Dashboard Filters

Note: This feature is currently being rolled out to customers. If your account does not yet have access, please contact your customer service manager.

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.

Filter by date range

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.

Select date button

Note: Once you have selected and saved your date range, you will need to click the “Apply Filters” in the top right of the dashboard to actually apply it to your analyses.

Filter by event properties

You can apply event property filters across all analyses on your dashboard. You can also combine multiple event property filters to create complex queries, similar to how this is done at the analysis level. To set an event property filter, click the “Filters” dropdown to search for all event properties:

Filters dropdown

Then select the desired event property name from the dropdown. When the property name appears in the query section, click “Select a Value” to choose a value for that property:

Select a value button

Event property filters use the is equal to operator by default, but you can change this to any other operator that is available to that property, like is not equal to, contains, does not contain, etc. Once you’ve applied at least one event property filter, you can apply it to the dashboard by clicking the “Apply Filters” button.

For example, applying the filter settings below to a dashboard will result in all analyses displaying data from the last full month where Subscription Plan is equal to Monthly, Browser Name is equal to Chrome, and Country is equal to US:

Filter settings example

Removing filters

To remove a filter from your query, hover over the name of the filter and click on the “X” icon that appears:

Remove filter button

This will remove that single filter from your query. To remove multiple filters, repeat this process for each filter you want to remove. Note that removing a filter alone will not apply this change to your data. To do this, you will need to click the “Apply Filters” button again.

Viewing data after filters are applied

Whenever you select “Apply Filters”, there will be a delay before the filtered data is available to view. The wait period is indicated by a loading icon in the top right corner or each analysis widget. Loading icon

Note: Depending on the complexity of the filters, refreshing the data may take several minutes.

Dashboard filters at the dashboard and analysis levels

All dashboard filters are applied to the dashboard as a whole as well as on each individual analysis within that dashboard, provided that 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:

Filter icon

When do dashboard filters apply to individual analyses?

When a filter applied at the dashboard level is also available at the analysis level, the dashboard filter will be applied to all analyses that have that filter. For example, say a dashboard includes the event property State=CA as a filter. This dashboard includes an analysis that has access to this event property, but it is not set as a filter at the analysis level. In this case, the filter State=CA will be applied at the analysis level.

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, the filters will not be applied at the dashboard level, and the analysis results will not change. 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 90 days.

Viewing analyses with and without dashboard filters

Once dashboard filters have been applied at the analysis level, you can choose to view the analysis both with and without dashboard filters applied. Click the three horizontal dots in the top right of an analysis widget. Here, you will see two options: “Open Query”, and “Open Query without filters applied”.

Open query options

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:

Banner notification

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.

Refresh notification

Another user is currently viewing the dashboard

If another user in your organization is currently viewing the dashboard while you are making changes to the filters, clicking Apply Filters will expose a warning that applying your filters may override their changes:

Override warning

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.

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