Filters

Use filters to filter data that is displayed within dashboards and widgets. Filters help you to interactively explore the data that you want to display in the widgets. You can add filters at dashboard-level and at widget-level. Dashboard Designer Tool displays two types of filters, default filters and custom filters. Default filters are already provided in the Dashboard Designer. However, you can also create your own filters and save them as custom filters. You can create multiple custom filters, categorize them, and save them for future use. Adding custom filters or default filters to dashboards is optional. You can add filters when you are creating or modifying dashboards.

Layouts display a filter area where you can add filters. Widgets display a Set Filters Set Filters icon to set widget-level filters.

Whenever you add dashboard-level filters or widget-level filters, you must map them in assisted data definitions or manual data definitions in individual widgets of the dashboard. If filters are not mapped, then you cannot filter data in widgets. For example, if a dashboard contains four widgets, and you mapped filters in two widgets only, then whenever you apply filters, data in those two widgets is filtered. The data in the remaining two widgets remains unaffected.

If a dashboard has multiple occurrences of the same filter at dashboard-level and widget-level, then always only a single common version of that filter is maintained within the dashboard. Whenever you modify such a custom filter and reattach it to a single widget within the dashboard, all the other similar filter occurrences, use the recently added filter version.

The following are the filter version scenarios that you must consider while reattaching filters:
  • If two dashboards contain multiple occurrences of the same filter, then each dashboard maintains its individual version. If you modify the filter and reattach it to only one dashboard, then only that dashboard uses the updated version of filter. The filter version in the second dashboard remains unchanged.
  • The recently added filter version always overrides the existing filter versions, irrespective of the individual filter versions. For example, when two versions of a custom filter exist, and an older version of the filter is attached to a widget template, whereas a modified version of the same filter exists within a dashboard. Then, if you add the widget template to the dashboard, the filter version of the widget template is used because it is the recently added filter.