Create Dashboard and Chapter Filters

Create a dashboard or chapter filter by dragging attribute and metrics from the Datasets panel to the Filter panel.

1. Open the dashboard you want to modify.

2. Select the chapter to filter.
3. Drag an attribute or metric to filter on from the Datasets panel to the Filter panel.

To use a visualization instead of an attribute or a metric, see Create and Edit a Visualization-Based Filter for a Chapter.

4. Click More next to the filter and define the filter. The available options vary based on the object you select.
Options

Display Style: Choose the appropriate filter style. See Filter Display Styles for descriptions of each filter style.

Show option for all: Displays an (All) filter option.

Include: Displays data only for the selected values.

Exclude: Displays data for all values, except the selected ones.

Filter by Rank: Ranks the attribute based on the metric you select.

Qualify on Value: Displays data by the selected metric values.

Qualify on Rank: Assigns a numeric rank of Highest, Lowest, Highest %, or Lowest % to the selected metric values.

5. You can apply a filter to a single chapter, multiple chapters, or across your entire dashboard. Click More next to the filter, point to Apply Selections To, and do one of the following:
   • To use the filter for the current chapter only, select This Chapter Only. Any changes you make to the filter affect only this chapter.
   • To use the filter across all chapters that use the same filter, select All Chapters Containing This Filter. Any changes you make to the filter are then reflected across your entire dashboard.

     To apply the filter across your entire dashboard, add it to the remaining chapters.

Related Topics

Dashboard and Chapter Filters

Limit the Source of Chapter Filter Elements

Require Filter Selections

Create a Default Dynamic Selection Filter

Disable Filter Interactions in Library

Use Attribute Filters to Target Other Attribute Filters within a Chapter