Applying a Row-Level Filter to a Dashboard

When all the visuals in a dashboard use data from the same data source, you can apply row-level filters to the data on all the visuals in the dashboard. When more than one filter is applied to a visual (either via a dashboard filter or via the specific visual), the filter conditions are ANDed. In other words, both filter conditions must be met for the data to appear in the visual.

To apply a row-level filter to a dashboard:

  1. Select the filter icon () on the dashboard (to the left of the dashboard title). The dashboard-level filter icon is available only when all the visuals are from the same data source.

    The Dashboard Filters sidebar appears showing any dashboard filters that have been applied.

    Two tabs are available on the Dashboard Filters sidebar, allowing you to create a row-level filter or a saved filter. If these tabs do not appear, select to see them.

    Tab Description
    Row The Row tab allows you to create a row-level filter, as described in the rest of this topic.

    The Saved tab shows saved filters that you can apply to the dashboard or visual. See Maintaining Saved Filters.

  2. Select the Row tab and then select the filter attribute, number, or time field you want to use from the list. The process of creating a row-level filter varies based on the type of field you select.

    You can also select to access the Derived Field Editor or the Custom Metrics Editor to create or modify derived fields and custom metrics to be used as filters. See Accessing the Derived Field Editor from the Filters Sidebar and Accessing the Custom Metrics Editor from the Filters Sidebar.

  3. After the filter specifics have been provided, select . The filter is applied to all the visuals in the dashboard. Note that the dashboard filter icon () appears as green when a dashboard filter is applied.