Limit the data in your query using Filters
Filters appear at the top of the Explore view or dashboard and allow users to change the data being pulled into your charts.
For example, if I built a chart showing the revenue over time, but I wanted it to only have the revenue I made in France, I could add a filter for country is equal to France
.
You can add filters to your charts individually in the Explore view, or across all of your charts in your dashboard. Don't worry, we'll walk you through both and you'll be a filter pro in no time!
General filters tipsโ
Here are some general tips about filters that apply to using them in both the Explore view and in dashboards.
If you want to have multiple filters, just click + Add filter
โ
In the Explore view:
Or in a dashboard:
If you add multiple filters, they are joined together using ANDโ
So, the example in the Explore view above would give us compiled SQL that looks like:
WHERE (
(users.days_since_activated) > 5
AND (users.days_since_activated)...
If you want to include multiple values in your filter, just hit enter
between each value entry in your listโ
The listed values are separated by an OR statement in the compiled SQL. E.g. the above would give us:
WHERE (
(users.days_since_activated) > 5
AND (users.days_since_activated) IN (1,2,3)
)
To learn about the types of filters we have available, check out the filters reference doc.โ
Check out our filters reference doc here to see a list of all available filters and their uses.
Adding filters in the Explore viewโ
There are a couple of ways that you can add filters in the Explore view.
Adding a filter from within the Filters
tabโ
In the Explores view, you can add filters from within the Filters
tab. Just click to open the toggle, then click add filter
.
Select the field you would like to filter from the drop-down list, then select the filtering options.
Adding a filter from the sidebarโ
It's easy to add filters directly from the list of fields in the sidebar. Just click on the options
for a field, then click add filter
.
Adding a filter from the results tableโ
Once you have some results in your results table, you can add filters by right-clicking on the value you want to filter by.
Adding filters to your dashboardโ
There are a couple of ways that you can add filters to your Dashboards.
Adding temporary filters to your dashboardโ
If you add a temporary filter to your dasboard, then only you will see the filters you've applied (you won't be changing the dashboard for everyone who comes to look at it). If you want to save the dashboard filters you're adding, then check out adding saved filters to your dashboard.
There are two ways to add temporary filters to your dashboard.
Adding temporary filters using the add filters
buttonโ
- Open up your dashboard.
- Click
add filter
, then specify the dimension or metric that you want to filter on. - And voilร ! Your filters will pop up on the top of your dashboard.
Cross filtering
your dashboard using values in your tilesโ
Cross-filtering lets you interact with one chart and apply that interaction as a filter to other charts in the dashboard. You can filter the dashboard using cross filtering by:
- Right-clicking on one of the values in the chart.
- Selecting the value you want to filter on from the drop-down list.
- Now, your filter will pop up on the top of your dashboard.
Adding saved filters to your dashboardโ
If you add a saved filter to your dashboard, then anyone that opens the dashboard will see the saved filters applied.
To add saved filters, you just:
- Open up your dashboard.
- Make sure you're in
edit
mode (if you're not, you should see the option to clickedit
on your dashboard) - Click
add filter
, then specify the dimension or metric that you want to filter on. - Your filters will pop up on the top of your dashboard.
- Once you have all of the filters you want, just hit
save
to save your filter settings. - Now, whenever someone opens the dashboard, they'll see your saved filters applied!
info
To add saved filters to your dashboard, you must be an editor
or an admin
for your project.
Some things worth mentioning about dashboard filtersโ
Users can remove and override saved filters on a dashboard while they're viewing itโ
Users have the option to delete or edit a dashboard's saved filters while they're looking at it. But, unless they're making these changes in edit
mode and saving them, the original saved filters will be applied for the next user that comes to look at the dashboard.
You can easily see which dashboard tiles have which filters applied to themโ
If a tile in a dashboard has a filter applied to it, you'll see the text dashboard filter applied
on the tile.
You can also hover over this to see which filters have been applied to that tile.
Dashboard filters override the filters applied in the saved chartโ
For example, if I had a saved chart looking at the total number of orders by each status and my saved chart had the filter status
is equal to completed
. Then, on my dashboard, I added a dashboard filter for status
is equal to return_pending
. My saved chart's filter would be overridden, so the tile on the dashboard would be filtered to include orders that only had the status
is equal to return_pending
.
NOT status
is equal to return_pending
and completed
.
Here's another example using a date filter: If my original saved chart was filtered to only include orders completed on or after April 3rd, 2022. But, I add a date filter to my dashboard to include orders completed on or after January 1st, 2022, then my saved chart's filter will be overridden by the dashboard filter and I'll end up with the chart filtered by orders completed on or after January 1st, 2022.