Global Filtering in Dashboard

Overview

The dashboard's global filter allows dashboard creators to apply filters at the dashboard level, impacting multiple panels. The impacted panels display the filtered-down content. This functionality allows you to easily customize and reuse dashboards to communicate with different stakeholder groups or business units without having to clone the dashboard or edit individual panels.

The filters affect the following types of panels:

• Reports
• Fact Sheet charts
• Saved Searches

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Note

Dashboard global filters are added on top of filters already applied at the panel level. The dashboard global filters' scope is limited to the dashboard, and does not change the filters elsewhere in the platform; therefore, they do not affect your actual reports, diagrams, or saved searches. So when you open a report from the dashboard you get the view with pre-set filters established at the report level.

In cases where the global filter is not applicable to a panel or when there is a conflict with the filters applied at the panel level, a banner is displayed on the affected panel saying the filter can not be applied. The banner will not affect the appearance of the dashboard, as it is visible only during dashboard editing.

The dashboard's global filter is Fact Sheet type specific. For example, if you want to filter applications with relation to certain organizations, you need to choose the Application Fact Sheet type and then specify the related organizations.

Applying the Global Filter

To apply the global filter in the dashboard, do the following:

1. Click Edit Dashboard in the top right corner of the dashboard.

2. Click Apply global filter in the top right of the dashboard edit screen.

   

3. Choose the filters from the resultant filter panel.

4. Click Use Fact Sheet filter to apply the filters.

5. You can see the applied filters at the top, and you can add or modify them to meet your needs. You also see the result of the applied filter in various panels.

   

6. Click Save on the right-side panel.

The panels now will show filtered-down content in the dashboard.