Dashboard Filters let your stakeholders slice and view data in a more relevant context - without needing to create multiple versions of the same dashboard.
This feature eliminates the need to duplicate dashboards every time you need to tailor insights for different stakeholders or teams.
With Dashboard Filters, you can:
Save time by applying one filter across multiple charts at once.
Customize dashboard views for team meetings, presentations, or personal analysis.
Explore data interactively without creating multiple underlying reports or dashboards.
What Are Dashboard Filters?
Dashboard Filters allow dashboard creators to add a global filter that applies holistically across multiple charts on the same dashboard.
When a dashboard filter is configured, selecting a value automatically updates every linked chart on the dashboard - giving you a synchronized, interactive view of your data.
💡 Note: In the first version of this release, each dashboard supports only one filter that must be based on a List-type field.
How It Works
For Dashboard Builders - Setting Up a Filter
To set up a Dashboard Filter:
While editing a dashboard, click “+Create dashboard filter”. This will prompt you to select the charts you want to filter.
2. Select one of the existing charts as the source for the filter. Then select the desired field from the chart to use as your global filter.
💡 Note: In the first version, you can only choose a List-type field from the chart (for example, Lifecycle Phase or Service Level).
3. Link the filter to other charts. Only the compatible fields will appear as options.
4. Save your dashboard. The filter will now be visible to all viewers.
⚙️ Tip: Connect multiple charts to the same filter to keep your entire dashboard synchronized.
⭐️ Did you know?
When you add a dashboard with an active dashboard filter to a presentation, the filtered view is what gets saved on the slide. Viewers of that slide will see the filtered dashboard but won’t see or be able to change the filter control itself.
If you copy and share the URL of a filtered dashboard, the filter state is preserved — the recipient will see the same filtered view.
For Dashboard Viewers - Using a Dashboard Filter
To use a Dashboard Filter:
Open a dashboard that has a dashboard filter configured. You’ll see a dropdown menu at the top of the dashboard.
2. Click the dropdown and select a value from the list.
3. All connected charts will update in real time based on your selection.
💡 Note: Your selection is temporary and resets when you leave or refresh the dashboard.
⭐️ Did you know?
When you drill down into a report from a filtered dashboard, the active filter is preserved, so you continue to see data in the same context.
Compatibility and Known Limitations
Dashboard filters are supported in most dashboard configurations, but there are a few current limitations:
Feature | Support Details |
Report sources | Works with Advanced Search and most Gremlin Searches |
Gremlin limitation | The query must return standard components, not custom results |
Survey Reports | ❌ Not currently supported |
Supported chart types | Number Chart, Pie Chart, Bar Chart, and Table Chart |
Filter interaction | A chart cannot have both a dashboard filter and a chart filter applied to the same column |
Popular Use Cases
✅ For Service Owners: Filter a service health dashboard by Service Level to view the performance of all “Gold” level services.
✅ For Enterprise Architects: Filter a technology standards dashboard by Lifecycle Phase to view all applications using “End-of-Life” technology.
✅ For Product Teams: Filter a feature adoption dashboard by Plan Type (e.g., “Free” vs. “Enterprise”) to see how different customer segments are engaging.
What’s Coming Next on the Roadmap
We’re continuously improving Dashboard Filters to give you even more control and flexibility:
Multiple Filters: Add more than one filter per dashboard for deeper, combined insights.
Expanded Filter Types: Support for numeric, date, and reference fields.
“Auto-Config” Wizard: An improved user experience that suggests and helps you apply meaningful filters to your charts automatically.
Saved & Shareable Views: Save filtered states and share direct links to pre-filtered dashboards.