Concepts → Dashboard Runtime Filter

About a dashboard runtime filter

A dashboard runtime filter is a user-defined filter for a dashboard. A dashboard consumer creates and applies a filter expression through various interactions such as:

  • using the controls in the Filter bar in the dashboard
  • selecting a dashboard tab in the Go To menu in an insight
  • selecting a dimension or measure value in an insight
  • selecting a dimension in the Filter By menu in an insight

For example, for a Listing Table insight, a dashboard consumer may select a value that is a measure. This very insight interaction designates the measure as a filterable column in the filter expression for the dashboard runtime filter.

Once created, the dashboard runtime filter is applied to all applicable insights on all tabs of a given dashboard. The dashboard runtime filter also appears as a filter bar pill.

The filter bar pill shows the filterable column, the filter operator, and depending on the operator, one or more selected filter values.

A dashboard consumer can create a bookmark for an existing dashboard runtime filter.

Note

A dashboard runtime filter differs from a dashboard filter. Whereas a dashboard consumer creates a dashboard runtime filter using the Filter bar or by interacting with an insight, a dashboard developer creates a dashboard filter using a Prompt, Applied Filter, Presentation Variable, or Filter Option.

About a filter expression for a dashboard runtime filter

An example of a filter expression is to return only the rows where the Product Category column has “Electronics” as a row value. In this regard, a filter expression consists of:

  • a filterable column, e.g. Product Category
  • a filter operator, e.g. equals
  • a filter value, e.g. “Electronics”

The filter expression context for a dashboard runtime filter consists of one or more filterable columns.

About a filterable column for a dashboard runtime filter

A filterable column is a column from a physical schema table or runtime business view. A filterable column can be a key, measure, or dimension.

The default behavior of a dashboard is to coalesce a list of dimension columns from all insights on all tabs as filterable columns available in the Filter and Search controls of the Filter bar.

Note

A user interaction with a measure on an insight create a filterable column that is a measure. The filter bar pill for is editable. In this manner, a dashboard consumer can modify the filter operator or filter value for a filterable column that is a measure.

About a filter operator for a dashboard runtime filter

A filter operator defines the operation for the filter expression. The available operators depends on the data type of the filterable column.

Operator Date Timestamp Integer Long Double String Text
Equals x x x x x x x
Does Not Equal x x x x x x x
Greater Than x x x x x x x
Greater Than or Equals x x x x x x x
Less Than x x x x x x x
Less Than or Equals x x x x x x x
Null (an absence of any value) x x x x x x x
Not Null (must contain a value) x x x x x x x
In ( as In a list of one or more values) x x x x x x x
Not In ( as Not In a list of one or more values) x x x x x x x
Starts With x
Does Not Start With x
Contains x
Does Not Contain x
Ends With x
Between x x x x x x x
Is Descendant x x x x x x

About a filter value for a dashboard runtime filter

A filter value depends on the filter operator and is typically one of the following:

  • one or more values that you select within the index of the filterable column values
  • one or more values that you enter
  • a range of values such as a Start Date and End Date or From and To

A filter value can be a scalar value, array of scalar values, or a reference to a variable as follows:

About an applicable insight for a dashboard runtime filter

A dashboard runtime filter applies the filter expression to all applicable insights on all tabs of a given dashboard.

For a filterable column, an applicable insight meets one of the following conditions:

  • the filterable column is a dimension or measure column in the insight
  • the filterable column has a sibling dimension column from the same physical schema table, and that sibling is a dimension for the insight
  • the filterable column is a dimension that shares a measure on the insight from a common child table with other dashboard insights

If an applicable insight already contains an insight individual filter, a dashboard runtime filter will complement the insight individual filter based on a common filterable column as described above.

Important: Incorta View

If a filterable column is from an Incorta View, the applicable insight must contain only measures or dimensions from that Incorta View. Similarly, a filterable column is not from an Incorta View, the applicable insight must not contain measures or dimensions from an Incorta View.