Prompts
The Prompts dialog filters data for a specific field before a visualization loads. It displays a list of distinct values from the data model so you can select exactly what you want to see. Prompts can be configured for any column in the data model and open automatically when the visualization loads. The dialog can appear when you open a view, a dashboard, a report, or a workbook.
When to use prompts
- Targeting data display: Focus the visualization on exactly the data you need instead of loading everything and filtering afterward.
- Improving load performance: Filter data upfront to reduce load time, especially useful with large datasets.
- Navigating complex data models: Narrow down results to specific categories or segments to find what you need faster.
- Driving dynamic reports: Tailor reports and dashboards based on your input each time they open, without changing the underlying setup.
Select prompt values
If a prompt is configured in the visualization properties, the Prompts dialog opens automatically when the visualization loads. It shows a table of distinct values for the field being filtered.
tip
Hold down the Ctrl key and click multiple filter values in the list to select more than one for filtering.
- Open a view, report, dashboard, or workbook.
- Use the Filter Method dropdown and enter a value in Filter for to narrow down the list.
- Select one or more values from the table.
- Select Confirm to load the visualization with your selection.
Prompts dialog options
| Option | What it does |
|---|---|
| Filter Method | Controls how the list of values is searched.
|
| Filter for | The value you type to narrow down the list. Works together with the selected Filter Method. |
| Table list | The distinct values available for the field. Select one or more to use as your filter. |
| Confirm | Applies your selected values and loads the visualization. |