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Filter

Global Filter Bar​

At the top of each Board page you'll find a filter bar. The filter bar allows you to:

  • Filter by a date range
  • Filter by any dimensions and values available to the metrics and saved queries on the Board
  • Apply a time granularity (Daily, Weekly, Monthly, Quarterly, Yearly)
  • Clear your filters
  • Revert to the Board's default filters
  • Save as a Filtered View

Filter by a date range:

Click the "Select Date" button on the filter bar and choose a custom date range to view your data or select from the given presets (e.g. Last 30 Days).

Filter by any dimensions and values:

Click the "Add Filters" button on the filter bar and choose a dimension (e.g. Organization Name) and values (e.g. Airbnb, Facebook, Google) that get applied to all the metrics and saved queries on the Board.

note

Every filter you apply to your Board is currently global in nature, meaning that the filter will get applied to every metric and saved query chart on the Board. The "Add Filters" modal surfaces dimensions that are available to each chart on the Board. Therefore, some charts may display an error if the filter dimension or values are not applicable.

If for whatever reason a filter that's already applied to the Board doesn't apply to a chart that was newly added to the Board, you should see a message on the chart explaining that it wasn't able to return any data. In that case, you can delete individual filters or reset all filters on the Board and create a new one that applies to all charts.

note

If you ever want to hide the filter bar, you can click the filter icon next to the Board settings gear icon.

Filter by time granularity:

Click the "Time Granularity" button on the filter bar and choose a granularity (Daily, Weekly, Monthly, Quarterly, Yearly) option that gets applied to all of the metrics and saved queries on the Board.

note

You might see an error message on some of your charts. This is expected. This is because some of the metrics and queries on the Board cannot accept that level of granularity. If any of the metric's data sources have higher than a Daily granularity, then the metric can only support the data source granularity or higher. Furthermore, cumulative metrics can only support a single time granularity at the moment.

Clear Filters:

Click the "Reset Filters" button on the filter bar and it will clear all of the filters that you've applied, including date range and time granularity filters.

Default Filters:

Click the "Default Filters" button on the filter bar and it will revert all of the filters that you've applied back to the default filters of the Board. See the "Default Filters" section below for more information.

Save as Filtered View:

Click the "Save as Filtered View" button on the filter bar if you've changed the filters on the Board and you want to save a custom view of the Board for easy access. See the "Filtered Views" section below for more information.

Default Filters​

If you are a Board owner, you can set Default Filters for the global filter bar on your Board. Default Filters are filters that are pinned to the global filter bar and become the default state of your Live Dashboard.

To create a Default Filter:

  1. Click the "Edit Dashboard" button on the Board page.
  2. Click the "Create Default Filter" button on the global filter bar.
  3. Choose a dimension you want to set as a default filter which gets pinned to the filter bar on the Board. You can either (1) create a default filter for just the dimension with no filter values or (2) create a default filter for the dimension with filter values.
  4. Once you've chosen the dimension and filter values you desire, click "Add Default Filter".
  5. Click the "Save Dashboard" button on the Board page.
  6. Now the default filter(s) you created should be pinned to the global filter bar of your Board. Whenever someone views this Board, this will be the default state they observe.

Filtered Views​

Filtered Views let you create custom views of a Board with the set of filters you prefer. You can save and share these views for easy access and faster team collaboration. Anyone who has access to view the Board can create a Filtered View.

To create a Filtered View:

  1. Update the global filter bar to the set of filters you prefer. Note: you can only create a Filtered View if the filter set is different from the default filters on the Board.
  2. Click the "Save as Filtered View" button on the global filter bar.
  3. Give your Filtered View a name and description (optional).
  4. Check out the list of individuals and teams that own the Filtered View. Note: only you and the owners of the underlying Board have access to edit this Filtered View. Org administrators do not have edit access but do have access to delete the Filtered View.
  5. Set the visibility of the Filtered View. Note: you are not allowed to change the visibility setting to "Organization" if you are not an owner of the underlying Board. Only Board owners can make Filtered Views publicly visible to your organization.
  6. Click "Create Filtered View".

To update a Filtered View:

  1. Make a change to the set of the filters on the global filter bar. Note: you cannot update your Filtered View if there are no changes in filters.
  2. Click the "Update Filtered View" button on the global filter bar.

To share a Filtered View:

Click the clipboard icon in the top right corner of the Filtered View page.