# 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.&#x20;

Instead of creating multiple reports, you can create reports filters to let people filter the data displayed through the tiles of a report.&#x20;

This makes your reports more interactive to end users.

## Adding a filter

To add a filter on a report:

1. Click on the "E**dit**" button in the top right corner
2. Click on "**Add a filter**" button

In the modal that opens, set your filter settings:&#x20;

1. Select the dimension you want to filter on
2. Set a name for your filter
3. Click on create

<figure><img src="https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2FKykfD3qds8GgKILTRqod%2FScreen%20Cast%202023-05-30%20at%2012.24.59%20PM.gif?alt=media&#x26;token=1ca82adb-5f19-47a4-81ae-191a795d5ec9" alt=""><figcaption></figcaption></figure>

## Updating a filter settings

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

<figure><img src="https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2FBTeAgJcB4jAWcBW9UQfg%2Fimage.png?alt=media&#x26;token=784afe5c-0114-4283-86de-fb2f7adff7ba" alt=""><figcaption><p>In edit mode, filters settings are displayed when selecting a filter</p></figcaption></figure>

### 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](https://docs.whaly.io/workspace/sharing-and-collaboration/share-a-report-by-link) or with [user attributes](https://docs.whaly.io/user-management/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

<figure><img src="https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2FXdAFLPYME7lUQA8l2WEC%2FScreen%20Cast%202023-05-30%20at%2012.45.00%20PM.gif?alt=media&#x26;token=a77118a0-f5ef-4927-8a20-34598f9014f8" alt=""><figcaption></figcaption></figure>

### **Developer Settings**

You can give an api name to your filter so you can control its value when using the report in [embedded](https://docs.whaly.io/embedding/embedding-api#access-your-filters-api-name) mode.

## Ordering filter

It's possible to order a filter on a dashboard in edit mode by drag and dropping them&#x20;

<figure><img src="https://34758050-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MC1g4I2_CgXd0qAq1P7%2Fuploads%2FHxT1xWZxJrLtRMEVQ7CD%2FScreen%20Cast%202023-05-30%20at%2012.43.09%20PM.gif?alt=media&#x26;token=916dee20-f4dc-4fa4-9f75-b6c8cefab9b7" alt=""><figcaption></figcaption></figure>
