Dashboard Filters

Dashboard filters allow you to set date and event property filters at the top of a dashboard that simultaneously affect all analyses within that dashboard. This means you can avoid manually editing each widget on a dashboard to update filters, and realize benefits like:

• Greater Efficiency: Users can now save time previously spent manually adjusting filters on each analysis separately.
• Consistency: With consistent filters applied across a dashboard, there is a reduced risk of discrepancies in data interpretation and analyses across a dashboard.
• Improved decision making: By providing a more unified view of filtered data, teams can make quicker decisions based on the most relevant and up-to-date information.
• Enhanced collaboration: When everyone is viewing the same filtered data, teams can make faster and more informed decisions.

Here is how to get started with Dashboard Filters.

Hide / show filters

Dashboard filters are displayed in the top row of a dashboard above the analyses, and they are shown by default. To hide the dashboard filters row, select Hide Filters in the top settings bar. To show them again, select Show Filters.

Date range filter

The date filter at the top of your dashboard lets you set a date range across all analyses within that dashboard. By default, there is no date range applied to a dashboard when it is created. The data displayed for each analysis reflects the date range set at the analysis level.

Set a date range for your dashboard

Click “Select Date” to expose the date selector. Here, you can choose a custom or preset date range.

Property filter

You can apply event property filters across all analyses on your dashboard. To do this, first select Add Filter to expose the event property query builder:

The query builder contains three components:

• Event Property (category and name): Select the event property you want to apply as a filter. The query builder organizes events into categories, so select the category first, followed by the event itself.
• Operator: Choose an operator for evaluating the logic in your filter. The default operator is is equal to, but you can change this to any other operator that is available to that the event property you have selected.
• Value: Provide a valid value for your chosen event property.

You can continue stringing filters together to hone in on a precise subset of your users. For example, applying the filter settings below to a dashboard will result in all analyses displaying data from the last full month where City is equal to New York, Subscription Plan is equal to Monthly, and Browser Name is equal to Chrome.

Remove a filter

To remove a filter from your query, click the “X” icon to the right of the filter description. This will remove that single filter from your query.

Apply filters

Each time you add or remove a new filter your query, you must select Apply Filters for your changes to be reflected in the dashboard. After applying filters, there will be a delay before the filtered data is loading. The loading state is indicated by spinning to the right of the title of each analysis widget.

Impact of dashboard filters at analysis level

Each dashboard filter will be applied to the individual analyses within the dashboard, provided the filter and filter value are available within the analysis. Once you have applied filters to a dashboard, each analysis will display a filter icon in the bottom right indicating how many of the filters are applied at the level of that analysis. The names of the filters applied to this analysis will appear on hover:

In cases where filters you’ve set at the dashboard level do not apply to an analysis, both the applied and unapplied filters will appear on hover:

When do dashboard filters apply to individual analyses?

Dashboard filters override analysis-level filters, provided the event property is available at the analysis level. For example, if a dashboard includes the filter State=CA as a filter, and an analysis within this dashboard has access to this property but is not using it as a filter, the analysis will have the filter State=CA applied once the dashboard-level filters are applied.

When do dashboard filters override analysis filters?

If a filter applied at the dashboard has been previously applied at the analysis level, the dashboard filter will override the analysis filter at analysis level. For example, if an analysis in a dashboard has the filter State=CA, and you apply a filter at the dashboard level saying State=MN, the dashboard filter will override the analysis filter, and the State will be updated to MN at the analysis level.

When are dashboard filters not applied at the dashboard level?

When a dashboard filter value does not exist in any of the analyses in that dashboard, this filter will not be applied at the dashboard level. For example, if you set a date range of 90 days on a dashboard that includes only Journeys, this filter will not be applied, since the lookback period for Journeys is 30 days.

Modifying dashboard filters at the analysis level When you modify a filter on an analysis that was set at the dashboard level, the change will persist in the underlying query, but will not impact the original dashboard filter. For example, say you have a dashboard with the geo filter State=New York, and you open an analysis on this dashboard on which that filter is applied. If you change that filter to State=California at the analysis level, the analysis will have State=California while the filter at the dashboard level will continue to be State=New York.

Open Query

This option opens the query with the most recent dashboard filters applied.

Open Query without Filters Applied

This option disregards any dashboard filters. It will display the results based on the filters applied previously on the analysis.

Managing filter updates across teammates

Dashboard filters include checks to ensure smooth collaboration between members of the same organization. Here are some of the scenarios these checks account for:

Another user has recently made changes to the dashboard

When viewing a dashboard for the first time after someone else in your organization has updated the filters, you will see a banner at the top of the dashboard indicating this:

In these cases, you will need to refresh the page to reflect the most recent filters before you are able to apply additional changes you have made to the dashboard filters.

Dashboard filters user access

Dashboard filters mirror dashboard-level and project-level permissions:

At the dashboard level:

• Edit privileges: Any user who can edit a dashboard can also edit that dashboard’s filters.
• View privileges: Any user who can only view a restricted dashboard has read-only privileges at the dashboard level. These users can view but not edit that dashboard’s filters.

At the project level:

Within project settings, users can be assigned one of three dashboard permission levels: Full, View, or None.

• Full: Any user with Full access at the project level can view and edit all dashboards, including their filters.
• View: Users with View project-level permissions have read-only access to dashboards, and can view but not edit dashboard filters.
• None: Users whose project-level permission is set to None may not view or edit dashboards within the project.

Optimize dashboard performance

You can optimize the performance of your dashboards by adhering to best practices when creating and filtering them, as well as when building the analyses they contain. Learn more here.