Filtering data in a dashboard

You can filter the data displayed in a dashboard, to display only the information that you require. For example, you can filter data based on:

The values (or elements) of an attribute. For example, the Customer attribute contains values that represent individual customers. You can choose to display income data only for the customers you are interested in.
The value of a metric. For example, you can filter the data to show sales numbers for products whose current inventory count falls below a certain level, or data for the top 5% of performers on a sales team.

You can filter the data in a dashboard at multiple levels:

You can simultaneously filter the data displayed on every visualization on the currently displayed sheet. For example, a dashboard contains a grid and a heat map, which both display sales data for a series of sales regions. Both visualizations are displayed on the Sales sheet. If you choose to only display data for the Northeast and Southeast regions, both the grid and the heat map will be updated to only include data for Northeast and Southeast, as shown in the image below. For steps, see Filtering the data on a sheet in a dashboard.

Example of filtering the data on a worksheet
Filtering a sheet also updates the data in any dataset objects displayed in text fields on the sheet. (A dataset object is an attribute or metric from a dataset.) For example, the sheet displayed above also contains text that uses the region object combined with the static text “Revenue Data for”. When you select Northeast, the text displays as "Revenue Data for Northeast".
A dashboard can contain multiple sheets, each filtered in a specific way. Layers of data can be filtered in the same way, in separate pages on the same sheet.
You can filter the data displayed in a single visualization, without affecting the data displayed in any other visualization. For steps, see Filtering data in a visualization.
Depending on how your dashboard is designed, you can filter or highlight data in a visualization by selecting items in another visualization. For example, you can select the names of sales divisions in a Grid visualization to highlight the bar risers that represent the divisions in a Graph visualization. For steps, see Filtering or highlighting the data in a visualization based on selections in another visualization.

Related topics

About dashboards
Running and viewing a dashboard
Filtering the data on a sheet in a dashboard
Filtering data in a visualization
Filtering or highlighting the data in a visualization based on selections in another visualization
Grouping data in a dashboard