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 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 five types of filters to suit different use cases:

  • User filters: Temporary filters that any dashboard user can apply in view mode.

  • Tile filters: Persistent filters applied to individual tiles.

  • Search filters: Custom search boxes allowing viewers to search across specific variables.

  • Dashboard filters: Persistent filters that apply to every tile on the dashboard.

  • Predefined filters: Pre-configured filter variables that viewers can populate with their own values.

  • Analysis filters: Special filter type that only affect profile tiles.

Marketing campaign analysis

Your marketing team wants to analyse campaign performance across different regions. You set up:

  • A dashboard filter to show only the current year's data

  • Predefined filters for Region and Campaign Type for quick comparisons

  • Tile filters to highlight top-performing channels

Team members can then add their own user filters to drill into specific customer segments and reset them when needed.

Executive reporting dashboard

You create a dashboard for executives who need high-level insights without data manipulation. You configure:

  • Dashboard filters to show only completed transactions

  • Tile filters to highlight key metrics

  • Search filters for quick product or customer lookups

  • Prevent Category Selection on tiles to maintain data integrity

Executives can still use predefined filters to view different time periods or regions while the core data presentation remains controlled.

Working with filters