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Filters & interactivity

Add filters and parameters in the editor

Data on the rail, then its Filters tab: the filters, where the Filters panel sits, and Parameters….

Open the Filters tab. Filters can apply to this page only, or to every page of the dashboard.
Choose Add filter and pick the field to filter on. Viewers then choose values from a control on the dashboard.
The Filters panel button in the toolbar chooses where filters appear for viewers: off, docked left, right or top, or floating over the dashboard.
Parameters are named values, such as a target or a date, that cards can read. Add one here and bind it to the cards that use it.

Filter from the filters pane

Viewers can add their own filters without editing the dashboard. They apply to your view only; see three levels of filtering.

Choose Filters. The pane opens beside the cards, so you can change a filter and watch the cards update.
Choose Add filter under Filters on this page, then pick the field to filter by. Use the search box to find a field quickly. Filters under Filters on all pages apply to every page.
Choose how to compare (for example Equals), then type the Value.
Every card updates to the filter. The bar under the header lists what is filtered, and a count appears on Filters.
Choose Close filters to give the cards the full width. The filter stays applied until you clear it.

Click a chart to highlight and filter

Clicking a mark highlights it and filters the other cards on the same model, and those from a saved query that return the clicked field’s column. See Cross-filtering.

This dashboard shows revenue by channel next to other cards. Click a bar to focus on that channel.
The bar you clicked stays bold and the other bars fade. Every other card on the dashboard filters to the same channel.
Hold Ctrl (Cmd on a Mac) and click another bar to add it to the selection. A plain click replaces the selection.
The filter bar under the header lists the selection. Open it and remove the selection, or click the same bar again, to go back to the full picture.

Drill down and back up

When the model defines a hierarchy, Drill down turns clicking a mark into a step down the hierarchy. See Drill-down.

This dashboard has a hierarchy behind its charts: channel, then order status. Choose Drill down in the header to switch drilling on.
With drilling on, click a bar. The chart moves to the next level, here the order status of that channel. Drill Up appears in the header.
Choose Drill up to go back up one level. Choose Drill: on again to switch drilling off.

Save a view

A saved view keeps your filters so you can come back to them. It is private to you.

Set the dashboard up the way you want it, for example with a filter on the channel.
Open Default view in the row under the header, then choose Save current view.
Give the view a name, then choose Save.
Your view is listed under Saved views. Choose it any time to bring back the filters, or delete it with the bin icon. A view is private to you.

Filter cards

Four filter card types cover most slicing needs:

Dropdown — compact single-select picker.
Multi-select list — inline checkboxes with search.
Number range — min/max numeric inputs.
Date range — from/to date pickers. For a window that moves with the calendar, use a relative date in a page or card filter.

Filter cards live on the grid like any card — or group them into a filters pane (Data on the rail → Filters → Filters panel): docked left, right, or top, or floating as an overlay. The filter pane automatically populates distinct value checklists directly from the connected data model.

Three levels of filtering

Level	Where	Scope
Page filters	Data on the rail → Filters tab	every card on the page
Card filters	the card’s Data tab (the AI sets them too: “revenue against target for Europe”)	that card only
Card controls	attached to a single card header	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.

How a new filter starts

Choose Add filter under Filters on this page or Filters on all pages — in the editor’s Filters tab or the filters pane — or Add a filter under a card’s Filters (this visual), and pick a field. The filter starts the way its field reads, so you pick values rather than type them:

Field	The new filter starts as
Text	is one of, with a checklist of the field’s values to tick — or a box for comma-separated values when they can’t be listed
True/false	is one of, with its values to tick — or a true/false choice when they can’t be listed
Number, date or time	is between, with From and To

An empty date range also offers Last 7 days, Last 30 days, This year and Last 12 months as one click. You can change the operator at any time; a date field’s list also has the relative dates.

The operator list offers what suits the field, in plain words:

Field	Operators
Text	is, is not, is one of, is not one of, contains, starts with, ends with, matches a pattern, is blank, is not blank
Number	is, is not, is more than, is less than, is at least, is at most, is between, is one of, is not one of, is blank, is not blank
Date or time	is, is not, is after, is before, is on or after, is on or before, is between, is blank, is not blank
True/false	is, is not, is one of, is blank, is not blank

A filter saved with an operator its field isn’t offered keeps it. On a number field, Filter on chooses whether each row is compared, or a group’s total, average, count, smallest or largest value.

