Working with filters

Configure any filter through the 'Select Filter' dialogue.

Tip: If you create filters with multiple conditions or complex logic, document them in the dashboard description or tile notes so others understand the filtering logic.

Selecting a filter

The Select Filter dialogue opens when you click + Add Filter in:

  • The filters side panel (for User, Search, Dashboard, Predefined, or Analysis filters)

  • The Filters tab on a tile (for Tile filters)

Searching for filter criteria

The Search tab lets you find and select criteria to filter by.

Under the Search tab are the three main filter component types.

  • Variables: Data fields from your system

  • Audiences: Pre-defined groups of records

  • Files: Uploaded lists of values

Tip: The search bar searches through all filter components and displays a result count under each one.

Editing existing filters

You can add and remove values to filters without recreating them.

To remove values from a filter:

  1. Locate the filter.

  2. Click the x next to the value you want to remove.

The value is removed and the filter updates immediately.

Tip: This is useful when you want to refine a filter gradually rather than rebuilding it from scratch.

To add values to a filter:

  1. Locate the filter.

  2. Click + Add Values.

  3. Select or input additional values.

  4. Click Apply.

The new values are added to the existing filter.

User filters