Adding filters to dashboards
Dashboard filters let viewers adjust what data appears on a dashboard without editing each tile. They are useful when the same dashboard needs to answer slightly different questions for different dates, teams, regions, products, or customer segments.
Common filter types
Use dashboard filters for:
Date ranges, such as last 30 days or this quarter
Time grouping, such as day, week, or month
Categories, such as product, channel, region, or customer segment
User-facing controls that should apply across multiple dashboard tiles
How dashboard filters work
A dashboard filter can apply to one tile, several tiles, or the full dashboard, depending on how the dashboard is configured.
If a filter does not affect a tile, check whether that tile is connected to the filter and whether the underlying field exists in that tile’s query.
Best practices
Use a small number of high-value filters. Too many filters can make a dashboard harder to use.
Name filters in business language. Use “Region” instead of a technical field name when possible.
Test filters before sharing. Confirm each filter changes the expected tiles and does not accidentally remove all rows.
Be careful with overlapping filters. A dashboard-level date filter and a tile-level date filter can both affect the result.
Troubleshooting
If a dashboard filter does not work as expected:
Confirm the dashboard is in edit mode before changing filter setup.
Confirm the filter is connected to the correct tiles.
Confirm the filtered field exists in the underlying data for each tile.
Check whether another filter is also limiting the data.
Save the dashboard and refresh before testing again.
If the filter still behaves unexpectedly, contact support with the dashboard name, filter name, and an example of the result you expected.