Implementing Filters
Filters display a subset of data, based on the dashboard user's point of view. For example, a European user may only want to see EMEA region sales data, whereas the dashboard's default region is the NA region.
Note: To ensure that a filter links to the correct content in a dashboard, the content to which you are linking (data table or chart) must contain at least one parameter.
Below are general instructions for adding filters to your dashboard:
1. In the dashboard page, select Edit (the pencil icon), which will make the Objects pane appear.
2. Under General Settings, select Prompts. The Prompts pane appears on the right. No filters are listed if this is the first time you are assigning filters.
3. To display a filter toolbar to users of the dashboard, enable Show Prompt Toolbar. The prompt toolbar appears at the top of the dashboard.
4. Click the Add button, 
, to start adding filters. The
Prompt dialog appears.
5. In the Prompt dialog box, type a display name for the control label. For example, "Region."
6. Enable Display name as control label, if you want users to see the display name in the filter toolbar.
7. Select your Control type. Control types define how your filter values are selected; for example, in a drop down list, radio button, checkbox, and so on.
The table below contains a description of each Control type.
Control Type | Description |
Drop Down | Users select a filter value from a drop-down list. |
List | Users select a filter value from a scrolling list. This filter control supports multiple selections. |
Radio button | Users click a radio button to select a filter value. |
Checkbox | Users enable a checkbox to select a filter value. This filter control supports multiple selections. |
Button | User click a button to select a filter value. This filter control supports multiple selections. |
Text Field | Users enter a text string or number into a text field manually. |
Date Picker | Users examine filter values based on calendar date. |
Your dashboard now has a filter.
If you plan to provide hard-coded names and values for your dashboard users, or produce a dynamic filter list, continue on to the next few sections.