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Filtering Your Media Plan

When working with media plans containing multiple placements, managing that data can be difficult.  Filtering provides a way to for you to look at subsets of data to focus on what you need.  Filtering can also be combined with batch updating data to create a powerful and efficient method for managing your data.

When you apply a filter to a campaign, Bionic will remember that filter for you the next time you are in that campaign.  Filters are specific to you and the campaign they are applied to.

 

Create a Filter

To define your filter, press the Filter button located at the top left of your media plan.

FilterButton.png

 

Identify the specific fields you wish to filter on.

FilterOptions.png

You can select the header checkboxes to select all fields within the header, or checkmark specific fields as needed.

Once the fields are selected, press Next to define the filters for each field.

Each field selected on the prior screen will be displayed along with the Operator and Value used to define the filter.

The Operator will control the rule the value needs to follow.  Depending on the type of field you are working with, the Operator will contain different values.

When applicable, you will enter 1 or more Values in the value box.

Filtering.png

 

When a field is populated with known scope of data, such as Vendor, you will be presented with a list of values to choose from.

VendorList.png

Date values will allow you to select from a calendar or manually enter a date.

FilterDate.png

 

Rate and Quantity fields will allow you to manually enter a number.

If you need to remove fields in your filter,  you can click the x.png located next to the filter options you have selected.

RemoveFilterOptions.png

Another way to remove and/or add fields in your fliter is to click on the Select Fields To Filter option.

 

Press Apply to apply the filter to the media plan.

 

Only the matching results will be displayed in the media plan.

FilteredPlan.png

 

 

Edit A Filter

To edit a filter, click on the Filtered button.

EditFilter.png

 

You will be returned to the Filter screens and can follow the same process as described above.

 

Remove A Filter

Click on the X in the Filtered button.

RemoveFilter.png

The media plan will automatically update to display all media plan line items.

 

 

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