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Introduction to Filters

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. 

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Viewers can interact with filters for analyzing data. Through the Filters pane, you can modify filters in a dashboard and change the way values are sorted in a visualization. This is useful for focusing on data displayed in dashboards that have been shared by the dashboards owner.

As a Viewer, you can select and deselect filter visuals on a dashboard. Each time you interact with a filter, for example by selecting or entering a value, the filter is immediately applied to your dashboard. After you have configured the relevant filters, you can save it as your default filters view. 

Viewers 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.



Click on the pencil icon next to the filter name (shown above) in the dashboard to display the Filter Definition window.

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In addition, Viewers can perform the following procedures:

  • Switching filters On and Off

You can easily toggle filters on and off using the toggle switch. Use this option to compare states (with and without the filter), or to temporarily disable a filter, rather than deleting it. 

  • Saving your Default Filters View

You can save the current state of your filters and their settings at any time. The current state includes the existing filters, their configuration, and the order in which they appear in the filters panel. 

After making changes to any of the above settings, you will be able to restore your filters to their previously saved state.

To save your current set of filters:

In the Filters menu, click Set as My Default Filters

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To restore a saved filters set:

Click the restore icon next to the Filters menu.

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