Configuring filters in dashboards

Define relationships between reports on a dashboard to allow Report Readers to filter data across multiple tables and charts.

How it works

Once you have created a Standard Tab, and added reports to your dashboard, you can define different types of relationships between the reports on the dashboard to provide Report Readers with interactive ways to filter data.

Methods for filtering data in dashboards

I want to allow Report Readers to... Pre-requisite tasks Steps
specify filter values and filter data across multiple tables and charts on a dashboard

You must configure User Prompt filters in the reports before you can link them on a dashboard.

For more information, see Configuring filters in reports.

 Link report filters to a dashboard

select a particular area on a chart, choose whether to include or exclude the selected data, and filter data across multiple charts on a dashboard

 Link chart brushing to a dashboard
Tip

You can add Drill Anywhere and Drill Through reports to a dashboard to allow Report Readers to drill into more detailed reports. For information on setting up Drill Anywhere and Drill Through reports, see Creating Drill Anywhere reports and Creating Drill Through reports.

Examples

Scenario

You are a Report Reader viewing two charts containing issues data, and you want to filter the data to focus on information pertaining to Payroll Audit.

Issue severity by project

Average cost impact for issues

Process

A Report Writer previously linked report filters to the dashboard so you can easily filter both reports on the dashboard.

You specify Payroll Audit as the filter value:

Result

Both charts are filtered:

Issue severity by project

Average cost impact for issues

Scenario

You are a Report Reader viewing two charts containing issues data, and you want to filter the data to focus on information pertaining to the Travel and Entertainment Audit project.

Process

A Report Writer previously linked chart brushing to the dashboard so you can easily filter both charts on the dashboard. The Report Writer enabled chart brushing on the Issue Severity by Project Stacked Bar Chart.

You apply chart brushing to the selected data by highlighting the appropriate area in the chart, and selecting Keep:

Issue severity by project

Average cost impact for issues

Result

Both charts are filtered:

Issue severity by project

Average cost impact for issues

Permissions

Only Report Admins and Report Writers can define relationships between reports on a dashboard.

Link report filters to a dashboard

  1. Open the Reports app.

    The Browse page opens.

  2. Open an existing dashboard.
  3. From the dashboard, click the down arrow next to the dashboard tab name, and select Edit.
  4. Ensure you have at least two reports with User Prompt filters on the dashboard. For more information, see Configuring filters in reports.
    Note

    The reports must contain filters that can be used across all data sets in the dashboard.

  5. In the left side navigation, click Filters to open the filters panel.
    Note

    To see the left side navigation filter button, the Left Filters toggle in the Dashboard Properties panel must be enabled.

  6. In the Filters panel, click +Filter > Filter to add filters attached to your reports.

    The Available Reports dialog box opens.

  7. Select the filters you want and click Add Filters.

    The filters get added in the Filters panel.

  8. Click Link Filters.

    The Link Filters dialog box opens.

  9. Select the options to link filters to the dashboard filters and click Apply.

Link chart brushing to a dashboard

  1. Open the Reports app.

    The Browse page opens.

  2. Open an existing dashboard.
  3. From the dashboard, click the down arrow next to the dashboard tab name, and select Edit.
  4. Ensure you have at least two reports with User Prompt filters on the dashboard. For more information, see Configuring filters in reports.
    Note

    The reports must contain filters that can be used across all data sets in the dashboard.

  5. In the left side navigation, click Filters to open the filters panel.
    Note

    To see the left side navigation filter button, the Left Filters toggle in the Dashboard Properties panel must be enabled.

  6. In the Filters panel, click +Filter > Filter to add filters attached to your reports.

    The Available Reports dialog box opens.

  7. Select the filters you want and click Add Filters.

    The filters get added in the Filters panel.

  8. Click Link Filters.

    The Link Filters dialog box opens.

  9. Select the options to link filters to the dashboard filters and click Apply.
  10. Click on the report with the filters and in the Report Properties panel, click Link Interactions.
  11. Select the filters you want and click Apply.