Adding a filter widget

You can add a column to the canvas and use it as a widget for filtering data. This type of filter is known as a context filter.

Procedure

  1. In the Data pane, expand the data asset to see its contents.
    Sources icon

    If you don't see the list of data assets, click the Switch to edit icon.

    Edit icon
  2. Drag the column that you want to use as the filter widget to the canvas of the dashboard or story.

    You can also add a column from the This tab filter area as a filter widget. Click the Menu icon and click Add to canvas.

    Menu icon
  3. Filter the data in the visualizations.
    • If the column contains distinct values, select the values that you want to use in the filter widget.
    • If the column is a hierarchy, expand the levels in the hierarchy and select the members or levels that you want. For example, select 2017 and each quarter in 2016.
    • If the column has the data type of date, time, or timestamp (also known as datetime), select before, after, or between for the dates to include in the filter.