Editing dashboard filters and setting up linked filters

Once you’ve added filters to your dashboard, you still have additional options for customizing how data is expressed in your dashboard.

Editing dashboard filters

In edit mode, a pencil icon appears next to every filter.

To edit a filter, click the pencil icon. That opens a filter configuration window, similar to the one used to add a filter, populated with the existing configuration for the filter. From there, you can update the filter-by field, the filter’s settings, or the tiles to update. Select Update or Cancel in the filter configuration window to save or cancel your changes.

After editing filters, click the dashboard’s reload data icon to apply the new filter settings to the tiles.

Click Save in the purple toolbar to save your changes and exit edit mode.

Moving and repositioning dashboard filters

Once placed on a dashboard, filters can be moved or repositioned by:

  1. Entering edit mode on the dashboard.

  2. Hovering over the filter to display the filter’s six-dot icon. The six-dot icon appears at the top left of the filter.

  3. Clicking and holding on the six-dot icon, and dragging the filter to the position you desire.

This drag and drop method can be used to reposition inline and popover filters, reconfigure which filters are placed behind a More button, and reposition filters within the More button drop-down.

If no filters are currently behind the More button, an empty More button temporarily appears while you are dragging a filter. You can move the filter over the More button to move it into the More button. If you do not place the filter in the More button, it disappears once you release your click.

If cross-filtering is enabled on a dashboard, cross-filters cannot be repositioned using drag and drop, and entering edit mode clears any cross-filters currently on the dashboard.

Deleting dashboard filters

In edit mode, a pencil icon appears next to every filter.

To delete a filter, click the pencil icon. That opens the filter configuration window. Click the Delete button to delete your filter entirely. Deleting a filter cannot be undone.

After deleting filters, click the dashboard’s reload data icon to apply the new filter settings to the tiles.

Setting up linked filters

Dashboard filters can be linked so that the filter value options for one filter are narrowed based on the filter value or values selected for a different filter on the same dashboard.

For example, you can link a dashboard filter for County to a separate filter for State. The filter value options for County will change based on the state or states selected in the State filter (ie when New Jersey is selected in the State filter, the value options drop-down for the linked County filter shows only counties in New Jersey).

Once you select a filter value for State, a link icon appears above the County filter. If you hover over the link icon, a box explains that the value options for that filter have been narrowed by the State filter.

If you link filters and your data contains no values for a “child” filter (the filter to be narrowed), given the values selected in the “parent” filter (the filter that narrows the child filter’s options), viewers will see a No matches found message for the child filter.

Linked filters work in one direction, from parent to child. If you make a selection in a child filter, it will not affect the filter value options presented to you for the parent filter.

How to Link Filters

When you are linking filters, any filter can be used as the “parent” filter (the filter that narrows another filter’s options), but the “child” filter (the filter to be narrowed) can only use a field of type string, commonly used for words or phrases.

If there is only one filter on the dashboard, the ability to link filters is disabled.

To link one filter to another:

  1. Make sure the dashboard is in edit mode.

  2. Open the filter configuration window for the “parent” 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 Select filters to update when this filter changes checkbox.

  5. Click the field box to reveal a drop-down with the other string filters present on the dashboard.

  6. Select the string filter or filters you would like to link to this filter.



 

 

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