are and how they work
● Be able to add filters to Ad Hoc Views and Reports
● Be able to add filters to Dashboards
3

4. The Zoola Information Hierarchy
4
Data Connections Data Sources Ad Hoc Views Reports Dashboards
This is the definition of the connection to your database.
Only visible when you are creating Data Sources.

5. The Zoola Information Hierarchy
5
Data Connections Data Sources Ad Hoc Views Reports Dashboards
A metadata layer that provides a clean view of the
database. A Data Source allows you to control access
to the data based on security permissions.

6. The Zoola Information Hierarchy
6
Data Connections Data Sources Ad Hoc Views Reports Dashboards
An Ad Hoc view is used to explore, analyze, and
visualize the data provided by the Data Source. Ad Hoc
Views are used to create Reports and Dashboards.

7. The Zoola Information Hierarchy
7
Data Connections Data Sources Ad Hoc Views Reports Dashboards
Reports are finalized versions of Ad Hoc Views intended for
presentation and analysis purposes, allowing stakeholders
to interact with data and export the final result.

8. The Zoola Information Hierarchy
8
Data Connections Data Sources Ad Hoc Views Reports Dashboards
Dashboards combine Reports to deliver an at-a-glance and
interactive summary of information for users to view the
state of their Learning.

9. Filters
9
Filters are used in reporting, analysis, and planning to restrict data. Filters are graphical
widgets that Zoola displays with the report and dashboard. Filters perform the following
functions:
● Prompt the user for input
● Validate the format of the input
● Pass the input to the report
Three Types:
● Filters (added to Data Sources and Ad Hoc Views)
● Input Controls (similar to Filters, but introduced at Reports to customize filters)
● Parameters (similar to Filters, but introduced at Dashboard for enhanced data interaction)

10. A filter on one or more columns reduces data that is not needed or wanted in
reports based on the Data Source. Putting often-used filters in the Data
Source design avoids the need for each user to define filters independently
and also reduces the chance for errors.
Data Source Pre-Filters
10
Advanced
● Data Security

11. Ad Hoc View Filters
11
Advanced
● Pre-Filters
● Custom Filter
Expression
Ad Hoc View Filters allow the user to interact with the data to narrow their
view.

12. Report Filters
12
Report Filters allow the user to interact with the data to narrow their view.
Advanced
● Using Input Controls
● Create your own
Input Control

13. Dashboard Filters
13
Dashboard Filters allow the user to interact with the data to narrow their
view. When you add a report that has filters to a dashboard, the filters don’t
appear on the dashboard until you explicitly add them, one-by-one.
Advanced
● Hyperlinks
● Create your own
Input Control

14. Training

15. Zoola Trial
15

16. Sign up for our monthly
Zoola Analytics Newsletter
16

17. Phone: +1.877.694.5289
Web: techsupport.lambdasolutions.net
Email: support@lambdasolutions.net