Setting up a filter
Filters are a great way to set up a list of companies, topics, or other entities to follow. Once you are comfortable with them, you can set up very sophisticated filters to create extremely relevant results.
This walkthrough will step you through the process of setting up your first Filter. Included in the walkthrough are specific insights on how to create a focused filter using typical entities that can be excluded as part of defining the filter.
The simplest filter is a list of companies, people or topics. This list can then be filtered within the Filter definition to produce the most relevant results.
Table of Contents
Initial Search
The easiest way to create a filter is to decide what the main focus of the Filter will be and use that to initially establish the definition.
Using the top search bar, find your initial entity.
Click on the desired search result, in this case, the Industry Sector Textiles, Apparel & Luxury Goods.
Create your filter
Once you have your initial search result, the Left Menu will be updated to include everything you can do with that entity, including adding it to a filter.
Clicking on + ADD TO Filter will bring up the add to filter menu which allows you to add the current entity to any of your personal filters or create a new filter.
Note
The Add to Filter menu will show you where you already have that entity in a filter
Since we are looking to create a filter, scroll to the bottom of the list and click on + CREATE FILTER.
Enter the name for your new filter.
Click on SAVE in the lower right of the box and this will create your filter and automatically include the entity you used to start the process.
Tip
You can repeat the process of searching and adding the results to your filter if there are more entities you would like to include. The only difference is that instead of scrolling to the bottom to create the filter, find the filter you previously created in the list, select it and then hit SAVE. Repeat for every entity you want to include.***
Find and Edit your Filter
After saving your new filter, it will be added to the Filter drop down menu that is part of the Top Menu Bar.
Clicking on the filter name will take you to the news feed for that filter.
At this point, you can open up the Filter editor by clicking on the EDIT tab above the news feed.
This will bring up the Filter Editor loaded with your current Filter definition
Initial Filter Cleanup
When creating a new filter, there are ways to initially remove a significant amount of noise from the Filter. Start by opening up the Filter editor (If you are going through the walkthrough, the editor is already open).
Notice that the first and only box in the editor contains the entity or entities you initially used to create the filter.
Tip
At this point you might want to set the relevance setting for your initial entities to High. This will improve the relevance of the results you get in the filter.
Now we are going to add a Not Box to the filter to exclude specific types of articles from appearing in the Filter. Click on the blue + AND button underneath the initial Filter stage box.
The first thing you will want to do is to turn this into a Not Box by clicking on the ANY OF THESE box in the upper left corner flipping it to NONE OF THESE.
Anything you add to this Filter stage box will be excluded from the news feed results.
Recommended items to add are:
- Typically Excluded - This is a special entity that includes specific entities that normally should not be included in the results. These include Violent Crimes, Company Filings, Sports, Accidents, Analyst Ratings, etc.
- Blogs & Social Media - This will exclude blog posts, Twitter postings, and other Social Media articles.
- Aggregated News - This entity will remove articles that are associated with publishers that aggregate news posted on other sites.
Once this is complete, click back on the NEWS tab above the Filter editor display to view your new Filter.
Summary
You now have a basic Filter free of the most common causes of noise. For further refinements click on How to fine tune your filter.
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