To add a dashboard filter, click on the ”+” sign located below the dashboard’s name. Start by selecting the datatype for the filter, which will influence the available filter option types—auto, manual, or custom. Note that the option type may vary based on the selected datatype.
Filter Variant: Choose between single select, multi-select, or search options for how users can interact with the filter.
Select Default Value: Automatically select a default value or allow users to choose one. This setting depends on the datatype.
Scope to Client: Filter options will be tailored based on the client. This ensures that filter choices are relevant to a specific client’s data context.
Label Column Setup: Configure a label column that displays descriptive labels for the values being filtered. This enhances readability and user understanding of what each filter value represents.
Dependent Filters: Establish dependencies between filters, such as making a ‘State’ filter dependent on a ‘Country’ filter. This ensures that filter options are contextually relevant.
Custom SQL: Directly write the left-hand side (LHS) equals the right-hand side (RHS) condition in the WHERE clause of your SQL query.
After setting up the filters and their application, click ‘Save’ to finalize and activate them on the dashboard. This process enhances data interaction, making your dashboard more dynamic and suited to specific analytical needs.