# Filtering

Filters help you control the information displayed on your dashboards. You can apply filters temporarily whilst viewing a dashboard, or set up persistent filters that remain applied across sessions.

## What you can do with filters

As a dashboard viewer:

- Apply temporary user filters to explore data on-the-fly
- Add categories from tiles to your filters by selecting them
- Use [Drilldowns](<https://help.apteco.com/en/orbit/dashboards/dashboard-drilldown/index.md>) on tiles and build complex filter combinations

As a dashboard editor:

- Apply persistent filters to specific tiles
- Enable searchable filtering across the dashboard
- Filter the entire dashboard automatically
- Provide predefined filter options for viewers to use

## Types of filters

Orbit offers six types of filters to suit different use cases:

- [**User filters**](<https://help.apteco.com/en/orbit/dashboards/filtering/user-filters/index.md>): Temporary filters that any dashboard user can apply in view mode
- [**Tile filters**](<https://help.apteco.com/en/orbit/dashboards/filtering/tile-filters/index.md>): Persistent filters applied to individual tiles
- [**Search filters**](<https://help.apteco.com/en/orbit/dashboards/filtering/search-filters/index.md>): Custom search boxes allowing viewers to search across specific variables
- [**Dashboard filters**](<https://help.apteco.com/en/orbit/dashboards/filtering/dashboard-filters/index.md>): Persistent filters that apply to every tile on the dashboard
- [**Predefined filters**](<https://help.apteco.com/en/orbit/dashboards/filtering/predefined-filters/index.md>): Pre-configured filter variables that viewers can populate with their own values
- [**Analysis filters**](<https://help.apteco.com/en/orbit/dashboards/tiles/tile-types/profiling/analysis-filters/index.md>): A special filter type that only affects profile tiles

> [!NOTE]
>
> **Example use cases**
>
> **Appeal performance analysis**
>
> Your fundraising team wants to compare how appeals perform across regions. You set up:
>
> - A dashboard filter to show only the current year's donations
> - Predefined filters for Region and Appeal for quick comparisons
> - Tile filters to highlight the top-performing channels
>
> Team members can then add their own user filters to look at specific groups of supporters, and reset them when needed.
>
> **Trustee reporting dashboard**
>
> You create a dashboard for trustees who need high-level figures without changing the data. You configure:
>
> - Dashboard filters to show only received donations
> - Tile filters to highlight key figures
> - Search filters to look up a supporter or a fund quickly
> - **Prevent Category Selection** on key tiles, so trustees can't add their categories to filters
>
> Trustees can still use predefined filters to view different time periods or regions, while the core figures stay controlled.

## How filters combine

Several filters can apply to a tile at once. How they combine depends on the type of filter:

- **Dashboard filters** apply to every tile, and stay active whatever other filters viewers use, including predefined and search filters.
- **User filters** narrow the data further, on top of the dashboard filters.
- **Tile filters** apply together with the dashboard filters, and take precedence over any conflicting user filters.
- A tile with [**Exclude User Filters**](<https://help.apteco.com/en/orbit/dashboards/tiles/tile-editor/#tile-settings>) turned on ignores user filters.
- A [Pareto tile](<https://help.apteco.com/en/orbit/dashboards/tiles/tile-types/pareto-charts/#how-pareto-filters-affect-the-dashboard>) isn't affected by user filters from other tiles.
- A **Pareto filter**, from selecting columns on a Pareto tile, applies to every other tile.
- **Analysis filters** only affect profile tiles.

When filters come from different tables, each tile applies them through its [resolve table](<https://help.apteco.com/en/orbit/dashboards/filtering/resolve-tables/index.md>). If a tile doesn't show what you expect, select **Underlying Filter** on its option menu to see every filter that applies to it. For other filter problems, see [Troubleshooting dashboards](<https://help.apteco.com/en/orbit/dashboards/troubleshooting/#other-filter-problems>).
