Dockable Filter Control

The Dockable Filter Control lets you place an interactive filter panel directly on your dashboard. Users can select filter values in real time, and you can position and customize the panel anywhere to fit your layout and workflow. You can add more than one dockable filter control to a single dashboard.

Dockable filters work best with fields containing a small number of distinct values. For larger datasets, use the filtering panel.

important

For the control to function, at least one global parameter must be created and linked in the relevant data model.

When to use the dockable filter control

• Providing on-demand filtering: Interact with filter controls directly for quick data exploration.
• Customizing filter placement: Position filter controls where they best fit your dashboard layout and user flow.

Add a dockable filter control

1. In the Toolbar panel, choose Edit Dashboard.
2. Select Miscellaneous Controls.
3. Drag the Dockable Filter Control onto the dashboard. A gray highlight shows possible placement sections.
4. Resize the control by dragging its sides or corners.
5. Select the control and click the Properties icon.
6. On the Data tab, expand Data Configuration, then Parameters.
7. In the Patameter dropdown, select a parameter.
8. Adjust paramaters in Data Configuration and Default Selection.
9. (Optional) On the Advanced Options tab, enable single selection to allow only one value selection at a time, and specify which dashboard views are affected.
10. Save your changes.

Data Configuration

Parameter	Description
Parameter	Selects the required global parameter for the filtering panel. This determines which underlying field or values the filter uses.
Prompt Name	Chooses the prompt used for user input. By default, this matches the global parameter.
Sort Order	Sets whether parameter values appear in ascending or descending order.
Sorted Field	Chooses the data field used for sorting filter values.
Display Value	Selects which field appears as the label for each value in the panel.

Default Selection

Parameter	Description
Default Selected Values	Sets the value to be automatically selected when the dashboard loads. You can use a global parameter or select a value using the prompt icon.

Customize the dockable filter control

1. In your dashbaord, select a dockable control and click the Properties icon.
2. On the Design tab, adjust the parameters to customize the control’s appearance and behavior.
3. Apply the same tile style to another dockable filter control by selecting your control, clicking the Copy Widget Style icon, and selecting the other control.
4. Save your changes.

Tile Header

Parameter	Description
Area	Adjusts the font scaling and horizontal spacing for the header area.
Title	Sets and customizes the title text for the header.
Subtitle	Sets and customizes the subtitle text for the header.
Divider	Sets the size and color of the line separating the header from the panel contents.

Title

Parameter	Description
Description	Adds a title or a description to the panel. Select the translation icon next to the text box to add labels in multiple languages.
Description Font Size	Sets the font size for the panel description.
Color	Sets the font color. Use the color picker and select Apply, or enter a HEX code manually.
Position	Positions the description at the top or bottom of the panel.

Global Panel

Parameter	Description
Background	Sets the background color of the filtering panel. Use the color picker and select Apply, or enter a HEX code manually.
Orientation	Sets the layout to vertical or horizontal.
Custom Width	Allows you to manually adjust the panel width when selected.

Items Style

Parameter	Description
Items	Customizes the font color, background color, and font size of the filter items. Use the color picker and select Apply, or enter a HEX code manually.
Selected Items	Customizes the font color and background color for selected items. Use the color picker and select Apply, or enter a HEX code manually.

Tile Style

Parameter	Description
Border	Sets the thickness and style of the panel border.
Spacing	Sets the padding inside the panel edges.

Apply filters

After adding and customizing a dockable filter control, use it to filter dashboard data. If the Filters bar at the bottom of the dashboard is hidden, go to the Toolbar panel, select Layout, then select Filters to display it.

1. On your dashboard, select a dockable filter control.
2. Select a parameter value, then choose:
   • Add to Filter – show records matching the selected parameter (= operator).
   • Exclude from Filter – excludes records matching the selected parameter (<> operator).
3. Repeat the process for other parameter values.

Remove a filter

1. On your dashboard, locate the Filters bar at the bottom.
2. Hover over the filter you want to remove.
3. Select the X above it to delete it immediately.
4. Alternatively, select the dockable filter control and choose Clear filter.
5. Save your changes if you want to keep the modifications.