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Dashboard Filters

How to add and configure dashboard filters in Insights: global filters, section-scoped filters, filter display types, and dynamic filter controls.

Written by Ashley Dehertogh

Filters let viewers focus a dashboard on the data they care about, a specific property, a stay date range, a market segment. This article covers how to add and configure filters, where to place them, the available display options, and how to handle dashboards that combine data from different sources.

Adding a filter

Adding a filter is a three-step process: create it, configure its settings, then confirm which tiles it connects to.

Step 1: Create

In edit mode, select Add > Filter and choose the field you want to filter on. Common choices in FLYR dashboards: Stay Date, Property Name, Comparison Period, Market Segment, Booking Channel.

Step 2: Configure

The Settings tab in the filter panel controls how the filter appears and behaves:

Setting

What it does

Label

The display name viewers see

Description

Explanatory text shown on hover via an info icon, useful for filters with non-obvious scope

Filter type

Controls the display format (string and date filters only, see display options below)

Default value

The value pre-loaded when the dashboard opens. Always set a meaningful default: a relevant stay date range, your group currency, or a standard comparison period. A dashboard that opens without defaults can show empty or confusing results.

Apply to new analyses

Automatically connects the filter to any new tiles added after the filter is created

Require a value

Prevents the dashboard from loading until the viewer makes a selection

Hide

Removes the filter from view while keeping it active in the background

Step 3: Connect

The Mapping tab shows which tiles the filter is connected to. Filters automatically connect to tiles whose data includes a matching field, but you can remap per tile or disconnect specific tiles if needed.

Filters can be disconnected from individual tiles by clicking the filter icon in the top right corner of that tile (blue = connected, grey = not connected).

Global filters

Global filters apply across the entire dashboard. In FLYR templates, the standard global filters are stay date range, property, and comparison period. These live in the Control bar, a header that sits above the page layout and persists across all pages.

Enable Fixed Control Bar in Dashboard Settings to keep the Control bar visible as viewers scroll. This is on by default in FLYR templates. Without it, a viewer who has scrolled to the bottom of a dashboard to review the stay-date breakdown must scroll all the way back to the top to adjust the property or date range, a small friction that accumulates quickly during a regular review session.

Section-scoped filters

Some filters only apply to one section of the dashboard, for example, a timeframe drill that switches a stay period chart between weekly and monthly, but has no effect on the overview KPIs above it.

Place section-scoped filters inline with their section, directly below the section title. Positioning the filter next to the content it controls communicates scope through position, viewers can see what it affects without needing a tooltip or label explanation on every tile below.

In FLYR templates, the Timeframe Drill sits directly below the Stay Period section header. Viewers switching from weekly to monthly pace see the filter and its chart in the same view. Section filters are displayed in a row, not stacked.

Reference the section filter by name in the section description's closing sentence. For example: "Adjust the Timeframe Drill above to switch between monthly, weekly, and daily granularity." This reinforces the scope and tells viewers the filter is there before they start reading the charts.

Filter display options

String and date filters support multiple display formats. The right format depends on how many options the filter has and how viewers typically interact with it.

String filters

Format

When to use

Button Toggle (single selection)

2 to 7 fixed options where one choice is made at a time. All options visible at once, one click to switch. Must be placed inside a container. Example: a Revenue Selector showing Net and Gross.

Button Group (multiple selection)

2 to 7 fixed options where multiple choices can be active. Same placement requirement.

Multi-Select Dropdown

Larger or dynamic lists where multiple selections are needed. Set Filter type to Multiple Selection. Example: the Property filter in most FLYR templates.

Single Select Dropdown

One selection at a time from a list.

When using a Button Toggle, filter labels can often be shortened, the button options themselves carry the meaning. A Revenue Selector with Net and Gross buttons does not need a label that restates those options.

Date filters

Format

When to use

Timeframe Control

A curated list of preset date ranges, Last 7 days, Last 30 days, This month, Custom, etc. The cleanest option for dashboards with well-defined review windows. An optional "Allow custom timeframe" toggle lets viewers define their own range when needed.

Default (Advanced)

Full date range picker with preset options and a custom range entry. More flexible but more complex.

Single Day Calendar

For dashboards anchored to a specific date rather than a range.

In FLYR templates, date filters use Timeframe Control with a curated preset list. This keeps the date selection fast and consistent, rather than opening a full calendar, a revenue manager picks from the ranges they actually use. Day-based rolling windows (Last 7 days, Last 30 days) are deliberately excluded: that is not how hotel performance data is typically reviewed. The presets are month-based, this month, last month, next 3 months, because those are the windows that map to how revenue managers actually analyse pace, pick-up, and on-the-books.

When switching a filter from a dropdown to a button toggle, shorten the label. Once the options are visible directly on the button, any parenthetical in the label becomes redundant. "Revenue Selector (Net/Gross)" becomes "Revenue Selector," the Net and Gross buttons speak for themselves. The same applies to "Capacity Adjustor (Physical/Bookable)" and "Day Type (Weekday/Weekend)."

Hiding filters

Filters can be hidden on a dashboard. The value is still applied in the background to connected tiles, and can be set via the dashboard's URL, useful when you want a filter to control the data without exposing the control to viewers.

Applying filters across different topics

If a dashboard combines tiles from different topics or data sets, filters must be manually mapped to each tile. They will not apply automatically across the board.

Here is how to check and fix that:

  1. After adding a filter (for example, "Property Name"), look at the top-right corner of each tile: Blue filter icon means the filter is applied to this tile, Grey icon means it is not connected to this tile.

  2. To map the filter, click the grey icon and select the matching field from that tile's data set. One tile might use "3. Property - Property Name" while another uses a different version of the same field depending on the topic.

  3. Confirm that the field name shown next to the blue icon is what you expect.

A quick scan for grey icons before publishing a dashboard saves a lot of confusion later.

Dynamic Filter Controls

Dynamic Filter Controls let viewers create their own ad-hoc filters directly on a published dashboard, without needing access to edit mode.

To add one: Add > Control > Dynamic Filter Control in edit mode. Specify which fields viewers can filter on, any field in the model, fields from selected topics, or a curated list you define. Viewers see an Add filter button in the dashboard header and can apply filters directly.

Filters created this way apply to compatible tiles and persist in the dashboard URL, but they are not saved back to the dashboard itself. Each viewer's session starts fresh.

This is useful for dashboards where viewers have specific questions that go beyond the standard filter set, for example, filtering to a particular booking channel or market segment that is not part of the default configuration.

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