Adding Dashboard Filters
Adding Dashboard Filters
Dashboard filters narrow a dashboard’s results to only the data you are interested in. Dashboard filters can apply to all tiles on a dashboard, or to only one dashboard tile.
When viewing a dashboard, you can temporarily update dashboard filter values, which doesn’t affect any other users. This differs from filters that are part of a query underlying a dashboard tile; you can’t change these filters unless you have the correct permissions.
Note
When you add a new tile to a dashboard, any existing dashboard filters are automatically applied to filterable fields on the tile.
To get started, make sure the dashboard is in edit mode and that you have at least one query tile. Click Filters in the top toolbar, and then click Add Filter.
An Add Filter window appears next.
The Add Filter Window
The Add Filter window appears pre-populated with fields (dimensions or measures) from any Explores that were used in the creation of this dashboard’s tiles.
For example, the following Add Filter window shows the Explores that are presently used in the dashboard’s tiles: the Application Events, Alerts, and Page Events.
Clicking the arrow to the left of an Explore expands the Explore to show the fields that are contained within it. To filter on a field from one of these Explores, you can use the Filter by dialog box to search for fields or manually enter a field name. You can also click a field name to add it to the Filter by dialog box:
If you select a field that is already being used by another filter, the system will alert you.
Important
While you can still create the filter, you cannot apply multiple filters that use the same field to the same dashboard tile.
Once you’ve selected the field you want to filter by, click Add.
Customizing filter configuration
Once you select a filter field and click Add, the Add Filter window shows a variety of customizable settings:
Settings tab
- Title: Enter the title of the filter as you want it to appear on the dashboard. The title option pre-populates with the name of the filter-by field.
- Control: Select from a list of control types, which vary depending on the type of data you are filtering.
- Values: To set specific value options for the filter, choose from the drop-down or enter the value options in this field. Leave blank to allow value options from the database to be surfaced, up to the maximum number of values available for that control.
- Configure Default Value: Optionally, set the default value for the filter.
Add and Cancel: Click one of these buttons to save or cancel the new filter.
Tiles to Updated tab
The Tiles To Update tab lets you determine which tiles listen to the filter. The system begins by automatically applying the filter to any tiles that were created from the same Explore as the filter and sets the value of Field to Filter to the same field as the field chosen for the filter:
Important
You can create dashboard filters that filter twice on the same field, as long as each filter is applied to different dashboard tiles. The system alerts you as shown in the blue info box in the screenshot above.
- Select All or None to turn the filter on or off for all tiles.
- In the Field to Filter section, for each tile, choose which field will be affected by the filter, or choose not to apply the filter to an individual tile.
Important
If you select a field that is already used in an existing filter, any tiles filtered by the existing filter are unavailable to the new filter.
Select Add or Cancel to save or cancel the new filter.
If any new tiles are added to the dashboard after the filter is created, if they were created from the same Explore as the filter, the dashboard filter is automatically applied to that tile.
