Adding Filters to a Dashboard

Unifyr Support
Unifyr Support
  • Updated

Dashboard filters let a viewer narrow a dashboard's results to only show the data they're interested in. Dashboard filters can apply to all tiles on a dashboard, or to only one dashboard tile.

You configure the filter options to present to the dashboard viewers. These are based on the data points that are used for the reports in the dashboard - present all, some, or none for the viewer to choose from.

When viewing a dashboard, a user can temporarily update the dashboard's filter values, which doesn't affect any other users. They can't change filters that are part of a query underlying a dashboard tile unless they have permission to edit the tile or to Explore from Here.

For detailed information about setting up dashboard filters, see the Looker help topic Adding and editing user-defined dashboard filters (this is an external site, so we have no responsibility for the content).

To add a filter to a dashboard:

  1. Access the dashboard for edit - for information, see Edit a Dashboard.
  2. Click Filters > Add Filter. The Add Filter window opens, showing the fields (dimensions or measures) from any reports (Explores) that were used in the creation of the dashboard's tiles.
  3. Find the field by which to filter - click through the field hierarchy and select one to add it to the Filter by field, or enter the name manually if you know it.
  4. When you've selected a field, some configuration fields appear. Add information to the fields as required:

     Parameter  Description
    Settings
    Title The name of the filter.
    Control

    The type of control with which viewer will select their filter value, for example checkboxes, radio buttons, dropdown menu, range slider.

    The options available here depend on the type of data being filtered.

    Display

    The way in which the filter should be displayed:

    • Inline - The filter is displayed directly in the top bar of the dashboard
    • Popover - A summary value appears in the top bar of the dashboard, the viewer clicks on the value to see the full filter.

    This field is only displayed for control types that can be displayed in more than one way

    Values

    Any specific value options you want to present to the viewer for selection.

    Choose from the drop-down or enter the value options directly. Leave the field blank to allow value options from the database to be surfaced, up to the maximum number of values available for that control.

    If the filter field is based on numeric data, the Values field is replaced by Min and Max fields.

    Configure default value A default value for the filter, if required
    Additional options
    •  Require a filter value - enable this option to specify that the viewer must enter a value for filter

      By default, filters do not require values. If a filter that does not require a value is left blank, the data isn't restricted by the filter field. For example, if you have a filter on a State field on a dashboard and that filter was not given a value, the dashboard returns data for all states.

      If a filter does require a value, the dashboard won't run until the viewer selects a filter value. A required filter with no value selected displays warnings to viewers until a value is chosen.

    •  Select filters to update when this filter changes - Enable this option to link this filters to other filters on the dashboard.

      If dashboard filters are linked, selecting a value for one filter decides the values presented for selection in the other filter. For example, if you link a dashboard filter for City to a separate filter for State, the City filter will only present the values that apply for the selected State value.

      Only available if there are other filters on the dashboard.

    Tiles To Update
    Field to Filter

    For each tile in the dashboard that should listen to the filter, the field that will be affected by the filter.

    You can also choose not to apply the filter to an individual tile by selecting Do Not Filter.

    Select All or None to turn the filter on or off for all tiles.

  5. Click Save. The filter is added to the top toolbar of the dashboard.
  6. Repeat these steps as required, to present further filter options for the dashboard.

To edit or delete a dashboard filter, hover over the filter in the dashboard to expose its three dots menu, then click Edit or Delete as required.

admin_analytics_dashboard_tile_edit_filter.png

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