Filter a dashboard
In some situation you might want to create slight variations of the same report, for example to change the observed period or the current customer.
Instead of creating multiple reports, you can create reports filters to let people filter the data displayed through the tiles of a report.
This makes your reports more interactive to end users.
Adding a filter
To add a filter on a report:
Click on the "Edit" button in the top right corner
Click on "Add a filter" button
In the modal that opens, set your filter settings:
Select the dimension you want to filter on
Set a name for your filter
Click on create
Updating a filter settings
Filters can be customised in a lot of ways in order to make your dashboard more interactive
Filter settings
Name: the display name of the filter
Dimension: which dimension the filter is based on. When selecting "default time field", the filter will automatically filter charts on their dimension selected as the time.
Display filter: select if you want to hide the filter from the report, preventing users to update the filter value. It is useful when used with sharing links or with user attributes, in order to give a different default value to a filter based on the sharing link or on the user viewing the dashboard.
Render options
Render options will be different when the filter is based on a date dimension or not.
For time dimensions
Defaults to: can be set to predefined value to select a dimension or user attributes to select the value of a user attribute
Default value: the filter default value
For other types of dimensions
Filter value: the displayed dimension value of the filter. Is is used when you want the filter to filter on an id but to display a label instead
Filter type: single value or multiple values
Requires a value: can be set when filter type is "single value"
Defaults to: can be set to predefined value to select a dimension or user attributes to select the value of a user attribute
Default value: the filter default value
Autocomplete limit: set the limit for the number of autocomplete values to fetch. Min is 0, max is 50'000, defaults to 5'000
Tiles to update
Select wether a filter should update a specific chart, and on which dimension to apply the filter
Controlled by
Manage filters that should restrict the autocomplete values of this filter
Developer Settings
You can give an api name to your filter so you can control its value when using the report in embedded mode.
Ordering filter
It's possible to order a filter on a dashboard in edit mode by drag and dropping them
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