Filtering Panel

The Filtering Panel lets you apply filters that control which data appears across your entire dashboard. You can filter by a dimension or a measure. When enabled, the panel appears by default at the top of the dashboard and displays all selected filters, allowing you to test combinations and show only the data you need.

important

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

When to use the filtering panel

• Filtering across multiple views: Apply a filter to several dashboard elements at once to maintain consistency.
• Analyzing different data segments: Focus your analysis by isolating subsets of data with specific filter values.
• Testing scenarios: Try different combinations of filters to compare outcomes and uncover trends or outliers.

Create a filtering panel

Enable the filtering panel

1. In the Toolbar panel on the right, select Edit Dashboard.
2. Select Dashboard Properties.
3. In the Design tab, expand Filtering Panel. Ensure the filtering panel is activated.
4. Set its location to Top or Bottom of your dashboard as needed.

Add filters to the panel

1. In the Properties panel, select to the Data tab.
2. Expand Filtering Panel.
3. Select a filter from the dropdown list. It appears in the filter list and directly on the filtering panel.
4. Expand the filter in the list and adjust settings as needed.
5. Add other filters as needed.
6. Save your changes.

Filter settings

Property	Description
Description	Change the filter label. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Selected Values	Choose the default values for the filter. Select a global parameter from the dropdown menu, or click the prompt icon to choose specific values.
Between, Not Between	Define the start value for a range. Available only when Operator is set to Between or Not Between. Can use a global parameter or specific value.
And	Define the end value for a range. Available only when Operator is set to Between or Not Between. Can use a global parameter or specific value.
Type	Determine how values are selected. Prompt – Choose values from a dropdown list, based on available prompts. Free Text – Enter values manually. Calendar – Pick dates from a calendar. Slider – Select a numeric range using a slider control.
Prompt Name	Sets the value list or search options. Available when Type is set to Prompt or Slider.
Operator	Select the logical condition to apply for filtering.
Views to apply filter	Choose which dashboard views respond to the filter selection.
Multiple selection	Allow selecting multiple values without pressing Ctrl. Available when Type is set to Prompt.

Apply filters

After enabling and configuring the filtering panel, use it to filter dashboard data. Make sure both the Filtering Panel and the Filters bar are visible — filters will be displayed in these areas. If hidden, go to the Toolbar panel, select Layout, and enable both Filtering Panel and Filters.

1. On your dashboard, select a parameter to filter.
2. Open the dropdown and choose value(s).
3. Click Apply to filter data immediately.
4. Repeat the process for other parameters.

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, in the Filtering Panel, expand the dropdown below the parameter and select Clear.
5. Save your changes if you want to keep the modifications.