Designing reports, documents, and dashboards » Creating and modifying dashboards » Limiting the data displayed in a dashboard: Filters, sheets, and pages

Limiting the data displayed in a dashboard: Filters, sheets, and pages

A dashboard is an interactive display that you can create to showcase and explore business data. You can add visual representations of the data (called visualizations) to the dashboard to make your data easier to interpret, create new metrics and attributes, and add text labels and images.

If you have a lot of data in your dashboard or want to focus on a specific area, you can filter the data, to limit and customize what is displayed on the dashboard. For example, the graphs shown below are filtered to display only the South, Southeast, and Southwest customer regions. The filter, shown on the left, displays the available regions and allows you to change what is displayed on the graphs.

Region filter for graphs

A filter can limit the data in a specific sheet, a visualization, or another filter. A sheet is layer of data that helps provide a logical flow to your dashboard. The dashboard above contains multiple sheets, shown as tabs at the bottom of the dashboard. The Profit and Revenue Data sheet is currently displayed. The Customer Region filter is applied to all the data in that sheet.

A dashboard can contain multiple sheets, each filtered in a specific way. You can also create layers of data that are filtered in the same way, by creating pages on a sheet.

For steps to create sheets and panels, see Layering and organizing data for filtering.

Use the table below as a reference when choosing how to create a filter, to help you display the data that you want to analyze in your dashboard.

To Filter...

Do This...

The data in visualizations and text on the dashboard in the same way

Create a sheet (tab) containing all the objects, and filter the sheet.

For steps, see Adding, modifying, and deleting sheets in a dashboard and Creating filters for a sheet of data.

The data in visualizations and text on the dashboard in different ways

Create a separate sheet (tab) for each set of objects to filter in the same way, then filter each sheet.

For steps, see Adding, modifying, and deleting pages in a dashboard and Creating filters for a sheet of data.

The data in a specific visualization

Create a filter for the visualization.

For steps, see Creating a filter for the data on a visualization.

* The visualization is still filtered by any filters applied to the sheet.

The attribute values displayed in a filter that targets a sheet

Create the attribute filters for the sheet. Do one of the following:

Allow all attribute filters to filter the attribute filters displayed below them in the Filter panel.
For a specific attribute filter, select the attribute filters to filter.

For steps, see Filtering the attribute values displayed in an filter for a sheet.

The objects displayed in a filter that targets a visualization

Create the first filter, that targets the visualization. Create another filter, that targets the visualization filter.

For steps, see Filtering the objects displayed in a filter for a visualization.

The data in one visualization based on the data in another visualization

Create the two visualizations, the source (used as the filter) and the target (what is filtered). Create a filter using the source, to filter the target.

For steps, see Using a visualization to filter the data displayed in another visualization.

For steps to use the filters after you create them, see the following:

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

Related topics

Layering and organizing data for filtering
Creating filters for a sheet of data
Creating a filter for the data on a visualization
Using a visualization to filter the data displayed in another visualization
Filtering data in a dashboard
Creating a dashboard