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Applying a Row-Level Filter to a Chart or Dashboard

You can apply row-level filters for the data in a chart. When all the charts in a dashboard use data from the same data source, you can apply row-level filters for all the charts in the dashboard.

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

  1. Click the filter icon () on the chart or dashboard or select Filters from the chart menu (). 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 create a row-level filter, a group filter, or a saved filter:

    Tab Description
    Row The Row tab allows you to create a row-level filter, as described in the rest of this topic.
    Group The Group tab allows you to create and use a group filter. See Applying Group Filters. 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.
    Saved

    The Saved tab shows saved filters that you can apply to the dashboard or chart. See Maintaining Saved Filters.

  3. Select the Row tab and then select the filter attribute, number, or time field you want to use from the list. The process of creating a row-level filter varies based on the type of field you select.

  4. After the filter specifics have been provided, click . 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.

  5. 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 . 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 . 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 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 . 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, click on the Filters sidebar. The Save Filter Set dialog appears.

    If you want to share your filter, slide the Share Filter Set toggle on (to the right). This shares the filter with other users when they view dashboards created using that same source.

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