How to apply filters to a dataset dashboard

Dataset editors can create filters (also known was "groups" or "audiences") that viewers can use to filter all of the analyses across the dashboard at once. Any analyses that are already filtered will have their own filters as well as the dashboard filters applied.

Applying filters to a dashboard

To add filters to a dashboard, click the Edit button in the upper right to to put the dashboard in edit mode (this is only available to editors of that dataset). Add filter variables to the dashboard by clicking the “+ Add groups” button to slide in the filter creation interface.

dashboard_filters_panel.png

Click or drag the variables you want to be used as filters to the Select or drag variable dropzone. You can drag and drop your chosen variables into any order you like. When you are done, click Save.

After saving, the selected variables will appear in a sidebar to the left of the dashboard.

dashboard_filters_example.png

When you open the dashboard, no subgroup from any of the variables will be selected. You can choose one category from each variable in the list, or leave some unfiltered. The options you select in this panel are visible only to you. The view for any other user of the dataset is not changed. If you would like to share a particular pre-filtered view of the dashboard (to someone who already has access to the dataset), you can copy the URL of the dashboard and send them that since it contains the current filter selection.

Removing and Editing filters

To remove filters, click the X next to the filter name while in edit mode. To reopen the filter interface panel, click Edit Groups at the bottom of the sidebar.

For more information on how to create a dataset dashboard click here.