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Filtering Data on a Dashboard

With Zoomdata dashboards, you have the flexibility to filter your data either at the dashboard level or at the chart level. This section will walk through the dashboard-level filter .

The dashboard-level filter is available only when all the charts are from the same data source.

  1. Click the Filter icon.
  2. Create a new filter or select from saved. To create a new filter, perform the following steps:
    • In the Add Filter dialog box under the New Filter tab, select the required attribute from the list of available attributes, which can be used as filters.
    • The next page of the Filters pane is displayed. Select Include .
    • Select the required attribute from the list. The list of selected options is displayed under the Selected tab.
      Use search to quickly find the required value.
  3. Click Apply .

Save a Filter

When you have created filters and applied them to a dashboard, they will be listed under Active Filters . You can save these filter settings in a single saved filter and apply it later to the charts from the same data source. To save the filter, perform the following steps:

  1. Click the Filter icon.
    In the Active Filters dialog box, the applied filters are listed.
  2. If you want to view the list of applied filters on the chart, under Show Filters as Subhead , select Yes .
  1. Click Save . In the Save Filter Set dialog box, specify the name of the saved filter. If you want to share this saved filter with other users, select the Share this Filter Set with my colleagues checkbox.
  2. Click Save Filter Set . All the saved filters are listed under the Saved Sets tab in the Add Filters dialog box:

EDIT A Saved Filter

To edit a saved filter, perform the following steps:

  1. Click the Filters button.
  2. In the Add Filters dialog box, click the Saved Sets tab.
  3. Click the saved filter that you want to edit.
  4. Select the Filters button. In the Active Filters dialog box, make the necessary changes.
  5. Click Save .

DELETE A Saved Filter

To delete a saved filter, perform the following steps:

  1. Click the Filters button.
  2. In the Add Filters section, click the Saved Sets tab.
  3. Find the saved filter that you want to delete and click the Delete button.

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