Documentation

Overview

Global dashboard filters let you filter data across all widgets simultaneously. Filters appear at the top of the dashboard and affect every widget that has the matching column in its data.

Filter Types

• Multi-Select — Choose one or more values from a dropdown
• Toggle — On/off switch for boolean filters
• Custom — Custom-defined filter logic

Multi-Select Features

• Search/Autocomplete — Type to search and filter available values. Suggestions appear as you type with keyboard navigation (arrow keys + Enter).
• "Only" Button — Hover over any item in the dropdown to reveal an "Only" button. Click it to select ONLY that item and deselect everything else. Useful for quick single-value filtering.
• Select All / Clear All — Bulk selection controls.

Smart Filter Behavior

Filters are intelligent about which widgets they apply to:

• If a widget's data table doesn't have the filtered column, that filter is automatically skipped for that widget (no errors)
• Tables without a date column automatically skip date filtering
• Different data sources on the same dashboard work without filter conflicts

Widget-Level vs Dashboard-Level Filters

Filters have a priority system:

1. Widget-level filters (highest priority) — Set on individual widgets in the properties panel
2. Dashboard-level filters — Global filters applied to all widgets
3. Cross-widget interaction filters — Temporary filters from clicking other widgets

Widget-level filters override dashboard filters when they target the same column.

Configuring Filters

• Add default filters — Pre-configure which filters appear on the dashboard
• Custom filters — Define filters with custom labels, target columns, and dependencies
• Filter dependencies — A filter can depend on another (e.g., Campaign filter depends on Channel selection)
• Filter groups — Visually group related filters with separators

Date Range Selector

Controls the time period for all widgets on the dashboard.

Preset Date Ranges

• Today — Current day only
• Last 7 Days — Rolling 7-day window
• Last 30 Days — Rolling 30-day window
• Last 90 Days — Rolling 90-day window
• Last 12 Months — Rolling 12-month window
• This Month — From 1st of current month to today
• Last Month — Full previous calendar month
• This Year — From January 1st to today

Custom Date Range

Click the date fields to open a dual-month calendar picker. Select start date, then end date. The cursor automatically moves between fields. Date format: Jan 01, 2025.

How Date Range Affects Widgets

• All widgets with a date column automatically filter to the selected range
• KPI widgets use the date range for period-over-period comparison
• Charts show data points within the selected range
• Widgets without date columns are unaffected