- Advanced: the default filters which allows users to select multiple options
- Single select: a filter control that only allows the user to put in one option into the filter
Creating dashboard filters
To add a filter to the dashboard, enter edit mode and click Add Filter. Choose the field you want to base your filter on. The field you choose as your filter base will determine:- where suggested filter values come from
- determine which field on your dashboard tiles Omni will automatically map to initially (can be edited)
- the type of field the dashboard filter can be applied to (i.e string, numeric, date)
If you do not see options in the dropdown when connecting a filter to a chart, make sure the types match. E.g. If your filter is based on a string field you will only see options to apply to filter to fields of the same type. If a field is unknown, it will not know how to map it and display no matches as well.
Adding descriptions
Use the Description field in the filter details panel to add a description. To edit an existing filter, click the (pencil icon) next to a filter:
Setting default values
If you want to set a default value for the filter, you need to configure the values in the left pane during edit mode (note that filters done in the page in edit mode will not change the default filter experience). This value will be pre-loaded anytime the Dashboard is opened. Filters can be disconnected from specific dashboard tiles by clicking the blue filter button in the top right corner of a tile. Dashboard filters will override any workbook level filters that exist on the field they are applied to. If a tile is hidden, but still needs to have the filter applied, first un-hide the tile, then add the filter, and then re-hide the tile.Filters will not automatically apply to custom-written SQL queries. Learn more about dynamic filtering in SQL.
Filtering with user attributes
Filter values can be set to a user attribute so that the default filter value changes based on the user accessing the content. This is useful for when you want to create a single dashboard and have it dynamically filter the information to the end user. One example is a sales dashboard with a filter set to an attribute on Account Executives name, so when that user views the dashboard it is automatically narrowed to their own deals.
Disabling filters on chart tiles
Filters can be disabled from filtering different tiles on the dashboard. When editing a filter, select the filter icon in upper right of each tile and to disable the filter for that tile.
Hiding filters
To hide a filter, toggle the Hide this filter when viewing the dashboard to on. The filter value will still be applied to the tiles that use the filter. The value of the filter can also be manipulated via the dashboard’s URL, but ultimately the control is hidden from the user.Hiding dashboard filters may seem like a quick fix for restricting user access to sensitive data, but it’s not a foolproof security measure. Instead, we strongly advise implementing access filters as a more robust solution. These filters provide a structured approach to control data access, preventing users from altering filters to access unauthorized information.
Mapping filters to differing fields on tiles
Filters can optionally be mapped to different fields on each tile. A common example is when you have a dashboard date filter, but want it to update a different date field on each tile (e.g. the users tile uses user_created_at and the orders tile uses orders_created_at). To configure, edit the filter then on the top right of each tile, select the field you want to map the filter to.
When mapping filters, the available fields on any given tile will reflect available fields of the same type as the filter source field. If you are mapping to a tile built from a topic you will only be able to map to fields of the same type within that tiles’ topic.