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You can add a single filter or filter groups to a filter panel through the filter widget. (See tutorial on how to add here). Once added, filters will display in the panel available for dashboard builders and end users to use on the dashboard. 

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Section


Column



Column


Number

Feature

Description

1

Drag filter panel

Click and drag this icon to move the filter panel to another location.

2

Filter properties panel

This button brings up the filter properties panel. Learn more.

3

Remove filter panel

Click on this button to delete the filter panel.

4

Link Filters

This button allows you to open set up for manually linking all or multiple filters. (A separate option is available to link individual filters.) Learn more. 

5

+ Filters

This button allows you to add user prompt report filters to the filter panel. Options include adding individual filters, or a filter group. Learn more.

6

Menu option

Click on this menu option to perform actions on this filter panel. Option includes:

  • Close: this option allows you to collapse the filter panel, maximising the amount of room allocated to the display of your report. The filters can always be accessed again by clicking on the left side navigation filter button.

7

Filter 

The filter(s) added to this panel. Select a filter value or ‘all’ using the toggle (see below).

8

Select all

Enables users to select all filter options in a list filter. This appears only if you have a list.

9

Re-order filter

Use the  icon to drag and move a filter above or below another.

10

Individual filter menu

Brings up a menu for the selected filter. Option includes:

  • Entry Style: Specify how the filter entry values will be displayed for the user to select them. Learn more.
  • Link To: allows you to manually link an individual filter to other reports on the dashboard.
  • Delete: Delete the filter.

11

Dashboard filter bookmarks

Allows you to bookmark a filtered dashboards, or apply a saved bookmark. Learn more.

12

Refresh cached filters 

The button allows you to refresh Clicking this button refreshes the cached filter values, but it does not re-run the report (see Apply below). Note that this button will only appear if your filter contains cached values.

13

Reset filter

Removes selected filter values to reset filters to their default values or no selection.

14

Apply

Allows you to apply selected filter values.  

Note: Features 11, 12, 13, and 14 together make up the filter control. These appear at the end of a filter panel by default, to be used by dashboard users.



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