Create/Modify Dashboard Filter
Dashboard filters allow for more precise data viewing and analysis within your dashboard.
Last updated
Dashboard filters allow for more precise data viewing and analysis within your dashboard.
Last updated
Take control of your data exploration with DataBrain's powerful dashboard filters. Whether you need simple dropdowns, dynamic ranges, or complex SQL-based filtering, our comprehensive filter system puts precision data analysis at your fingertips. This guide walks you through creating and customizing filters that transform how you interact with your dashboards.
Add Dashboard Filters:
Click the "+" icon to add a dashboard filter.
Choose filter type from the dropdown menu:
Select: Creates filters at the top of your dashboard
Switch Select: Creates compact dropdown filters with labels in the left sidebar "Filters" panel
Other: Creates additional filters in the left sidebar "Filters" panel
Configuring a Filter:
Choose the desired type of filter from the "Option Type" radio buttons:
Method 1: Auto Filter Type
Automatically filters based on existing database columns - best for straightforward data filtering without customization.
Method 2: Range Filter Type
Creates min-max sliding selectors - perfect for numerical data like prices, ages, or quantities.
Method 3: Date Filter Type
Handles all time-based filtering - ideal for selecting date ranges and time periods.
Method 4: Manual Filter Type
Uses predefined static options - great when you need a fixed list of specific choices.
Method 5: Custom Filter Type
Enables complex SQL-based filtering - essential when you need custom logic or calculations in your filters.
Common Customization Options
Filter Variant: Choose between single select, multi-select, or search options
Choose a Unique Label Column: Configure descriptive labels for filter values
Show Client Scoped Filter Options: Tailor filter options based on client context
Auto Select Default Value: Set automatic default values based on datatype
Depend On: Establish dependencies between related filters
Method 1: Auto Filter Type
Use: Automatically filters based on existing database columns - best for straightforward data filtering without customization.
Set option type as "Auto" for automatic filtering.
Then, choose the required variant from the "Filter Variant" radio buttons.
Single-Select: For single value selection
Multi-Select: For multiple value selection
Search: To search a value
Toggle over the "Advanced Options" to make it interactable.
Finally, click on "Next".
Method 2: Range Filter Type
Set option type as "Range" to select numeric ranges.
Then, toggle over the "Advanced Options" to make it interactable.
Finally, click on "Next".
Method 3: Date Filter Type
Set option type as "Date" for date-based filtering.
Choose the suitable option from "Date Type" buttons.
Date Selection: Select a manual date range with "Enable Restrictions" option
Present Date: Specify a Time Interval and Time Grain to quickly set predefined date ranges
Then, toggle over the "Advanced Options" to make it interactable.
Finally, click on "Next".
Method 4: Manual Filter Type
Set option type as "Manual".
Then, choose the required variant from the "Filter Variant" radio buttons.
Single-Select: For single value selection
Multi-Select: For multiple value selection
Search: To search a value
Then, toggle over the "Advanced Options" to make it interactable.
Finally, click on "Next".
Method 5: Custom Filter Type
Set option type as "Custom".
Then, choose the required variant from the "Filter Variant" radio buttons.
Single-Select: For single value selection
Multi-Select: For multiple value selection
Search: To search a value
Use SQL Editor to write queries and specify Column Name and label
Then, toggle over the "Advanced Options" to make it interactable.
Set dependencies if needed through "Depend On" section.
Finally, click on "Next".
Apply on and Variable Filter:
Apply on:
Choose the dataset and column for which the filter should be applied.
In the "Restrict Metrics" drop-down, you can select the columns for which the filter will be restricted.
To use custom sql, please refer the below link:
Variable Filter:
Use the variable filter to convert data into lowercase and assign a variable name, e.g. {{global_value}}, for future reference in SQL queries.
Copy the assigned variable {{global_value}} to use in your custom SQL query.
Refer to the link below for a detailed guide on using the variable filter.
Finally, click on "Save" to create the filter.
For a more detailed guide on Variable Apply On, kindly refer the below link:
Modify Dashboard Filter:
To modify the configurations of any dashboard filter, click on the "Edit" button.
To remove a filter, select "Delete" filter.
