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Apply a Row-Level Filter to a Dashboard

When all the visuals in a dashboard use data from the same data source, you can apply row-level filters to the data on all the visuals in the dashboard. When more than one filter is applied to a visual (either via a dashboard filter or via the specific visual), the filter conditions are ANDed. In other words, both filter conditions must be met for the data to appear in the visual.

Steps to apply a row-level filter to a dashboard

  1. Select the filter icon () on the dashboard (to the left of the dashboard title). The dashboard-level filter icon is available only when all the visuals are from the same data source.
  2. The Dashboard Filters sidebar appears showing any dashboard filters that have been applied.

  3. Two tabs are available on the Dashboard Filters sidebar, allowing you to create a row-level filter or a saved filter. If these tabs do not appear, select Add Filter to see them.
    TabDescription
    RowThe Row tab allows you to create a row-level filter, as described in the rest of this article.
    Saved

    The Saved tab shows saved filters that you can apply to the dashboard or visual.

  4. Select the Row tab and then select the filter attribute, number, or time field you want to use from the list. The process of creating a row-level filter varies based on the type of field you select.
  5. You can also select to access the Create Derived Fields or the Create Custom Metrics to create or modify derived fields and custom metrics to be used as filters.
  6. After the filter specifics have been provided, select Apply. The filter is applied to all the visuals in the dashboard. Note that a number appears in a green circle next to the filter icon on the visuals to which the filter has been applied. The number represents the number of filters applied to the visual.

Published:

Apply a Row-Level Filter to a Dashboard

When all the visuals in a dashboard use data from the same data source, you can apply row-level filters to the data on all the visuals in the dashboard. When more than one filter is applied to a visual (either via a dashboard filter or via the specific visual), the filter conditions are ANDed. In other words, both filter conditions must be met for the data to appear in the visual.

Steps to apply a row-level filter to a dashboard

  1. Select the filter icon () on the dashboard (to the left of the dashboard title). The dashboard-level filter icon is available only when all the visuals are from the same data source.
  2. The Dashboard Filters sidebar appears showing any dashboard filters that have been applied.

  3. Two tabs are available on the Dashboard Filters sidebar, allowing you to create a row-level filter or a saved filter. If these tabs do not appear, select Add Filter to see them.
    TabDescription
    RowThe Row tab allows you to create a row-level filter, as described in the rest of this article.
    Saved

    The Saved tab shows saved filters that you can apply to the dashboard or visual.

  4. Select the Row tab and then select the filter attribute, number, or time field you want to use from the list. The process of creating a row-level filter varies based on the type of field you select.
  5. You can also select to access the Create Derived Fields or the Create Custom Metrics to create or modify derived fields and custom metrics to be used as filters.
  6. After the filter specifics have been provided, select Apply. The filter is applied to all the visuals in the dashboard. Note that a number appears in a green circle next to the filter icon on the visuals to which the filter has been applied. The number represents the number of filters applied to the visual.

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