Filter a Dashboard

Filter the data on a Dashboard to show only a subset of data (ex: Show only today's data).

Good to know:

  • Dashboard filtering is configurable, so behaviors can vary. For more information, see Dashboard Filtering.
  • Dashboard drill-down can be defined to honor filtering. For example, if the drill-down honors filtering (Filter Dashboard is selected on the Dashboard's Drill-Down page), when you filter a Dashboard to show only Today's data and then drill down into another Dashboard, then the drill-down Dashboard will also be filtered to show only Today's data. A Filter bar at the top of a drill-down Dashboard displays any filtering criteria. Users can remove the filter by clearing the filters. Drill-Down Honors Filter.

To filter a Dashboard:

  1. View a Dashboard.
  2. On the Dashboard, click the drop-down arrow on the Filter, and then select a filtering option (ex: Today).

    Date Filter Widget