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Getting Started With Dashboard Filters

See your data, your way - instantly focus on what matters most with dashboard filters.

Diana Nechita avatar
Written by Diana Nechita
Updated this week

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.

  • Reduce clutter and improve reusability by maintaining a single, clean dashboard for your audience.

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.

How It Works

For Dashboard Builders - Setting Up a Filter

To set up a Dashboard Filter:

  1. While editing a dashboard, click “+New 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.

3. Link the filter to other charts. Only the compatible fields will appear as options.

⚙️ Tip: Connect multiple charts to the same filter to keep your entire dashboard synchronized.

4. Adding multiple filters. You can add more than one filter to a dashboard.
All filters are applied together using <AND> logic.

5. Rename a filter. You can rename a dashboard filter to make it clearer for viewers. Open the filter’s options menu and select Rename.

6. Save your dashboard. The filter will now be visible to all viewers.

⭐️ 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:

  1. Open a dashboard that has dashboard filters configured. You’ll see the filters available at the top of the dashboard.

2. Click the dropdown and select a value from the list for each filter.

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.

Dashboard filters and GREMLIN project() reports

Reports based on custom Gremlin queries (specifically those using project() or select()) generate dynamic tables rather than returning standard Ardoq components.

For Dashboard Filters to work with these reports, Ardoq needs to identify the data type (e.g., Number, List, Text) of each column.

Because these columns are defined dynamically in your query, Ardoq determines their data type using the following logic:

  1. Check for a Global Field match (Recommended): Ardoq first checks if the column key (the name you give the column in your query) matches the Name or Label of an existing Global Field in your organization.

    • If a match is found: We apply the data type of that existing field to your report column.

  2. Infer from data:

    • If no match is found: Ardoq attempts to infer the data type by analyzing the actual values within that column.

How to ensure your Gremlin Report works with Filters

To guarantee that Dashboard Filters (especially strict filters like Numbers) work correctly with your custom Gremlin report, we recommend naming your report columns to match existing Global Fields.

Example: If you want to filter by a numeric field called "Total Cost", ensure you name that column 'Total Cost' inside your Gremlin project() step.

g.V().hasLabel('Application')
.project('Name', 'Total Cost') // Matches existing Global Fields
.by('name')
.by('cost')

By matching the column name 'Total Cost' to your global field, Ardoq knows to treat this data as a Number, allowing you to use numerical filters (e.g., "Greater than", "Less than") on your Dashboard.

Compatibility and Known Limitations

Currently, dashboard filters support the following field types:

  • List

  • Number

  • Checkbox

  • References

  • User fields (such as CreatedBy)

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

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:

  • Expanded Filter Types: For example, added support for free text and date fields.

  • Auto-Config” Wizard: An improved user experience that suggests and helps you apply meaningful filters to your charts automatically.

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