Using dashboard filters

Dashboard filters can be used to constrain the data on a dashboard, they can be added at the time of creating the dashboard by an administrator or you can add filters using the categories on a tile.

A filter applied on one tile will constrain the rows and data in all the tiles

• To apply a filter to the dashboard as an administrator use the filters panel when in edit mode, for example to limit the data within a date range

The filter will display as a read-only filter in the filter panel

User Filters

When using a dashboard select categories in a dimension on a tile to add or remove from the current selection then click the Add to filter

A filter block appears in the filters panel under User Filters with chips representing each category.

Multiple filters applied

Creating a Predefined Filter

To create Predefined Filter:

• Set the dashboard in Edit mode

• In the Predefined Filters area click Search Data

• Select a Variable to use as a Filter, in this example "Product" from the Bookings table

• Save the dashboard

To use the filter:

• The User Filters area shows the new predefined filter

• Click Add Values

• Select a Category, in this example "Package Holiday"

The dashboard is filtered using the selected Category, a new more useful tile can be added to the dashboard

Edit a filter

Click on any chip to open a selection view to add or remove data, in this example we selected the less than 10k category to add to the filter

The additional data is added to the selection and will affect the whole dashboard count

You can click the ellipsis to show the delete icon to remove the filter block

Click the x on a chip to remove the category

Filters on Tablet and Mobile

• The filters panel is hidden on tablet and mobile devices, click the Filters button to show the panel.

• Click Close to close the Filters panel