Filtering a Dashboard in the URL

In this guide you’ll learn how to format a dashboard URL to apply dynamic values to saved filters on that dashbaord. You can even set up a dimension so when you click on it you are sent to a dashboard that gets filtered based on the dimension you clicked!

For example, you might have a sales dashbaord that shows your most profitable Partners, then use a URL so that when you click on a specific partner name it brings you to a new dashboard that is filtered to show KPIs filtered to that partner.

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Example of dashboard URL Filtering

Here’s a quick walk through video that shows what it looks like once it’s complete:

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Setting up dashboard URL filtering

This is the process for setting it up:

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Setup steps

1. Open the dashboard you want to dynamically filter.
2. Add a value to the filter you want to filter dynamically.
3. Copy the URL shown after applying the filter. It should look something like the image below.

1. Replace the filter value that you chose in step 2 with ${ value.formatted | url_encode } to make it dynamic. In the example the value is Plant+Paradise (highlighted in the image).
2. Paste that URL into the YAML file for the model you’re working in. See an example in our demo project here.