Configuring custom dashboard filters

Dashboard filters help you focus on specific data within a dashboard. You can configure filters to apply to all visualizations on the dashboard or just specific ones. Dashboard filters can override the filters set within a report visualization, provided both sets of filters act upon the same field. 

When you adjust a filter while viewing a dashboard, it only changes the view for you and doesn't impact other users. Unlike these adjustable filters, the ones that are saved within a report visualization can't be changed unless you're authorized to edit it.

Adding dashboard filters 

To add a new filter to your dashboard:

  1. Select Edit Dashboard from the Dashboard’s three-dot icon menu. 
  2. Select Filters > Add Filter and search for a field to filter by. 

Advanced Filters

To add filters on fields that are not currently present in the dashboard, select the Advanced option to search for more data.

Filter settings

Upon selecting a filter field, the Add Filter window presents various settings:

  • Title: Sets the filter's dashboard display name.
  • Control: Customize the appearance of filters for dashboard viewers.
  • Configure default value: Choose a default value for the filter. 
    • You can select the + next to your filter to add new conditions to the filter, which will be added as either OR conditions or AND conditions, depending on the types of conditions and values. To remove a condition, select the X next to that condition.
    • You can use the matches (advanced) option and enter filter expressions like “3 days ago”.
  • Allow multiple filter values: Allow more than one filter value to be selected. 
  • Additional options
    • Requiring Filter Values: Enable to enforce the selection of a filter value before the dashboard is run.
    • Select filters to update when this filter changes: Enable to enforce users to update other specified filters when this filter is updated. 

Tiles to update

For each filter, you can choose which tiles are updated by the filter field. Select Add to add your filter to the dashboard. 

Managing dashboard filters

Moving filters

To move and rearrange dashboard filters:

  1. Switch the dashboard to edit mode and find the filter you want to move. 
  2. Hover over it to see a six-dot icon at the filter's top left. Select the icon and drag it to reposition the filter.

You can decide which filters show directly on the dashboard and which are hidden under a More button. If there's no More button yet, one will appear when you start to drag the filter. Drop the filter on the button to add it to the dropdown list. 

Editing or deleting filters

In edit mode, a three-dot icon appears next to every filter. To edit a filter, select the icon. This opens the filter menu, which displays options to Edit or Delete a filter.

Dashboard filter settings

You can find the following settings in the dashboard edit mode by selecting Filters.

Apply filter edits to alerts

If you've set alerts on your dashboard, turning on Apply filter edits to alerts is recommended. This way, if you change the dashboard's filters after setting an alert, the alert will respond to these new settings. If you don't enable this, the alert will only consider the original filter settings.

For instance, if your dashboard has an alert for when the number of donors in the UK exceeds 500 in a day, and you change the country filter from the UK to the US without enabling this option, the alert will still use the UK settings. But if you enable the option, and then change the filter to the US, the alert will now look for when US donors exceed 500.

Simply put, without this option, your alert won't notice any filter changes you make on the dashboard.

Cross-filtering

Enable this setting to allow cross-filtering on the dashboard. Not all visualization types are compatible with cross-filtering. These visualizations can be filtered, but you cannot interact with them to create cross-filters.

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