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Cross-Filtering in Insights

How cross-filtering works, how to enable it on your dashboards, and how to configure it for dashboards that combine data from different sources.

Written by Ashley Dehertogh

Cross-filtering lets you click a chart element — a bar, a data point, a table row — to filter compatible tiles on the dashboard at the same time. It makes dashboards interactive, so you can follow your data questions without switching to the filter bar each time.

This article explains how cross-filtering works, how to enable it, and how to set it up for dashboards that combine data from different sources.

How cross-filtering works

When cross-filtering is enabled on a dashboard, clicking a chart element applies that value as a filter across all compatible tiles simultaneously. Active filters appear as dismissable chips below the dashboard filter bar. Any tiles that are not compatible with the filter are dimmed, with a badge indicating they have not been filtered.

There are three ways to apply a cross-filter:

  1. Click-to-filter — click a chart element to filter by that value.

  2. Brush selection — click and drag along a continuous axis (time or numeric) in line and area charts to apply a range filter.

  3. Add to filter — with a cross-filter already active, click a second value to choose whether to replace the current filter or add the new value to it. Not supported for date and time fields in tables — see Known limitations.

Cross-filtering works on bar charts, line and area charts, scatter plots, heatmaps, pie and donut charts, maps, data tables, and Sankey diagrams.

Enabling cross-filtering on your dashboards

Cross-filtering is off by default on all dashboards. Cross-filtering has been configured on all FLYR dashboard templates and is ready to turn on, with two exceptions: Portfolio Overview (support coming in the next few weeks) and Daily Report.

To enable cross-filtering on a dashboard you own:

  1. Open the dashboard.

  2. Select Edit, then open Dashboard settings.

  3. Toggle Cross-filtering on.

  4. Save your changes.

Not sure if your dashboard needs additional setup? See Where cross-filtering works automatically below, then follow the filter mapping steps if your dashboard combines data from different sources.

Where cross-filtering works automatically

Cross-filtering works without any additional setup on dashboards built on a single topic. On dashboards that bring together data from more than one topic, some dimensions may require light configuration — see Setting up filter mapping below.

The following multi-topic combinations also work automatically:

  • Dashboards mixing Bookings and Pick-Up tiles — these two sources share the same underlying data, so cross-filtering works across shared fields without any additional setup.

  • Dashboards built on the Forecasts & Budgets topic — this source covers on-the-books, forecast, and budget data together, so cross-filtering works across tiles on that dashboard.

  • Dashboards mixing Forecasts & Budgets and Pick-Up tiles — these sources share compatible data, so cross-filtering works across shared fields without additional setup.

Property attributes cross-filter across data sources: property name, brand name, area, country, city, and property label come from a shared reference used by all data sources. Cross-filtering on these dimensions works across tiles regardless of which source they use.

Setting up filter mapping for cross-source dashboards

On dashboards that combine data from different sources — for example, mixing Bookings data with Forecasts & Budgets data — cross-filtering on shared dimension names like inventory name or segment requires one additional step: adding a filter and mapping it to the corresponding field in each source.

This step exists because fields from different data sources, even when they share a name, come from separate systems with no automatic connection between them. Rather than assume which fields should be treated as equivalent across your dashboard, Insights puts that decision in your hands. By mapping filters at the dashboard level, you define exactly which fields should work together — giving you full control over how cross-filtering behaves in your content.

To set up filter mapping:

  1. Open the dashboard in edit mode.

  2. Select Add Filter and choose the dimension you want to cross-filter on (for example, Inventory Name).

  3. Check the top-right corner of each tile — a blue icon means the filter is applied to that tile; a grey icon means it is not yet connected.

  4. Click each grey icon and select the matching field from that tile's data source.

  5. Once all relevant tiles are connected, enable cross-filtering in dashboard settings.

Best practice — hide the filter: once the mapping is set up, you can hide the filter from the dashboard filter bar. Cross-filtering will still work through click interactions on any tile. Hiding mapped filters keeps the filter bar clean and focused on the dimensions users actively apply as direct filters.

For a full walkthrough of adding and mapping filters, see Applying Filters to Tiles from Different Topics in the Dashboards help article.

Known limitations

The following limitations apply regardless of dashboard configuration:

  • Null values — cross-filters do not apply to null values. Clicking a chart element that represents a null will not produce a filter.

  • Date and time periods in tables — adding to a cross-filter by clicking a second date or time period value is not supported when cross-filtering in a table. Selecting a date range by clicking and dragging along a time axis does work in line charts.

Troubleshooting: cross-filtering on date fields not applying to all tiles

If clicking a tile to cross-filter on a date or stay period applies to some tiles but not others, the most likely cause is that the dashboard's mapped date filter uses a different primary data source than the tiles you are clicking.

Cross-filtering reaches tiles in a different data source through your mapped filters. For a mapped filter to carry a cross-filter across sources, the filter's primary data source must match the source of the tile you clicked.

Example: on a dashboard with Bookings and Forecasts & Budgets tiles, the Stay Dates filter is set to Bookings as its primary source. Clicking a Forecasts & Budgets tile to cross-filter on stay period does not apply to the Bookings tiles — the filter's primary source (Bookings) does not match the click source (Forecasts & Budgets), so there is no bridge between them.

To fix it:

  1. Open the dashboard in edit mode.

  2. Remove the existing date filter and add it back, selecting the field from the source you want to click from (for example, Stay Period from Forecasts & Budgets).

  3. Re-map the filter to the equivalent date field in the other source (for example, Stay Date in Bookings).

  4. Save your changes.

Once the filter's primary source matches the source you are cross-filtering from, clicking any tile in that source will apply the cross-filter to all mapped tiles.

Enabling cross-filtering on your existing content

There is no requirement to update your existing dashboards. They will continue to work exactly as they do today.

If you would like to enable cross-filtering on a dashboard that combines data from different sources — for example, a custom dashboard mixing Bookings and Forecasts & Budgets tiles — set up filter mapping for the dimensions you want to cross-filter on, following the steps in the Setting up filter mapping section above.

If you have questions about whether your dashboards are set up to get the most from cross-filtering, reach out via the ? icon at the bottom of the left-hand menu.

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