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:

1. Click on the "Edit" button in the top right corner

2. Click on "Add a filter" button

In the modal that opens, set your filter settings:

1. Select the dimension you want to filter on

2. Set a name for your filter

3. Click on create

Updating a filter settings

Filters can be customised in a lot of ways in order to make your dashboard more interactive

In edit mode, filters settings are displayed when selecting a filter

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