Adding Filters to a dashboard
Dashboard filters can be used to adjust and narrow the analysis results to only the data desired. When using filters, the underlying analysis and explorations are filtered down at the data level, and new analyses are executed.
Creating a Filter
To create a Filter:
- On your dashboard of choice, look for the “Add Filters” button on the top left hand corner, under the Dashboard title.
- This will pop up a settings box in which you can add one or more dashboard filters. To do so, select your Query, Field and filter parameters. Sisu will attempt to provide you available values for your filter settings.
Query or table name
Dashboards that contain data from more than one data table or query will require the user to know this table. The value is only applied to tiles that are based from this data set. Due to this fact, more than one similar dashboard filter may be needed.
Applying multiple filters
Multiple filters can be added with “AND” or “OR” syntax between each by hitting the “Add Filter” button at the bottom of the settings box. Each “OR” statement will be nested so that you can apply multiple “OR” statements between each “AND” statement. This logic will be all applied under the same data source to the appropriate underlying analysis or exploration.
Setting default filters Defaults can be configured so that the first time a user views the dashboard from the dashboard overview page they will have the filters set to specific values. However once filters are changed, the URL can be shared and will store the values set when shared.
To set a default filter, click “set default filters” to save or update your default settings.
If filters are changed, click “restore” filter to set back to the default settings for this dashboard
To disable a filter - click the eye icon next to the filter to toggle between disabled. This will ignore the filter criteria for this run of the dashboard.
Editing or Removing a Filter
To edit or delete a Dashboard:
Click the filter icon for the Dashboard, and modify your filter. This includes adding or removing filters as well.
Scheduling Dashboard Runs
Scheduling is only applicable to the default filters and the underlying analysis at this time