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How to add filters to your custom dashboards
How to add filters to your custom dashboards

Turn your dashboards into a power house by adding custom filters

Lukas Hughes avatar
Written by Lukas Hughes
Updated over a week ago

Once you've created your own dashboards, you will probably want to add some filters to your dashboards to make them more dynamic. Once set up, dashboards can be used in incredibly flexible ways. The real power of your data comes from filters!

To set up filters on your dashboard, you must have at least one visualization tile or Look-linked tile on the dashboard. Then, you can add filters by entering edit mode and selecting Filters from the top toolbar. Click Filters in the top toolbar, and then click Add Filter.

An Add Filter window appears pre-populated with fields from any Explores that are used in the dashboard. You can use the search bar to find the field you want to filter by, or you can select it from the drop-down menu:

  1. Title: Enter the title of the filter as you want it to appear on the dashboard. The title option pre-populates with the name of the filter-by field.

  2. Control: Select from a list of control types, which vary depending on the type of data you are filtering.

  3. Display: For controls that can be displayed as either inline or popover, select how the filter will be displayed. If a control can be displayed only in one way, this option will not appear.

  4. Values: To set specific value options for the filter, choose from the drop-down or enter the value options in this field. Leave blank to allow value options from the database to be surfaced, up to the maximum number of values available for that control. For numeric data, this field is replaced by Min and Max fields.

  5. Configure Default Value: Optionally, set the default value for the filter.

  6. Require a filter value: Select the checkbox to require a value for the filter.

  7. Select filters to update when this filter changes: Select the checkbox to link other filters to this filter. If there are no other filters on the dashboard, this option will be disabled.

  8. Add and Cancel: Click one of these buttons to save or cancel the new filter.

The Tiles To Update tab allows you to determine which tiles listen to the filter. Pace Analytics begins by automatically applying the filter to any tiles created from the same Explore as the filter and sets the value of Field to Filter to the same field as the field chosen for the filter:

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

  2. In the Field to Filter section, for each tile, choose which field will be affected by the filter, or choose not to apply the filter to an individual tile.

  3. Select Add or Cancel to save or cancel the new filter.

Note: If you select a field that is already used in an existing filter, any tiles that are filtered by the existing filter are unavailable to the new filter.

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