Filtering the Deal Health dashboard
Apply, save and reuse filters by campaign, creative, inventory and deal owner.
The 'Filter' section at the top of the Deal Health dashboard filters the data in every widget and chart across the dashboard.
- Once you apply a filter, or a combination of filters, it stays in place as you move between tabs.
- You can use filters to include or exclude information. Each filter window has 'Include' and 'Exclude' tabs.
Please note: in the filter labels, 'Deal ID' is the Campaign ID and 'Line ID' is the Deal Line ID.
Campaign filters
These filters use campaign and deal line information.
| Filter | What it filters by |
|---|---|
| 'Start Time Local' | Date range |
| 'Deal Name' | Campaign name |
| 'Deal ID' | Campaign ID |
| 'Line ID' | Deal Line ID |
| 'DSP Name' | DSP |
| 'Deal Status' | Status. For 'Ended' status, you only see campaigns that have ended in the last 60 days |
| 'Deal Type' | Guaranteed, Non-Guaranteed Fixed, or Non-Guaranteed Floor |
| 'Deals Lasting > 90 Days' | Always On campaigns, meaning those lasting more than 90 days |
Creative filters
These filters use creative metadata, which is generated when a creative is uploaded and moderated. They are helpful for tracking Always On campaigns.
| Filter | What it filters by |
|---|---|
| 'Creative Advertiser Name' | Creative Advertiser |
| 'Creative Brand Name' | Creative Brand |
| 'Creative Product Category Name' | Creative Product Category |
| 'Creative ID' | Creative ID |
| 'Creative Agency Name' | Creative Agency |
| 'Creative Specialist Name' | Creative Specialist |
| 'DSP Agency ID' | The Agency ID shared by the DSP |
| 'DSP Advertiser Name' | The Advertiser name as stored in the DSP |
Inventory filters
These filters use frame-level metadata.
| Filter | What it filters by |
|---|---|
| 'Frame ID' | Frame ID |
| 'Product Format Name' | Frame Product Format |
| 'Environment' | Frame Environment |
| 'Venue Taxonomy' | Frames in a specific venue type |
| 'City' | Frames in a specific city |
| 'Business Area Name' | Business Area |
Custom filters
These filters are designed for analysing Programmatic Guaranteed (PG) campaigns, VIOOH Select campaigns, or both.
| Filter | What it does |
|---|---|
| 'Latest Allocation' | Shows data since the latest allocation when you analyse PG campaigns. Use it if you have reallocated a deal line |
| 'Loss Reasons' | Filters by loss reason when you set up loss reason alerts on the 'Alerts' tab. See The Alerts tab: loss reason alerts |
| 'Deal Owner' | Separates your own campaigns from VIOOH Select campaigns. See the next section |
| 'Timezones' | Changes the timezone the data is shown in. Use it if your market covers more than one timezone |
Excluding VIOOH Select revenue
By default, you see aggregated revenue values, which include revenue generated by VIOOH Select.
- Open the 'Deal Owner' filter.
- Select the 'Exclude' tab.
- Select
VIOOH_SELECT. - Select 'Apply'.
Important: for accurate multi-market revenue information, use the Deal Health dashboard, not QuickSight.
Tip: the 'Deal Owner' filter is also available in the Proof of Play dashboard.
Filtering from a chart or table
You can filter the entire dashboard by a value shown in a chart or table, such as a Deal ID, an address or a Frame ID.
- Right-click the value, for example a Deal ID in the 'Revenue by DSP' pivot table.
- Select 'Filter'.
The table, and the rest of the dashboard, update to show data for that value only. A blue border appears around the table. The filter stays in place when you move to another tab.
Tip: this is the quickest way to troubleshoot a single Guaranteed campaign. See Troubleshooting an underpacing Guaranteed campaign.
Quick filters
Some charts, such as 'Revenue by Hour', show quick filters on the right-hand side of the chart.
- Double-click a quick filter to show only that value.
- Click a quick filter once to remove that value.
Saving a filter combination
Save a combination of filters as a view, so you can apply it again without reselecting each filter.
- Apply your filters.
- Select 'Save view', or open 'Select view' and select 'Save view'.
- Enter a name for the filter combination.
- Select 'Save'.
To rename or delete a saved view, select 'Manage views'.
Tip: to reset the dashboard, open the view drop-down menu and select 'Reset Liveboard'.
Next page
Working with Deal Health charts and tables — Drill down, explore, pivot, sort, change time buckets and view underlying data.
If you need more help, see Contacting support.