Create a dashboard filter

 

You can easily create various filters to filter out selected data on a dashboard.

Who can do this? Dashboard Designers.

Create a dashboard filter

  1. Go to your dashboard.

  2. Click Filter Your Dashboard or Plus in the right panel.

  3. Select the field you want to filter.

  4. Select a filter type.

  5. Select the data you want to include or exclude.

  6. Click the Star Favourite to name and save the filter.

  7. Click OK to apply the filter.

The filter will be displayed in the right panel and visible to all users when you next publish your dashboard.

Tip: You can rearrange the filters in the Filters panel by dragging a filter above or below another filter. This does not affect the way the data is filtered, only the presentation of the data.

See also