Filtering dashboards

Dashboards provide a powerful way to visualize and interact with data. You can make the most out of your experience by using filters to refine the displayed information. In this guide, we'll walk you through the process of using filters, helping you extract the insights you need.

Dashboard level filters

Dashboard filters are located underneath the dashboard title. The filters applied here affect the data included in all tiles on the dashboard. 

Filters change depending on the dashboard. They might present as drop-down menus, input fields, or checkboxes. Each filter option represents a dimension or measure in your data.

Applying dashboard filters 

If you do not want to apply any filters, do not make any selections in the dashboard filters.

To update and apply a specific filter: 

  1. Select a filter control. A menu with filter options will appear.
  2. Choose the specific value(s) you want to include in your filter. For example, you might select a particular date range, category, or region.
  3. Select Update in the top right of the dashboard. 

You can often apply multiple filters simultaneously. This lets you combine different criteria to get precise insights. Visualizations and data points are updated to reflect the selected filter criteria.

To modify a filter, select the filter control again, adjust the selected values, and Update it to see the new values.

Clearing Filters

If you want to remove a filter, select the filter control and then the X to clear it. To remove all filters, select the dashboard three-dot menu and choose Reset filters. This will revert the dashboard to its original state.

Category filters

Categories are fields that are used in your granting program to help identify requests with certain characteristics or data points. Categories are used for workflows, request management, and reporting. Some examples include Program, Focus Area, Country, State, etc. You can automatically set categories based on question responses or manually during the review process.

Categories are prioritized during implementation and your top 3 are included as dashboard filters in many standard dashboards. Due to the variability of client Categories, dashboard filters are labelled Category 1, Category 2, and Category 3. You can see the Category Names on the right side of the dashboard. 

If you would like to update the prioritization of Categories, contact the support team

Cause filters

The cause filter displays the names of all causes supported within the chosen timeframe. Enter a name in the filter field to narrow the cause list. You can choose one or more causes to include in the data. Additionally, you can specify conditions for the filter such as 'is,' 'contains,' 'starts with,' and more. The search is case-sensitive so make sure that you try alternate keywords if you can't find the cause you're looking for. 

Drilling into data points

You can hover over some regions or points in a tile's visualization to reveal a tooltip that displays more details about the data.

Creating cross-filters on dashboards

Cross-filtering makes it easier to interact with a dashboard's data and understand how one metric affects another. With cross-filtering, select a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.

  1. Select a data point within a tile containing a supported visualization type. You can also select the chart legend if available.
    • The data point is highlighted and all other data points are greyed out. All other dashboard tiles are filtered by the value of that data point. 
  2. To add an additional value to an existing cross-filter, hold the Command (Mac) or Control (Windows) key on your keyboard while selecting additional data points or legends on the same tile. 
  3. Select another data point on any tile containing a supported visualization type to add a new cross-filter. All tiles filter by that cross-filter as well.

All cross-filter fields and values appear at the top of the dashboard.

Range selection 

You can use range selection to cross-filter a dashboard on a range of values. The dashboard tile must use a line, area, or scatterplot visualization. 

Left select one end of the range, and hold and drag to the other end of the range. When you release your hold, the cross-filter will appear at the top of the dashboard and the other tiles will filter on that range. You cannot add additional values to range selection cross-filters.

Unsupported visualization types

The following visualization types do not support cross-filters if selected; however, they can be filtered by cross-filters:

  • Single value charts
  • Single record charts
  • Map charts that use Plot options other than Points for data of type: location, or map charts that use map layers
  • Visualizations that use grid layout

Regardless of visualization type, you cannot create cross-filters (or standard dashboard filters) on a custom field.

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