Dashboard Filters
Overview
Section titled “Overview”Filters narrow dashboard data so users can focus on a time window, category, tenant segment, status, or selected value. They are essential for dashboards that serve more than one question.
How it works
Section titled “How it works”A filter applies to widgets that can resolve the selected field. Time filters affect time-aware widgets. Dimension filters affect widgets with matching catalog fields. The chart-drill menu offers a cross-filter shortcut only when a supported chart-series click resolves to a dimension that matches a configured dashboard filter field.
Step-by-step
Section titled “Step-by-step”- Decide whether the dashboard needs global or widget-specific filters.
- Add a time filter for time-based dashboards.
- Add dimension filters for key business categories.
- Confirm that each target widget responds correctly.
- Test empty states and default values.
- Wait for the automatic persistence or compile indicator to finish after each change. The dashboard has no separate Save action.
Common mistakes
Section titled “Common mistakes”Do not add many filters before users ask for them. Too many controls make dashboards harder to read.
Do not filter on fields with unclear labels. Fix metadata first so users understand what they are selecting.