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Concepts → Dashboard Filter

About a dashboard filter

A dashboard filter is a filter expression that affects all applicable insight on all tabs of a given dashboard. A dashboard developer with Edit access rights to a given dashboard creates one or more dashboard filters using the Dashboard Filter Manager.

There are four types of dashboard filters:

About a filter expression for a dashboard 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 filter consists of one or more filterable columns.

About a filterable column for a dashboard 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.

About a filter operator for a dashboard filter

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

OperatorDateTimestampIntegerLongDoubleStringText
Equalsxxxxxxx
Does Not Equalxxxxxxx
Greater Thanxxxxxxx
Greater Than or Equalsxxxxxxx
Less Thanxxxxxxx
Less Than or Equalsxxxxxxx
Null (an absence of any value)xxxxxxx
Not Null (must contain a value)xxxxxxx
In ( as In a list of one or more values)xxxxxxx
Not In ( as Not In a list of one or more values)xxxxxxx
Starts Withx
Does Not Start Withx
Containsx
Does Not Containx
Ends Withx
Betweenxxxxxxx
Is Descendantxxxxxx
Note

InQuery typically requires an internal query expression.

About a filter value for a dashboard filter

A filter value depends on the filter operator and is often 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:

Important

Starting with Incorta release 2022.10.0, you must enter the dollar sign $ in the Start Date or End Date fields to display the available date system variables.

About an applicable insight for a dashboard 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.