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Dashboard Filters and Their Properties

Accessing Dashboard Filter Properties​

In order to add a new dashboard filter:

  1. Go to the Dashboard editor and select Add Filter ⇒ Add Dashboard Filter.

  2. The Dashboard Filter menu will open. By default, the selected data source will be the data source used in your first visualization. You can configure or change it using the overflow menu next to the data source's name.

Selecting Dashboard Filter data source menu

  1. Choose which dataset to use as a dashboard filter and click/tap on Select Data.

Filter Settings Overview​

You will be able to change the following settings for the filter:

Dashboard Filter settings menu

  • Title: The title for the dashboard filter, which will be displayed right under the dashboard title. By default, this is the name of the field that will be used as a filter.

  • Displayed Field/Element: The field in your dataset, which will be used as a dashboard filter.

  • Selection: This setting allows you to configure: Multiple Selection (more than one value can be selected at a time) and/or Required Selection (at least one value must always be selected).

  • Data Filters: This setting allows you to apply any field filters and rules to the data source used for the dashboard filter.

  • Connected Visualizations: Whether your dashboard will be connected to any visualization or not.

Displayed Field​

note

For dashboard filters using data from Microsoft Analysis Services and Google Analytics, this setting is named Displayed Element.

The Displayed Field/Element setting specifies the dataset field that will be used to display the values in the Dashboard Filters. Listed values will not be repeated even if they appear multiple times in the original dataset.

You can change the displayed column in Edit mode by selecting the Edit button in the overflow menu next to the dashboard filter name.

Accessing dashboard filter edit mode

Multiple Selection​

Reveal supports the selection of multiple dashboard filter values simultaneously. This is meant to enable side by side comparison between different elements in a collection. For instance, in the HR Dashboard dashboard you can compare the hires and absences over time of different offices by enabling multiple selection.

Filters multiple selections applied to a dashboard

In order to enable "Multiple Selection", you must switch the dashboard to Edit mode ⇒ choose Edit from the overflow menu of a dashboard filter ⇒ Selection ⇒ tick Multiple Selection checkbox.

Enabling dashboard filters multiple selections

Required Selection​

Dashboard filters can be configured to require a selected option or not. By default, selections are not required. Making selections optional allows the user to uncheck all dashboard filter values, which removes the filter from the performed query. The query retrieves all data from the data source, and No Selection is displayed in the dashboard filters row.

In order to enable "Required Selection", you must switch the dashboard to Edit mode ⇒ choose Edit from the overflow menu of a dashboard filter ⇒ Selection ⇒ tick Required Selection checkbox.

Enabling dashboard filters required selection

Data Filters​

You can also apply filters to the fields in the dataset displayed in the Dashboard Filter. This allows you to filter out null or empty values on a specific field (empty values filter). You can also select specific values, or add rules to your field in order to change the options depending on the field type. For more information, visit the field filters and rules section.

For example, if you use the Fullname field to filter the data in your HR Dashboard, the Dashboard filter will show a list of all employees in all offices of the company:

Full name dashboard filter applied to HR Dashboard

If you want your filter list to contain only employees working in a particular office, e.g. London, UK, apply a data filter as shown below.

Applying a data filter to your dashboard filter​

To apply field filters and rules to the data source used as a dashboard filter and have the dashboard filter show only the employees in the London, UK office (as in the example above), follow these steps:

  1. Go to Data Filters in Dashboard Filter settings.

  2. Select Employee name for the Displayed Field property.

  3. Click/tap on Select a Field and choose Office from the list.

Selecting a field for a data filter in the dashboard filter settings menu

  1. In the following dialog, select the filter type you want to apply (choose Select Values for the purposes of this example):

Dashboard Filters Filter type option

  1. Choose London, UK from the list and click/tap on the Create Filter button.

Next Steps​

Now that you have already created your dashboard filter, you will need to connect it to the visualizations you want to apply filtering to. To learn more about this, please read Connecting Dashboard Filters to a Visualization.