Filter Sets allow you to easily create a collection of defined dashboard filters that can be saved and reused across multiple dashboards, shared dashboards with public URLs, and shared with other users for enhanced collaboration and productivity. For example, you can have a Filter Set called Weekly North American Sales to look at specific sales performance for a particular region, dynamic date range, and specific product category.
Creating Dashboard Filter Sets
Filter Sets can be added to any dashboards for tailored results on the dashboard's data. Add the Filter Set by following the steps discussed below:
Create the Filter Set
Step 1: Click on the Filters icon on the dashboard toolbar.
Step 2: Click on the Add button and select Create new filter set from the dropdown list.
Step 3: Enter the Filter Set name, select the Filter Set color for easy management, and hit the Create button to add the Filter Set in the right sidebar.
Toggle on Sync Filters for User to keep each user's value selections for the filter set consistent across dashboards. When enabled, the values a user selects for the filter set carry over to every dashboard the filter set is applied to. When disabled, each dashboard keeps its own selections.
Add Fields to Filter Set
After creating the Filter Set, decide which fields to include and the filtered values.
Step 1: Click the + Add button on the newly created Filter Set and select Filter from the dropdown list.
Step 2: Define the following:
- Fields to filter
- Type of filter
- Default value
- Filter Control
Step 3: Click on the Save button after making the appropriate selections.
Add Group Headings and Dividers to a Filter Set
Group headings and dividers can be added inside a filter set to organize its filters. They are saved with the filter set, so they appear on every dashboard the filter set is applied to.
Step 1: Click the + Add button on the Filter Set and select Add group heading or Add divider from the dropdown list.
Step 2: For a group heading, type the heading name and press Enter.
Step 3: Drag the group heading or divider to where you want it in the filter set.
Enable, Disable & Apply Filter Sets
Enable Filter Sets
By default, a new dashboard Filter Set is enabled when applied on the dashboard.
You can optionally enable Hidden to prevent the filter set from being visible to viewers and regular users. When enabled, the filter set will only be visible to Admins and the dashboard owner. You can also enable Mandatory to ensure the filter set is always applied and cannot be removed from the dashboard.
Enable Expand to spread the filters within the filter set across the filter bar, so they look and work like regular filters. When the filter bar Style is Expanded, the filters within every filter set are spread out automatically.
Disable & Remove Filter Sets
To disable a Filter Set, toggle off the green switch from the bottom left and the filter set will no longer apply to the dashboard.
To remove a Filter Set from the dashboard but not delete it from your account, click the trash can icon on the bottom right corner of the tile.
Alternatively, you can remove a Filter Set from the dashboard by clicking the trash can icon next to the Filter Set name on the top left of the dashboard. This will not permanently delete the Filter Set from your account.
Apply Filter Sets
To apply one or more Filter Sets to a dashboard, follow the steps below:
Step 1: Click on the +Add button and select Filter set from the dropdown list.
Step 2: Select existing Filter Set(s) from the drop-down list you wish to apply on the dashboard and click on the Add Set button.
Publish Changes to a Filter Set
When the values in a filter set are changed on a dashboard, a bar appears at the top of the filter set so the change can be saved or discarded.
- Users with edit access see Publish changes?. Click the save icon to set the current values as the filter set's default for everyone who uses it, or click the reset icon to discard the changes.
- Users without edit access see Reset changes? and can only reset the filter set back to its saved values.
Editing an Existing Filter Set
You can edit an existing Filter Set from the right sidebar by clicking on the gear icon at the bottom-right corner of the tile. From here, you can change the filter set name and color, share the filter set, and permanently delete the filter set.
Deleting a Filter Set
Step 1: Delete a Filter Set completely by clicking on the Filter Set's trash icon.
Step 2: Confirm the Delete action by clicking on the OK button.
Note: Deleting a Filter Set also deletes it from any shared user or group.
Sharing a Filter Set
Step 1: Share an existing Filter Set to a user or group by clicking on the arrow icon.
Step 2: A share dialog will appear on the screen allowing you to select the appropriate access level for users and groups.
When sharing a Filter Set to a user or group, there are three access level options available:
- View: Users/groups can consume Filter Set but are not allowed to modify
- Edit: Users/groups can consume and make edits to a Filter Set, including the name, color, and filter field/value attributes.
- Hidden: Users/groups retain access to the Filter Set, but it will not be visible on the dashboard and will not appear in the available Filter Set selection list for those users/groups.
Click on the Save Changes button after making the appropriate selections.