Advanced Analytics - Dashboard Filters and Parameters

What this feature does and when to use it?

If you ever find yourself in a situation where you need to create nearly identical copies of the same dashboard, with just one different variable, there’s a better solution.

Instead of creating multiple copies of the same dashboard, you can add filter or parameters. These let users change the data shown on dashboard cards themselves, without needing a separate dashboard for each variation.

1. Click the pencil icon to enter the dashboard editing mode.

2. Click the filter icon that appears in the top right to add a filter.

3. Select a filter type

4 .Connect your filter to dashboard cards to one or more dashboard cards on any or all tabs.

5. Save your changes.

Advanced Analytics will display the filter only if the filter is connected to a card on the current dashboard tab.

The type of filter or parameter widget you choose will determine how the widget works, as well as which fields you’ll be able to filter your cards by:

Filter widgets:

Parameter widgets:

When picking a Time filter, Advanced Analytics will prompt you to pick a specific type of date picker widget:

Single Date and Date Range will provide a calendar widget, while the other options all provide slightly different dropdown interfaces for picking values. To get a widget that’s just like the time filter in the query builder, choose All options.

You can add a time grouping filter to a dashboard to change how charts are grouped by time.

For example, you may want to look at the time series charts grouped by month by default, but give people the option to view the results by other groupings: by week, by quarter, and so on.

Time grouping parameter widget can only be connected to questions built with the graphical query builder.

This widget doesn’t filter data in the charts; the widget just changes the time granularity for any cards that have a datetime field connected to the widget.

You can group by:

There are four types of Location filters to choose from:

The ID filter provides a simple input box where you can type the ID of a Owner, deal name etc.

You can choose from:

A flexible filter type that will let you create either a dropdown menu or an input box to filter on any category field in your cards. Options include:

Dashboard widgets apply across all dashboard tabs, though they’ll only be displayed when a tab has cards connected to the widget.

Steps to connect a filter to a dashboard card:

Here we’ve wired up a Date Picker filter to the “Deal Value Closed over Time” card, telling Advanced Analytics that the column to filter on should be the Deals Close Date field:

If other cards on your dashboard have the same field as the one you selected, Advanced Analytics will automatically connect the filter to those cards, including relevant cards on other tabs.

You can even wire up filters to text cards, but only if the text card includes a variable.

Requiring a filter or parameter:

You can tell Advanced Analytics to require a filter so that people must filter the dashboard by a certain column on a card. If you require a filter, you’ll also need to supply a default value for that filter.

When should I require a filter?

Editing a filter:

To edit a filter’s settings:

From this filter editing view, you can wire up dashboard cards to the filter, or use the filter settings sidebar to:

Renaming the filter only affects the filter’s display; the label has no effect on filtering logic.

If you change the type by mistake, click Cancel to exit edit mode without saving.

How to make a multi-select filter?

How to Change a filter’s selectable values?

If you don't see 'Dropdown list' as an option, go to Filter widgets: Dropdown list for more info.

If you don’t see “Dropdown list” as an option, go to Filter widgets: Dropdown list for more info.

For example, you might want to set a default filter value like “Active”, so that when people load your dashboard, they only see data for “Active” records (not “Inactive”, “Cancelled”, etc).

Accidentally removed a filter? Click Cancel in the top-right to exit edit mode without saving changes.

In dashboard edit mode, click on the grabber handle (six dots) on the right side of a filter widget, then drag the widget to a different position.

You can also link filters so that a child filter knows to limit its choices based on the activation of a parent filter.

Say you have two filters, one to filter by state, the other to filter by city. You can link the city filter to the state filter so that when someone filters by California, the city filter will “know” to only show cities in California. In this case, state is the parent filter, and city is the child filter.

To link filters:

In the above scenario, with a state and city filter, we’d edit the child filter, city, by clicking on the gears icon on the city filter. From the filter sidebar on the right, select the Linked filters tab.

Limitations of linking filters

Once you’ve added a filter to your dashboard, just click on the filter widget to select a value and activate the filter. To stop filtering, just click the blue ‘X’.

Your active filter will only apply to your view of the dashboard. If someone else is viewing the same dashboard link at the same time, they won’t see your filter.

💡You can also set up a dashboard question to update a filter on click.