Filtering Panel

The Filtering Panel lets you apply filters to control which data appears across the entire dashboard. You can filter based on a dimension, or a measure.

When activated, the panel appears by default at the top of the dashboard. It displays all selected filters, allowing you to test different combinations and display only the data you need.

important

For the filtering panel to function, at least one global parameter must be created and linked in the relevant data model.

When to use the filtering panel

• Filtering across multiple views: Apply a filter to several dashboard elements at once to maintain consistency.
• Analyzing different data segments: Focus your analysis by isolating subsets of data with specific filter values.
• Testing scenarios: Try different combinations of filters to compare outcomes and uncover trends or outliers.

Add a filter

1. In the Toolbar panel on the right, select Edit Dashboard.
2. Select Dashboard Properties.
3. In the Design tab, expand the Filtering Panel section. Ensure the filtering panel is activated. You can choose to display the filtering panel at the top or bottom of the dashboard.
4. Switch to the Data tab and expand the Filtering Panel section.
5. Choose a filter from the dropdown menu. Your selected filter appear in the list below and directly on the dashboard.
6. In the Toolbar panel, select Save or Save As to save your changes.
7. On the dashboard, select the values you want to filter by, or use the search bar. Hold Ctrl to select multiple values.
8. Click Apply. The selected filters appear at the bottom of the dashboard, and the data refreshes automatically.
   If the Filters bar is hidden, go to the Toolbar panel on the right, select Layout, then click Filters to display it.

Edit a filter

1. In the Toolbar panel on the right, select Edit Dashboard.
2. Select Dashboard Properties.
3. In the Data tab, expand Filtering Panel.
4. Select the filter you want to edit.
5. Adjust any settings as needed.
6. In the Toolbar panel, select Save or Save As to save your changes.

Filtering panel properties

Property	Description
Description	Changes the filter label. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Selected Values	Sets the default values for the filter. Select a global parameter from the dropdown menu, or click the prompt icon to choose specific values.
Between, Not Between	Defines the start value for a range. Available only when Operator is set to Between or Not Between. Can use a global parameter or specific value.
And	Defines the end value for a range. Available only when Operator is set to Between or Not Between. Can use a global parameter or specific value.
Type	Determines how values are selected. Prompt – Choose values from a dropdown or searchable list, based on available prompts. Free Text – Enter values manually. Calendar – Pick dates from a calendar. Slider – Select a numeric range using a slider control.
Prompt Name	Sets the value list or search options. Available when Type is set to Prompt or Slider.
Operator	Defines the logical condition for filtering.
Views to apply filter	Specifies which dashboard views the filter affects. Only those views will respond to the filter selection.
Multiple selection	Allows selecting multiple values, without using the Ctrl key. Available only when Type is set to Prompt.

Remove a filter

1. In the Toolbar panel, select Edit Dashboard.
2. Select Dashboard Properties.
3. In the Data tab, expand Filtering Panel.
4. Check one or more filters to remove, then click the trash icon.
5. In the Toolbar panel, select Save or Save As to save your changes.