• Metric Reports for Web
  • Dashboard for Web

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    • Web Dashboard - Designer Mode
      • Creating a Dashboard
      • Providing Data
        • Create a New Data Source
        • Connect to an Existing Data Source
        • Dashboard Data Source Wizard
          • Specify Data Source Settings (Database)
          • Specify Data Source Settings (JSON)
          • Specify Data Source Settings (OLAP)
        • Query Builder
        • Preview Data
        • Manage Data Sources
        • Working with SQL Data Sources
          • Manage SQL Queries
          • Filter Queries
          • Pass Query Parameters
          • Stored Procedures
        • Filter Data Sources
        • Calculated Fields
        • Data Inspector
      • Adding Dashboard Items
      • Binding Dashboard Items to Data
        • Binding Dashboard Items to Data in the Web Dashboard
        • Hidden Data Items
        • Binding Dashboard Items to Data in OLAP Mode
      • Designing Dashboard Items
        • Chart
          • Providing Data
          • Series
          • Panes
          • Interactivity
          • Legend
          • Axes
          • Orientation
        • Scatter Chart
          • Providing Data
          • Interactivity
          • Legend
          • Axes
          • Orientation
          • Labels
        • Grid
          • Providing Data
          • Columns
          • Interactivity
          • Conditional Formatting
          • Totals
          • Layout
        • Pies
          • Providing Data
          • Interactivity
          • Layout
          • Labels
          • Style
        • Cards
          • Providing Data
          • Layout
          • Delta
          • Sparkline
          • Formatting
          • Interactivity
          • Cards Arrangement
          • Conditional Formatting
        • Gauges
          • Providing Data
          • Delta
          • Gauge Scale
          • Interactivity
          • Layout
          • Style
        • Pivot
          • Providing Data
          • Interactivity
          • Conditional Formatting
          • Layout
          • Expanded State
        • Choropleth Map
          • Providing Maps
          • Providing Data
          • Delta
          • Map Navigation
          • Interactivity
          • Labels
          • Legend
        • Geo Point Maps
          • Map Types Overview
          • Providing Maps
          • Geo Point Map
            • Providing Data
          • Bubble Map
            • Providing Data
            • Legends
          • Pie Map
            • Providing Data
            • Pie Options
            • Coloring
            • Legends
          • Clustering
          • Map Navigation
          • Interactivity
          • Labels
        • Range Filter
          • Providing Data
          • Series
          • Interactivity
          • Predefined Periods
        • Date Filter
        • Images
          • Image Overview
          • Providing Images
          • Interactivity
          • Image Settings
        • Text Box
        • Treemap
          • Providing Data
          • Interactivity
          • Layout
          • Grouping
          • Coloring
          • Labels
        • Filter Elements
          • Filter Elements Overview
          • Providing Data
          • Interactivity
        • Dashboard Item Group
        • Tab Container
      • Data Shaping
        • Summarization
        • Grouping
        • Sorting
        • Filtering
        • Top N
        • Formatting Data
      • Interactivity
        • Master Filtering
        • Drill-Down
        • Neutral Filter Mode
      • Appearance Customization
        • Conditional Formatting
        • Coloring
        • Themes
      • Data Analysis
        • Aggregations
        • Calculations
        • Dashboard Parameters
          • Creating Parameters
          • Passing Parameter Values
          • Requesting Parameter Values
        • Expression Constants, Operators, and Functions
      • Converting Dashboard Items
      • Dashboard Layout
        • Dashboard Title
        • Dashboard Item Caption
        • Dashboard Items Layout
      • Undo and Redo Operations
      • Saving a Dashboard
      • Opening a Dashboard
      • Exporting
      • UI Elements
        • Toolbox
        • Dashboard Surface
        • Dashboard Menu
        • Dashboard Item Menu
        • Data Item Menu
    • Web Dashboard - Viewer Mode
      • Data Presentation
        • Data Presentation Basics
        • Master Filtering
        • Drill-Down
        • Dashboard Layout
      • Mobile Layout
      • Dashboard Parameters
        • Requesting Parameter Values
      • Exporting
      • Dashboard Items
        • Chart
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Scatter Chart
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Grid
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Pies
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Cards
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Gauges
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Pivot
          • Exporting
        • Choropleth Map
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Geo Point Maps
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Range Filter
          • Exporting
        • Image
          • Exporting
        • Text Box
          • Exporting
        • Treemap
          • Data Presentation Basics
          • Interactivity
          • Exporting
        • Filter Elements
        • Tab Container

    Filtering

    The Web Dashboard allows you to apply filtering for individual dashboard items, filter a query of the SQL Data Source or the entire Data Source.

    This topic describes how to filter data in the dashboard items.

    Apply Filtering

    To configure filtering in the Web Dashboard, select the target dashboard item and invoke the dashboard item's Bindings menu. Then, go to the Data / Filtering section and use the Click to set Filter Criteria button to invoke the Filter Editor dialog.

    wdd-invoke-filter-editor

    Use this dialog to build filter criteria with a convenient tree-like interface.

    wdd-filter-editor

    Note

    Note that you can use hidden dimensions within the Filter Editor dialog, allowing you to filter data based on the values.

    Pass Parameter Values

    You can use the Filter Editor to filter a data source according to the current parameter value. To learn more, see the Using Dashboard Parameters topic.

    OLAP Filtering Specifics

    In OLAP mode, you cannot apply filtering by building complex filter criteria. Instead, you can filter dimension attributes and hierarchies by manually selecting the values you wish to include or exclude from the dashboard.

    Dimension Attribute Dimension Hierachy
    For dimension attributes, the Filter Editor contains a list of all values. For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level.
    wdd-olap-filtering-attribute wdd-olap-filtering-hierarchy
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