Filters

Filters can be applied to a dashboard slide to filter its insights.

Filterable insights are:

• charts

• dataset tables

Note

Chart and dataset insights can be filtered themselves. Dashboard filters are applied on top of insight filters.

Creating a filters tile

You can create a filters tile from the dashboard itself.

To do so, click on the + button to add tiles and select filters. You have to select from which dataset the filters will be created. If a filterable insight is already in the dashboard you can reuse its dataset, otherwise you can search and select a dataset. If you only have dashboard access, you will only see the datasets that have previously been dashboard-authorized.

Note

If two filterable insights use two different datasets sharing a similar column (same name and same type), then creating a filter from one of this insight’s dataset and applying it to this column will also filter the second insight.

You are redirected to the edit view of the insight, which allows configuring both the insight settings and individual filter settings.

Tile display

A filters tile displays a set of global actions in the tile header and then the list of column filters in the tile body.

The global actions allow you to:

• globally enable or disable all facets.

• copy the filters as URL to the clipboard.

  • this URL allows saving and/or sharing a dashboard with a customized pre-filtering.

  • filters omitted in the URL will keep their default state as defined in Edit mode (for more information about filter settings persistence, see Filters settings).

  • For more information about the filters URL syntax, see Filtering a dashboard using a query parameter in the URL.

Each column filter allows you to:

• customize how this column is filtered.

• enable or disable this filter.

• tweak the settings of this filter.

Filters settings

In View mode, each filter state and settings can be modified but will not be persisted.

In the Edit mode:

• the filter tile can be modified to change:

  • the columns available for interaction.

  • the load state of available filters.

  • the sampling & engine used to create the content of the filter.

• each filter can be set up individually to:

  • set a default state.

  • change if only relevant values (taking into account other filters) or all values in sample must be displayed.

  • change if other values must be included or excluded.

Only changes made to the filters tile in Edit mode persist.

For more information about filter settings, see charts filter settings.

Cross-filtering

In view mode, you can create filters from chart and dataset insights. This action is called cross-filtering. Filters created using cross-filtering are added to the filters tile and applied to all filterable tiles on the dashboard page.

Filters created using cross-filtering are “Include only” filters: only the value from which the filter is created will be kept and displayed in the filterable tiles.

From a chart insight

To cross-filter from a chart insight, hover the data point of interest to display the corresponding tooltip. Click on the data point to pin the tooltip. Once the tooltip is pinned, a filter icon will appear next to each dimension, allowing cross-filtering.

From a dataset insight

To cross-filter from a dataset insight, hover the cell of interest and open the contextual menu by right-clicking on it. In the contextual menu, click on the “Include only” entry to cross-filter.

Filters created using cross-filtering

When possible, cross-filtering updates the filters present in the filter tile. For example, suppose the filter tile contains a filter on the numerical column “Age” and the filter is created using cross-filtering on the same column. In that case, the cross-filtering value will be applied to the existing filter.

When updating an existing filter is impossible, either because there is no matching filter in the filter tile or because of a filter type incompatibility, a new filter with a minimal UI will be created. In this case, the filter’s value won’t be editable, but the filter will be deactivatable and removable.

Turning cross-filtering on or off

Cross-filtering is enabled by default for dashboard pages containing a filter tile. To disable cross-filtering in this case, switch to edit mode, and in the “Slide” tab, uncheck the “Cross-Filtering” option under the “Filters” section.

If a dashboard page doesn’t contain a filter tile, cross-filtering is disabled, and a filter tile needs to be added to enable cross-filtering.