Adding filters to a dashboard

This guide explains how to add filters to a dashboard.

Introduction

Filter data in widgets and dashboards to display only the information that you find relevant.

Concept

There are two types of filter:

Widget filters: Use widget filters to filter data at the level of individual widgets. For more information, see Creating widgets with filters.
Dashboard filters: Use dashboard filters to filter data at the level of dashboards and dashboard pages.

For more information about the different ways to filter data in Data Explorer & Dashboards, see Filtering data on a dashboard.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

Create a dashboard.

Add at least one widget to the dashboard.

Adding quickfilter widgets to a dashboard page

Quickfilter widgets allow you to filter data on a dashboard page.

Adding a date range quickfilter to the dashboard page

To add a date range quickfilter to the dashboard page, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.
Click the dashboard where you want to add the filter.
In the top right corner of the page, click Permanent filters and quickfilters.
Click Date range quickfilter on page.
In the Select widgets field, select the widgets to which you want to apply the quickfilter.
In the date picker, select the date range.
Click Apply.

As a result, the selected widgets only display data for the selected date range.

The quickfilter appears on the page as a widget. Anyone with view access to the dashboard can interact with this widget.

Adding a dimension quickfilter to the dashboard page

To add a dimension quickfilter to the dashboard page, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.
Click the dashboard where you want to add the filter.
In the top right corner of the page, click Permanent filters and quickfilters.
Click Dimension quickfilter on page.
In the Select widgets field, select the widgets to which you want to apply the quickfilter.
In the Choose dimension drop-down menu, select the dimension by which to filter data.
In the Filter by drop-down menu, select the dimension values by which to filter data.
Click Apply.

As a result, the selected widgets only display data for the selected dimension values.

The quickfilter appears on the page as a widget. Anyone with view access to the dashboard can interact with this widget.

For more information, see Configuring dashboard page-level dimension quickfilters.

Setting the default configuration for the page-level quickfilter

To set the default configuration for the page-level quickfilter, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.
Click the dashboard with your filter.
Hold the pointer over the quickfilter, and then click Widget settings in the top right corner.
Click Set currently applied filter as default.

As a result, when you or a viewer opens the dashboard, they first see this default configuration applied to the quickfilter. They can interact with the quickfilter and temporarily change this configuration.

Adding quickfilter headers to a dashboard

Quickfilter headers allow you to filter data on several dashboard pages with one filter.

Adding a date range quickfilter to the dashboard

To add a date range quickfilter to the dashboard, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.
Click the dashboard where you want to add the filter.
In the top right corner of the page, click Permanent filters and quickfilters.
Click Date range quickfilter on dashboard.
In the Select pages field, select the dashboard pages to which you want to apply the quickfilter.
In the date picker, select the date range.
Click Apply.

As a result, widgets in the selected dashboard pages only display data for the selected date range.

The quickfilter appears as a header on the top of the selected dashboard pages. Anyone with view access to the dashboard can interact with this header.

Adding a dimension quickfilter to the dashboard

To add a dimension quickfilter to the dashboard, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.
Click the dashboard where you want to add the filter.
In the top right corner of the page, click Permanent filters and quickfilters.
Click Dimension quickfilter on page.
In the Select pages field, select the dashboard pages to which you want to apply the quickfilter.
In the Choose dimension drop-down menu, select the dimension by which to filter data.
In the Filter by drop-down menu, select the dimension values by which to filter data.
Click Apply.

As a result, widgets in the selected dashboard pages only display data for the selected dimension values.

The quickfilter appears as a header on the top of the selected dashboard pages. Anyone with view access to the dashboard can interact with this header.

Setting the default configuration for the dashboard-level quickfilter

To set the default configuration for the dashboard-level quickfilter, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.
Click the dashboard with your filter.
In the quickfilter header, set the configuration.
Click Edit dashboard quickfilter.
Click Set as default.

As a result, when you or a viewer opens the dashboard, they first see this default configuration applied in the quickfilter. Anyone with view access to the dashboard can interact with the quickfilter and temporarily change this date range.

Adding permanent filters to the dashboard

To add permanent filters to the dashboard, follow these steps:

Select the workspace you work with in Adverity and then, in the platform navigation menu, click Dashboards.
Click the dashboard where you want to add the filter.
In the top right corner of the page, click Permanent filters and quickfilters.
In the menu, click Permanent filter.
In the All pages section, click Add/Remove.
Select the checkboxes for the pages to which you want to apply the filter.

Only one permanent filter can be applied to a dashboard page.
In the Filters section, click Add dimension filter.
In the Choose dimension drop-down menu, select the dimension by which to filter data.
In the Filter by drop-down menu, select the dimension values by which to filter data.
Click Apply.
(Optional) To add a second permanent filter, click Add permanent filter + and repeat the steps above.
Click Apply.

An example of adding two permanent filters to a dashboard

As a result, a permanent filter has been added to the dashboard.

Video guide: How to apply advanced filters in Adverity

This video guide explains how apply permanent filters, dashboard filters and widget filters in Adverity.