Filters & interactivity

Filter cards

Four filter card types cover most slicing needs:

Dropdown — compact single-select.
Multi-select list — inline checkboxes.
Number range — min/max inputs.
Date range — from/to pickers.

Filter cards live on the grid like any card — or group them into a filters pane (toolbar → Filters): docked left, right, or top, or floating as an overlay.

Three levels of filtering

Level	Where	Scope
Page filters	Data panel → Filters tab	every card on the page
Card filters	the card’s Data tab	that card only
Card controls	attached to a single card	viewer-facing tabs, a dropdown, or a toggle strip on the card itself — they filter just that card and win over page and cross filters for their field

Card controls are the tool for “same chart, three lenses” — e.g. a Revenue card with Actual / Budget / Forecast tabs.

Cross-filtering

Click a data point and the rest of the dashboard filters to it; click again (or use the clear bar) to release. A modifier switches between filter and exclude mode. Cross-filter state is carried in the URL, so bookmarks, back/forward, and shared links reproduce exactly what you were looking at.

Drill-down

If the model defines hierarchies (Region → City → Store), charts drill along them: viewers flip the Drill down toggle, click into levels, and navigate back with Drill up or the drill breadcrumb. Like cross-filters, the drill path persists in the URL.

Drill-through

Configure a card to open another dashboard filtered by the clicked value — the “from summary to detail page” pattern. (Drill-through is disabled on public share links, where the target dashboard isn’t shared.)

What viewers keep

All of the above works in the read-only viewer and in shared/embedded views: filter cards, card controls, cross-filtering, and drill-down are the viewer’s toolkit. Viewers can also save their filter state as a saved view to come back to later.

Exploring dashboards — the full viewer guide.
Canvas basics
Data models & relationships — hierarchies power drill-down.
Sharing & embeds