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External Link Filtering

The External Link feature shares a real-time version of a dashboard with others via a secure, shareable URL. Recipients can access the dashboard without signing in, and any updates to the original dashboard are reflected immediately.

External link filtering lets you add filter parameters to the URL so viewers see only specific subsets of data. This can be useful when sharing targeted reports, such as data for a single region, department, or time period.

  1. From the navigation panel, select Dashboards and open the dashboard you want to share.
  2. In the Toolbar panel on the right, click the Sharing icon.
  3. Select External Link. The dashboard opens in a new browser tab with a shareable URL.

You can append filter parameters to the end of the external link URL. This allows you to preset the dashboard to show only data meeting the filter criteria. Use the following syntax:

&F=<Field>=<Value>
ParameterDescription
<Field>Enter the exact name of the field to filter. Field names must match those used in the dashboard’s data model. If the field name contains spaces, replace each space with %20 in the URL.
<Value>Specify the data value to match. Use the correct case and spelling as it appears in the data.

Example

If you need to prepare a report reviewing sales only for the years 2018 and 2019 and for the France supplier, append the following to the URL:

&F=Year=2018;2019&F=Supplier%20Category=FR

After loading the modified URL, the dashboard automatically updates to show only records that match both conditions.

tip

Verify that your filter is applied corectly by enabling the Filters bar. In the Toolbar, select Layout, then Filters to show the bar at the bottom of the dashboard.