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Applying a Row-Level Filter to a Chart or Dashboard

To apply a row-level filter to a chart or dashboard:

  1. Click the filter icon () on the chart or dashboard. The dashboard-level filter icon is available only when all the charts are from the same data source.

    The Filters sidebar appears.

  2. Click . Three tabs appear allowing you to select a row-level filter, a group filter, or a saved filter.

  3. Select the Row tab. If you are using a KPI, raw data, histogram, or map markers chart, the Group tab is not available because all filters on these charts are row-level filters.

    The Saved tab shows saved filters that you can apply to a dashboard or chart. See Maintaining Saved Filters.
  4. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with three tabs appears in the Filters sidebar.

    • The Value tab allows you to select a filter value for the attribute. Continue following the steps in these instructions.
    • The Wildcard tab allows you to specify a wild card filter for the attribute. See Applying Wild Card Filters to a Chart or Dashboard for instructions on using a wild card filter.
    • The Keyset tab allows you to select a key set filter for the attribute. See Using Keysets for instructions on using key sets in a filter.
  5. Select the Value tab to create a regular row-level filter.

  6. Select Include or Exclude on the Value tab (depending on whether you want to include or exclude a value for the filter).

  7. Select the filter value from the list. To select all values, click Select All. Use the search bar to quickly find a value.

  8. Click Apply. If you create the filter at the dashboard level, it is applied to all the charts in the dashboard. Otherwise, it is applied only to the selected (active) chart.

  9. Optionally, repeat these steps to apply additional filters to the chart or dashboard.

Example

Suppose you want to learn what the planned sales are for different product categories for male customers in San Francisco. You might apply a series of row-level filters using the following steps.

  1. On your sales chart, select Group (x-axis) and then select Product Category from the list. The chart data is grouped by product category purchases.

  2. On your sales chart, select Planned Sales for the Metric (y-axis). Your chart might look like this:

  3. Click the filter icon () on the chart.

  4. Click Add Filter. By default, the Row tab is selected.

  5. From the list of attributes, select City.

  6. On the next page, select the Value tab and ensure Include is selected on the tab. Then locate and select San Francisco from the list of available attribute values.

  7. Click Apply. Your filter is now displayed on the Filters sidebar and is applied to your chart. The chart shows all planned purchases in San Francisco by category.

  8. In the Filters sidebar, click Add Filter again. By default, the Row tab is selected.

  9. Select the Gender attribute from the list.

  10. On the next page, select the Value tab and ensure Include is selected. Then select Male from the list of available attribute values.

  11. Click Apply. The Filters sidebar shows both filters you have applied to your chart. The chart shows all planned purchases in San Francisco by men. The purchases are grouped by category and might look like this:

  12. Filters are not saved automatically. To save your filter, select Save. If you want to share you filter, check the box labeled Share this Filter Set with my colleagues. This shares the filter with other users when they view dashboards created using that same source.

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