A new filter narrows nothing until it has a value. Until then its row says Applies once it has a value. — or Applies once both ends are set. for a range — and the filter is only on your screen: it isn’t saved, and no card, export or scheduled delivery sees it. Untick a filter’s last value, or switch it to an operator that still needs one, and it stops applying the same way, keeping its row so you can pick again.

Each filter’s row names its column, with its table — and, on a dashboard built on several models, its model — underneath.

How filters combine

A card’s own filter — one set on the card’s Data tab, or by the AI — always applies. A page filter, a slicer, a card control or a drilled value on the same field narrows what the card was built to show; it never replaces the card’s own filter, so the card shows only the rows that pass both. Row-level security narrows in the same way, and exports and shared links give the same numbers as the dashboard.

Among the filters a viewer lays over a card, the latest on a field wins: a slicer choice or a chart click replaces the page filter on its field, a later choice replaces an earlier one, and a card control replaces them for its own card.

The limit: a choice that contradicts the card’s own filter leaves nothing to show. A card pinned to Europe under a slicer set to Asia is empty — it is not reset. To let a slicer drive a card, leave that field out of the card’s own filters.

Reports keep their own rule: a filter applied to a report block replaces the block’s own filter on that field.

Relative dates

A filter on a date field can be a relative date: a window that moves with the calendar instead of two fixed dates, so a card set to Last 12 months is still the last 12 months next quarter. Open the operator list of a date filter and choose one under Relative date — in the filters pane (Filters on this page, Filters on all pages) or in a card’s Filters (this visual) — and the filter reads Range updates automatically.

Relative date	What it covers
Today, Yesterday	that day
Last 7 days, Last 30 days, Last 90 days	that many days, ending today
This month, This quarter, This year	the whole calendar month, quarter or year, including the days still to come
Last month, Last quarter, Last year	the whole previous calendar month, quarter or year
Year to date	1 January to today
Last 12 months	this month so far and the 11 months before it — twelve months on a monthly chart

The window is worked out each time the query runs — on the dashboard, in exports and scheduled deliveries, and in the Android app — so a card saved with Last 12 months never freezes to the day it was written. The date comes from the clock of the machine that runs the query (your browser, the server or your phone), so around midnight, across time zones, two of them can disagree about what Today is. Periods are calendar months, quarters and years.

Dashboard parameters

Define dashboard-level parameters in the Parameters Manager:

Typed variables — create parameters for text, number, date, boolean, and choice lists.
Binding — bind parameters to card SQL queries or filter cards so user inputs dynamically alter queries and card definitions.
Auto-apply — choose whether parameter changes apply immediately or via an explicit Apply button.

Cross-filtering

Click a data point on any chart, 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.

A chart or table from a saved SQL query cross-filters too, on the column on its X axis. A card on a data model is filtered by its field of that name when its model has exactly one field so named, and another card from a saved query by its column of that name; a chart that draws the same column on its own X axis highlights the clicked value instead, as charts of one field do. A card the filter can’t reach isn’t filtered, and is shown faded as any card the filter doesn’t reach. Clicking a card on a data model filters a card from a saved query when the query returns the column the clicked field reads. Cross-filter reach in the card’s settings limits which cards it filters, as it does for any chart. On shared and embedded links, filters between cards from saved queries and cards on data models reach each other only by a column of the same name in a saved query.

Drill-down

If the model defines hierarchies (e.g., Country → Region → City → Store), charts drill along them:

Viewers flip the Drill down toggle and click data points to step into sub-levels.
Navigate back up using Drill up or the interactive drill breadcrumbs.
Hierarchy drill-down is fully supported in both the viewer and the editor’s Preview mode.
Like cross-filters, the drill path persists in the URL and saved views.

Hierarchies belong to a data model, so a card from a saved SQL query doesn’t drill down; it can drill through.

Drill-through

Configure a card to open another dashboard filtered by the clicked value — the classic “from executive summary to operational detail” pattern. A card from a saved SQL query sends the value on the column on its X axis. (Drill-through is disabled on public share links, where the target dashboard is not shared.)

What viewers keep

All of the above works in the read-only viewer and in shared/embedded views: filter cards, card controls, parameters, cross-filtering, and drill-down are the viewer’s toolkit. Viewers can also save their active filter and parameter 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