Filters can be used within the dashboard to help users visualise the data of most interest. A dashboard filter will be applied to all reports within the dashboard. Your filtering status will be displayed at the top of the dashboard, showing how your data is being sliced at a glance. To view these filters expand the blue banner at the top of the dashboard.
To create a dashboard filter, click on the cog in the top menu bar and select 'Configure filters'.
This will open up a pop-up box, allowing you to select either a new interactive filter or a new background filter.
An interactive filter will allow users to toggle between specific values. Select the dimension you are looking to filter by, for example 'Market' and then click 'Configure filter'.
From here you will be given the option to choose some values or select all values stored in this dimension.
If you have lots of values, consider using the dropdown interface which will help save space on your screen.
You will also have the option to control your filtering preferences. By selecting a multi-value mode you will be able to choose multiple options to filter by. The Toggle selection mode however will only allow users to filter by one value at a time.
Then click 'Save' and the new filter will be applied to the dashboard.
Background filters will always be applied to the dashboard. For example, if we want to create a Social Dashboard, we can create a background filter on the publisher dimension and select any social values.
The filter types available are:
Equals, Does not equal, Contains, Does not contain, Matches regex and Exclude empty values. Click here to learn more about these filter types.