Filters & interactivity

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 calendar and preset 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. The filter pane automatically populates distinct value checklists directly from the connected data model.

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 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.

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.

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.

Drill-through

Configure a card to open another dashboard filtered by the clicked value — the classic “from executive summary to operational detail” pattern. (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 (bookmark) to come back to later.

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