Displaying dashboard filters and requiring filter values

This page goes over the basics of how you can display your dashboard filters on your dashboard, as well as how to require that a filter value be added before a dashboard can run.

Displaying dashboard filters

To set the way a filter displays, make sure your dashboard is in edit mode and select the style of display in the Location field of the filter configuration window. Dashboard filters can be displayed in the following ways:

  • Inline: The filter is displayed directly in the top bar of the dashboard.

  • Popover: A summary value appears in the top bar of the dashboard; click the value to see the full filter.

  • Placed behind a More button: A More button appears in the top bar of the dashboard with an indicator showing the number of filters it contains; click the button to see the filters and their values.

For most filter controls, you can choose to display them in an inline or popover orientation through the Display field in the filter configuration window.

However, some filter controls can be displayed only in the inline orientation; when you view a dashboard with these filter controls, you won’t see a Display field in the filter configuration window. These filter controls are:

  • Drop-down Menu

  • Single Day

  • Timeframes

  • Date Range

Additionally, some filter controls can be displayed only in a popover orientation. When you view a dashboard with these filter controls, you won’t see a Display field in the filter configuration window. These filter controls are:

  • Tag List

  • Advanced

Any type of filter can be placed behind the More button by dragging the filter into the button after the filter is created. If all filters are displayed behind a More button, the button will instead show the word Filters.

Generally, we recommend that important or frequently used filters be displayed as inline or popover, and less frequently used filters be displayed as overflow.

Requiring a filter value

By default, filters do not require values. If a filter that does not require a value is left blank, the data simply isn’t restricted by the filter field. For example, if you have a filter on a State field on a dashboard and that filter was not given a value, the dashboard returns data for all states.

If a filter does require a value, the dashboard won’t run until you select a filter value.

Additionally, schedules that have no value selected for required filters will display no results upon delivery.

To require that a user enter a value in a filter before they can run the dashboard:

  1. Make sure the dashboard is in edit mode.

  2. Open the filter configuration window for the filter, either by adding a new dashboard filter, or by editing an existing dashboard filter.

  3. Click the arrow to the left of the Additional options heading to reveal the additional options.

  4. Select the Require a filter value checkbox.

  5. Click Update to save your change.

The Require a filter value checkbox simply requires that viewers select any value. To restrict the values a viewer is able to select, set the allowed values in the Values field of the filter configuration window.



 

 

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