Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard’s data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.
Multiple cross-filters can be created at one time, and cross-filters can be used in conjunction with standard dashboard filters.
Enabling cross-filtering on dashboards
All dashboard tiles must be created from the same Explore for cross-filtering to be turned on successfully.
You can turn on cross-filtering on a dashboard with the following steps:
Make sure you have the Manage Access, Edit access level for the dashboard.
Enter the dashboard’s edit mode by selecting Edit dashboard from the three-dot dashboard menu.
Once in edit mode, click Filters in the purple toolbar at the top of the dashboard, and then enable the Cross-filtering switch.
If the dashboard contains any unsupported visualization types, a pop-up window appears to indicate that the dashboard contains tiles that cannot initiate cross-filtering. Click OK to continue enabling cross-filters.
Click Save in the toolbar.
Once cross-filtering is enabled on an instance and a dashboard, you can create cross-filters.
Creating cross-filters on dashboards
To create a cross-filter:
Click a data point within a tile containing a supported visualization. For bar, column, line, area, scatterplot, and pie charts, you can also click the chart legend to initiate cross-filtering.
All data tiles will be filtered by the value of that data point.
The cross-filter field and value appear at the top of the dashboard for reference.
To add an additional value to an existing cross-filter, hold down the Command (Mac) or Control (Windows) key on your keyboard while clicking on additional data points or legends. For example, if you are already cross-filtering on the Category field for a value of Milk and you want to add Cheese as an additional category, hold down the Command or Control key and then click the Cheese region of a supported visualization.
The tiles will filter on the additional value as well.
The additional value for the cross-filter will appear at the top of the dashboard.
To add a new cross-filter, click another data point on any tile containing a supported visualization type.
All tiles will be filtered by that cross-filter as well, and an additional field and value appear at the top of the dashboard.
Supported and unsupported visualization types
Each data tile on a dashboard contains a visualization, and the type of visualization determines whether you can use the data points on that tile to create cross-filters or not.
The following visualization types are supported and can create cross-filters:
Table (legacy) charts
Map charts that use the Points option for data of
Static map (regions) charts
Static map (points) charts
The following visualization types are not supported and cannot create cross-filters; however, they can be filtered by cross-filters:
Single value charts
Single record charts
Word cloud charts
Donut multiples charts
Map charts that use Plot options other than Points for data of
type: location, or map charts that use map layers.
Visualizations that use grid layout
Visualizations based on merged results when all queries in the merged results are from the same Explore as the rest of the dashboard tiles (if a dashboard contains a merged results tile with queries from different Explores, cross-filters cannot be enabled for that dashboard)
Regardless of visualization type, you cannot create cross-filters (or standard dashboard filters) on a custom field.
Using cross-filters together with standard dashboard filters
A dashboard can contain both cross-filters and standard dashboard filters. Both types of filters appear at the top of the dashboard. Cross-filters appear after standard filters and are a darker blue.
Cross-filters differ from standard dashboard filters in a few ways:
Cross-filtering needs to be enabled separately for your Centricity instance and dashboard(s).
Cross-filters cannot be configured with the same dashboard controls as standard filters.
Specific cross-filters are not visible to other users unless the cross-filtered dashboard is shared through a link or embedded into a website.
Cross-filters are not saved to the dashboard; once you navigate away from a dashboard, cross-filters are cleared.
Cross-filters are not applied to dashboard downloads, schedules, or alerts.
While using cross-filters, you can still make temporary changes to a dashboard’s filter values. However, if you create a cross-filter on the same field that a standard filter is using, the standard filter value cannot be changed until the cross-filter is removed.
If you have edit permissions for a dashboard, you can continue to edit and create standard dashboard filters while cross-filters are enabled. However, entering edit mode to edit or add standard filters will clear any current cross-filters.
Sharing cross-filtered dashboards
Cross-filters are not saved to a dashboard, but they can be shared in the following ways:
By sharing the dashboard URL
By embedding a dashboard that contains cross-filters
Drilling when cross-filtering is enabled
When cross-filtering is enabled on a dashboard, you can drill by:
Right-clicking on data points in supported visualizations, table charts, and single value charts
Left-clicking on data points in all other unsupported visualizations
In other words, drill into unsupported visualizations in the same way that you would typically drill in Centricity; however, for supported visualizations, right-click to drill into the visualization’s data.
There are two options to remove an individual cross-filter:
Click the data point being cross-filtered again.
Click the X next to the cross-filter value at the top of the dashboard.
If there are multiple cross-filters, you can clear them all by clicking the X to the right of the filter values at the top of the dashboard.
Entering edit mode also clears all cross-filters.