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Edit Saved Filter

You can edit saved filters that apply to the data source used by a visual on your dashboard. Changes that you make are only applied to the dashboard or visual where you made the change and not to other dashboards or visuals that have already applied the saved filter.

Steps to edit a saved filter

  1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
    • To access the visual filter sidebar, select its filter icon () or select Edit Visual from the visual menu () and then select on the sidebar menu.
    • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals are from the same data source.
    • The filters sidebar appears showing any filters that have been applied.

  2. Select the Saved tab. Select the name of the saved filter that you want to edit. The saved filter is applied appropriately.
  3. Alter the filter as needed. See Apply a Row-Level Filter to a Visual and Apply a Row-Level Filter to a Dashboard.
  4. Optionally, save the altered filter. It will be saved separately from the original saved filter. You are required to enter a unique name for the saved filter.
  5. Save the dashboard.

Published:

Edit Saved Filter

You can edit saved filters that apply to the data source used by a visual on your dashboard. Changes that you make are only applied to the dashboard or visual where you made the change and not to other dashboards or visuals that have already applied the saved filter.

Steps to edit a saved filter

  1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
    • To access the visual filter sidebar, select its filter icon () or select Edit Visual from the visual menu () and then select on the sidebar menu.
    • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals are from the same data source.
    • The filters sidebar appears showing any filters that have been applied.

  2. Select the Saved tab. Select the name of the saved filter that you want to edit. The saved filter is applied appropriately.
  3. Alter the filter as needed. See Apply a Row-Level Filter to a Visual and Apply a Row-Level Filter to a Dashboard.
  4. Optionally, save the altered filter. It will be saved separately from the original saved filter. You are required to enter a unique name for the saved filter.
  5. Save the dashboard.

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