Filter a dashboard

By adding filters to a dashboard, you can create reports and other components 1 time, and let users filter by time, location, department, or other dimension. For example, you can filter a dashboard to see data for a particular business unit as of the end of the prior month.

The filters appear at the top of the dashboard and apply to all components that can be filtered. If you see a Filter at the top of the component, it can be filtered. You can exclude some components from the filter.

Subscription

Company

Regional availability

All regions

User type Business, Employee, Approver
Permissions Dashboard: List, View, Add, Edit

Add filters to a dashboard

  1. Go to the dashboard.
  2. In the upper right, select Settings.
  3. Go to the Filters tab.
  4. Specify how you want to filter the dashboard:
    • Select As of date to view data with a historical perspective.
    • Select up to 3 dimensions of the dimensions enabled for your organization.
  5. Select Save.

Your filters appear along the top of the dashboard.

Exclude a component from filtering

If you do not want a particular component to be filtered when someone selects a filter option at the top of the dashboard, you can exclude the component. This is useful if you have a component that displays fixed information, such as baseline data from a previous year or for a particular group of locations.

To exclude performance cards: 

  1. Hover over the component, and then select Settings.
  2. Go to the Filters tab.
  3. In the Dashboard filtering field, select Prevent.
  4. Optionally, select filtering options for the dimensions that you have set up.
  5. Select Save.

To exclude all other components: 

  1. On the component, select Settings.
  2. In the Dashboard filtering field, select Prevent.
  3. Select Save.

Use dashboard filters

When you filter the dashboard, the components are immediately updated.

  1. Select 1 or more filters.
    • Date: if you enter a date earlier than As of today, components ignore everything that has happened after that date. To re-enter today's date, enter t (for today).
    • Dimensions: You can select 1 dimension from each list.
  2. Select Apply.

Filters are sticky; your choices remain until you change them. To reset the filters, select Clear and then select Apply.

Which components can be filtered?

Dashboard filters apply to some, but not all, components.

The following components can be filtered:

  • Financial reports
  • Financial graphs
  • Performance cards
  • Custom Reports

The Filter indicator appears at the top of components that can be filtered.

The following components cannot be filtered: 

  • Standard reports, such as a Customer Aging report
  • Non-report components
  • Interactive Visual Explorer visualizations

Dashboard filters do not apply. This means that reports are run as of the current date with no dimension filters.

To make it clear that filters do not apply, the Filter icon does not appear at the top of the component.

Consider updating the component title to make it clear that it is not filtered. For example, you can change "Customer Aging" to "Customer Aging as of today."

CRW and ICRW reports on dashboards

Custom Report Writer and Interactive Custom Report Writer reports that are added to Dashboards can be filtered by dimensions using the top level dashboard filters. CRW and ICRW reports can also be excluded from a filter using the Prevent dashboard filtering setting.

When filtering by a dimension, the dimension must be included in the report or the filter will not work correctly.

For ICRW reports, the dimensions must also be added as prompts for the filter to work. See Add an ICRW report to a dashboard—ICRW for more information.

Filtering and permissions example

Filters and permissions can help you show the right information on dashboards to the right people.

Suppose you have an organization that has 4 entities (A, B, C, and D) and a top level. An employee has access to only entities A and B, which also allows them a small amount of access to the top level. If you want an employee to have access to the correct information in a dashboard at the top level, you can do the following:

  1. Add an Entity or Location filter to the top level dashboard.
  2. Add the employee to a group on the dashboard permission tab to allow them to see the dashboard.

This enables the employee to look at the dashboard from the top level and filter for the entities that they have permission to. They see top level information that they're allowed to see and their permitted entities.