User filters

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

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

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.

To add a user filter:

1. Open your dashboard in view mode.

2. Click Filters.

   

3. Under User Filters click + Add Filter.

4. Search for a select the criteria you want to filter by. See Working with filters.

5. Click Apply.

6. Modify existing user filters. See Editing existing filters.

7. Click 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.

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: Some tiles may have category selection disabled by the dashboard editor. These tiles display an orange warning tag stating 'This tile is not selectable'.

To filter by categories on a tile:

1. Find the tile you want to filter by.

2. Select one or more categories.

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

   

   Tip: You can reposition the selection box using the arrows icon.

   Note: If a tile has an underlying tile filter already applied or you’re viewing Drilldowns of your data, you can choose to add these to your user filters by clicking Filter to these X, applying it to the whole dashboard.
   
   

4. Click Add X to Filter to add the categories to the user filters.

The selected categories are added to your user filters.

Resetting user filters

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

To reset user filters:

1. Click Reset All.

   

2. Alternatively you can click Reset in the Filters side 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.

Tile filters