How to use dashboard filters
Filter your entire dashboard by any fields from the data sources used in this dashboard. Dashboard filters will apply to all widgets on the dashboard.
To add dashboard filters:
Open your dashboard and click the Filters button > Configure in the top menu. You will see a list of data sources used in this dashboard that are available for filtering.
Click on the plus icon by the available data sources to add filters. These filters work in the same way as in the formula editor.
To finish, click Save.
Create a drill-down menu for dashboard viewers
Admins can create a filter menu for viewers. This allows non-admins to explore data without changing the widget settings.
Open your dashboard and click the Settings button in the top menu.
Go to the Filters tab.
Find the section called Create drill-down menu for viewers and click Configure.
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.
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 your dashboard data by teams
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 show data from people on these teams and their sub-teams.
Open your dashboard and click the Settings button in the top menu.
Go to the Filters tab.
Enable the Filter by team option and select teams. Click Save.
To finish, click Save again.