Skip to content

User filters

User filters can be temporarily applied to all tiles on a dashboard, helping you explore data on-the-fly.

The User Filters section of the Filters panel, with + Add Filter and Reset, and a Bookings group holding a Destination filter set to is any of Sweden. The group and the filter each have a bin icon

Any dashboard viewer can add, modify, and reset these filters without affecting the underlying dashboard setup or other users viewing the same dashboard.

You can add a user filter in three ways:

Note

If you need filters to persist across sessions, then ask your dashboard editor to set up dashboard filters or predefined filters.

Prerequisites

To create user filters, make sure Allow Filter By Dimension is enabled in Application Settings > Dashboard Settings.

Adding a user filter

You can add user filters directly from the Filters side panel to filter the entire dashboard.

Note

A blue dot appears on the Filters button when filters are active.

  1. Open your dashboard in view mode.

  2. Select Filters.

    The Filters button at the top right of a dashboard, with a blue dot, next to the Edit button

  3. Under User Filters select + Add Filter.

  4. Search for and select the criteria you want to filter by, such as a variable, an audience, a file, a behaviour, or an expression. See Add and edit filters.
  5. Select Apply.
  6. Modify existing user filters. See Editing existing filters.
  7. Select Close.

Note

If your filter doesn't affect a tile, then there may be conflicting Tile filters applied. Tile filters are set by dashboard editors and take precedence over user filters. A blue dot on the tile's option menu indicates an active tile filter. The editor may also have turned on Exclude User Filters for the tile, so it ignores user filters. See How filters combine.

A profile tile with its option menu open, showing Sort Order, Code & Desc View, Underlying Filter with a blue dot, and Export Chart

Adding user filters from tiles

You can select categories directly on a tile and add them to your user filters, making it easy to build filters as you explore your data.

Note

An orange information icon next to a tile's title tells you how you can use it. Hover over it to see, for example, This tile is not selectable, where the dashboard editor has turned on Prevent Category Selection, or Select categories on the chart to drill into the data, where the tile has a drilldown.

To filter by categories on a tile:

  1. Find the tile you want to filter by.

  2. Select one or more categories.

    Tip

    To select a category whose bar is too small to select easily, select its label on the axis instead.

  3. In the selection box, expand the option menu.

    Tip

    You can reposition the selection box using the arrows icon.

  4. Select Add To Filter to filter to those categories, or Exclude From Filter to filter them out. Then choose what to filter by:

    • The tile's dimension, such as Product: Filters by only the categories you selected
    • These, followed by a table, such as These Bookings: Filters by the records the tile shows, including any drilldown levels you've drilled through and any tile filter. The rest of the dashboard then matches the tile.

    A drilled-down Booking Date tile with two categories selected, the selection box option menu open on Add To Filter, and a submenu offering Product and These Bookings

The categories are added to your user filters. Categories you exclude appear as Is none of.

Note

Excluded selections are grouped together at the end of the filter clause, separate from Is any of inclusions. Multiple exclusions are combined with OR logic, so they're treated as a single Is none of set rather than as separate AND conditions.

Resetting user filters

You can reset user filters to return the dashboard to its default view.

To reset user filters:

  1. Select Reset All.

    The Reset All button between the Filters and Edit buttons at the top right of a dashboard

  2. Alternatively, select Reset in the Filters side panel.

    The Reset link next to + Add Filter in the User Filters section of the Filters panel

All user filters are removed from the dashboard.

Note

Predefined filters remain in the side panel after resetting, but you need to add values again to reapply them.