Skip to main content

Dashboard filters

Dashboard filters apply to the entire dashboard. You can filter the dashboard by any fields from data sources used in this dashboard.

To add dashboard filters:

  1. Go to the Filters tab in your dashboard settings. You will see a list of data sources used in this dashboard.

  2. Click on the plus icon in the listed data sources to select fields, then click Apply.

  3. To finish, click Save.

Any widget using that data source will be automatically filtered, even if the used formulas have filters.

Drill-down filters

Admins can create a filter menu for viewers. This allows non-admins to explore data without changing the widget settings.

  1. Click the Filter icon in the dashboard header or go to the Filters tab in the dashboard settings.

  2. Under Drill-down filters, click Configure.

  3. Click the plus icon and select the fields you want the viewers to be able to filter by. You can choose from all the available fields in all the listed data sources.

  4. Once you're done, click Save.

From now on, all Global Admins and non-admins with access to this dashboard will see a Filters button in the top menu, and they will be able to explore the dashboard KPIs by your preset filters.

Filter by team

Team filters allow you to filter the dashboard by a specific group of people that you've pre-defined under Organization > Teams. The dashboard will visualize data from people on these teams and their sub-teams.