The Filters panel on the right of the dashboard provides data filtering options that affect the data displayed in the widgets. You can change these filters to focus on more specific data.
Your analytics user role determines how you can interact with filters. As a designer, you can create filters that are distributed to viewers who interact with your dashboards. Viewers can interact with filters and save their changes locally.
Interacting with Filters as a Viewer
Dashboards usually have one or more filters that affect the dashboard widgets.
This topic describes how viewers can interact with filters for analyzing data.
You can interact with filters for analyzing data, either through the Filters pane or by simply selecting values by left-clicking the widget visualization. Each time you interact with a filter - for example by selecting or entering a value - the filter is immediately applied to your dashboard. You will not affect anyone else by changing the filters. In addition, you can restore the original state of the dashboard at any given point by selecting the dashboard menu item and clicking Restore Dashboard.
As a viewer, you can interact with filters as follows:
- Make a different selection in the filter controls displayed in the Filter pane on the right side of the dashboard, as shown below:
OR - Click the pencil icon next to the filter name (shown above) in the dashboard to display the Filter Definition window.
In addition, viewers can perform the following procedures:
- Switching filters on and off
- Saving your default filters view