Create/Modify Dashboard Filter

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.

1. 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

2. Configuring a Filter:

• 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.

• 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

• 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”.

• Set option type as “Range” to select numeric ranges.
• Then, toggle over the “Advanced Options” to make it interactable.
• Finally, click on “Next”.

• 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”.

• 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”.

• 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”.

3. 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.

4. Modify Dashboard Filter:

• To modify the configurations of any dashboard filter, click on the “Edit” button.
• To remove a filter, select “Delete” filter.