FilterSets 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 FilterSet called Weekly North American Sales to look at specific sales performance for a particular region, dynamic date range, and specific product category.
Creating Dashboard FilterSets
FilterSets can be added to any dashboards for tailored results on the dashboard's data. Add the FilterSet by following the steps discussed below:
Create the FilterSet
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 FilterSet name, select the FilterSet color for easy management, and hit the Create button to add the FilterSet in the right sidebar.
Add Fields to FilterSet
After creating the FilterSet, decide which fields to include and the filtered values.
Step 1: Select +Filter to add filters to the newly created FilterSet.
Step 2: Define the following:
Fields to filter
Type of filter
Step 3: Click on the Save button after making the appropriate selections.
Enable, Disable & Apply FilterSets
By default, a new dashboard FilterSet is enabled when applied on the dashboard.
Disable & Remove FilterSets
To disable a FilterSet, toggle OFF the green switch from the bottom left and the same will no longer apply to the dashboard.
To remove FilterSet from the dashboard but not delete it from your account, click the cross on the top right corner of the tile.
To apply one or more FilterSets 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 FilterSet(s) from the drop-down list you wish to apply on the dashboard and click on the Add Set button.
Editing an Existing FilterSet
You can edit an existing FilterSet from the right sidebar to change the FilterSet name and FilterSet color by simply clicking on the Edit button at the bottom-right corner of the tile.
Deleting a FilterSet
Step 1: Delete a FilterSet completely by clicking on the FilterSet's trash icon at the bottom right corner.
Step 2: Confirm the Delete action by clicking on the OK button.
Note: Deleting a FilterSet also deletes it from any shared user or group.
Sharing a FilterSet
Step 1: Share an existing FilterSet to a user or group by clicking on the Share button on FilterSet.
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 FilterSet to a user or group, there are two access level options available:
View: Users/groups can consume FilterSet but are not allowed to modify
Edit: Users/groups can consume and make edits to a FilterSet, including the name, color, and filter field/value attributes.
Click on the Share button after making the appropriate selections.