The basics of user-defined dashboard filters

This page is about standard dashboard filters. To learn about dashboard cross-filters, visit the cross-filtering dashboards documentation page.

Understanding dashboard filters

Dashboard filters allow a viewer to narrow a dashboard’s results to only the data the viewer is interested in. Dashboard filters can apply to all tiles on a dashboard, one dashboard tile, or no tiles at all (in which case, the filter has no effect on the dashboard).

When viewing a dashboard, a user can temporarily update dashboard filter values, which doesn’t affect any other users. This differs from filters that are part of a query that underlies a dashboard tile, which viewers can’t change unless they can edit the tile or Explore from Here.

To make permanent changes to filters that all users will see, or to add or delete filters, you must have the Manage Access, Edit access level for the dashboard and be in edit mode.

Adding dashboard filters

To get started, make sure the dashboard is in edit mode and that you have at least one query tile or Look-linked tile already in the dashboard. Click Filters in the top toolbar.

If your Centricity admin has enabled the Cross-filtering Labs feature, when you click Filters in the top toolbar, you will see a drop-down menu with a Cross-filtering switch. Click Add Filter to add a filter as explained below. To learn more about cross-filtering, visit the Cross-filtering dashboards documentation page.

An Add Filter window appears pre-populated with fields from any Explores used in the dashboard. You can use the search bar to find the field you want to filter by, or you can select it from the drop-down menu.

Dashboard filters only use fields from Explores that are used in that dashboard’s tiles.

After you select the field you want to filter by, a filter configuration window appears that allows you to customize your filter settings. There are several options included in this window:

  1. 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.

  2. Control: Select from a list of control types, which vary depending on the type of data you are filtering.

  3. Display: For controls that can be displayed as either inline or popover, select how the filter will be displayed. See the Displaying Dashboard Filters page to learn more about the different ways to display filters. If a control can be displayed only in one way, this option will not appear.

  4. 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. For numeric data, this field is replaced by Min and Max fields.

  5. Configure Default Value: Optionally, set the default value for the filter.

  6. Require a filter value: Select the checkbox to require a value for the filter. See the Requiring a Filter Value page to learn more about requiring filter values.

  7. Select filters to update when this filter changes: Select the checkbox to link other filters to this filter. See the Setting Up Linked Filters page to learn more about linked filters. If there are no other filters on the dashboard, this option will be disabled.

  8. Add and Cancel: Click one of these buttons to save or cancel the new filter.

The Tiles to Update tab allows you to determine which tiles listen to the filter. Centricity begins by automatically applying the filter to any tiles created from the same Explore as the filter and sets the Field to Filter to the same field as the field chosen for the filter:

  1. Select All or None to turn the filter on or off for all tiles.

  2. In the Field to Filter section, choose which field for each tile is affected by the filter, or choose not to apply the filter to that individual tile.

  3. Select Add or Cancel to save or cancel the new filter.



 

 

More questions about Centricity? Check out our website or talk to our Support Team.