Add filters to a dashboard

A dashboard filter can control several widgets at once. For example, an Order date filter can update revenue, order count, and a monthly sales chart together.

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Before you begin

Open a dashboard containing data widgets. You need Can create access to add a filter, or Can edit to change an existing one, plus an editing role in the workspace. Know which source column represents the value you want people to choose.

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Open the filter editor

1. Open the dashboard from Artifacts → Dashboards.
2. Select More options → Edit manually.
3. Choose Insert Filter from the toolbar near the bottom of the canvas.

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Name the filter and choose its type

Enter Name of Filter, using the label viewers should see. Prefer “Order date” or “Customer region” over a database column name. Choose Filter Type and, where offered, Filter Operator. For Date Time, choose Date Range when viewers should set a start and end date. For String, use Fuzzy Search (Like) for a partial text match or Category Style (In) for a value selection. Category-style controls can offer single or multiple selection and cascading suggestions.

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Choose the columns on each widget

The canvas shows a column selector on each compatible widget while the filter editor is open.

1. Open a widget’s column selector.
2. Review the selected source columns. More than one compatible column may already be selected.
3. Keep only the column or columns that this filter should control.
4. Repeat for every widget the filter should affect.

For a revenue widget, an order-date filter usually belongs on order_date. Selecting updated_at as well would also restrict when those orders were updated. For a returns widget, decide whether the same control should use the order date or the return date; make the choice explicit in the label or dashboard notes. A widget with no compatible columns cannot use that filter. Check its source and the selected filter type instead of choosing an unrelated column.

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Set an optional default

Use Default Value (Optional) to choose the starting selection. For a date range, enter From and To, or turn on Use preset period and choose a relative period. Use a relative period for a dashboard that should keep opening on a recent week or month. Use fixed dates for a review of a specific event.

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Save and test

1. Select Insert Filter, or Save Changes when editing an existing filter.
2. Save any remaining dashboard edits with Save.
3. In view mode, choose a value in the filter bar.
4. Check each intended widget and confirm that the result changes in the way you expect.

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Using filters on your dashboard

Viewers use the controls above the widgets. Choose a value or period, then wait for the affected widgets to reload. Clear the current selection when you want to broaden the view. Filters combine: choosing a region and a date range narrows the data by both. A widget only follows filters mapped to its relevant source columns.

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Editing an existing filter

Enter manual edit mode and open the existing filter’s edit control. Change the label, type, source columns, or default, then select Save Changes. Recheck the affected widgets in view mode.

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Deleting a filter

Open its edit panel, select Delete filter, and review the confirmation. This removes the filter control, not the source data. Save the dashboard edits when prompted.

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If the result is unexpected

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Expected result

A viewer can change the selected date or value and see the intended widgets update together.

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Next steps

Filter by clicking a table value, keep a benchmark outside a filter, or configure filters for an embed.