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Filters and Filter Sets

Filters​

Filters are used at a dashboard level to slice the data displayed in the dashboard widgets (eg. basic chart, table, matrix).

Account dimension filter example

Filter Sets​

A filter set is a group of filters. Within dashboard widgets, filters can be applied by specifying the name and filter set. For example, we can have two charts tracking yearly financials, with one displaying an Account from the first filter set, eg. ARR, and the other chart displaying an Account from the second, eg. Revenue.

Filter Set

Basic Dimension Filter​

The most commonly used filters are basic dimension type, which can be selected from dimensions available in the tenant. Certain addtional settings can be specified at this level, such as setting a custom label, specifying All Members or Leaf Members, and whether the display should be Name, Caption, or Key.

Basic Dimension Filter

Custom Filters​

Click the edit button for a filter set, then click "Add Custom".

Date​

Custom date filters are defined by a date range.

Custom Date Filter

List and Tree​

Custom list and tree type filters are defined by either a dimension query or a SQL query.

Custom List Filter Custom Tree Filter