Dashboard insight filters provide a powerful tool for the audience of your dashboards to dynamically transform the underlying data of your embedded Insights, allowing for the display of localised information that is of specific interest to the viewer with no need for direct interaction with the underlying dataset.
Creating Dashboard Insight Filters:
Drag and drop a Data Filter content block onto your dashboard. Click on "Select Filter" to open the modal where you can configure the data filter.
The modal contains two tabs:
-
Settings – Configure the filter variable, categories and Insights.
-
Dropdown styling – Customise how the filter appears.
A. Configuring Filter Data (Settings Tab)
- Select the variable you want to filter on.
- Choose a dataset to help narrow down your filter options.
Select one of the datasets where your variable lives. This helps simplify your choices by showing only the relevant categories linked to that dataset.
💡 Don’t worry — this doesn’t mean your filter will only apply to this dataset. It’s just a way to help you find the categories you’re looking for more easily.
- Choose the categories users can select from
Pick the categories you want users to be able to filter by. These can include categories that aren't already shown in your Insight.
⚠️ Tip: It’s a good idea to explore the data first — including categories with missing data might lead to empty or misleading results.
- Select the Insights to which the filter should apply. If no Insights are selected, the filter will apply to all Insights embedded in your dashboard.
Note: To create or update filters, you’ll need access to all embedded Insights and their underlying Datasets. If you don’t have access, please ask the owner to share it with you.
B. Styling Your Filter (Dropdown Styling Tab)
In the Dropdown styling tab, you can customise the appearance of the filter dropdown. Once you’re happy with your selections, click Save to apply your changes. Your filter appearance will now update based on your chosen settings.
Using Dashboard Insight Filters:
- As a dashboard viewer, you can use the dropdown to select the desired options.
- When a filter is applied to an Insight, you’ll see a blue label: "Dashboard filter" in the data source. Expand the "Source" to view which variables and categories have been applied.
Learn how to make the source visible in your embedded Insights here.
- To remove all selections and return to the default view, simply click "Reset."
