Add a filter to your dashboard

Add a filter to the dashboard to easily narrow a number range, date range, or set of categories instead of creating a new view with that filter in the table.

In this example, the marketing analyst knows that their supervisors are interested in customers between the ages of 40 and 60. The analyst creates a bar chart to show the number of books per genre that customers buy. Then, the analyst adds a filter in the dashboard to show only customers between the ages of 40 and 60.
Note

Filters allow you to change the dashboard while you view it. While you edit a dashboard, the data include the entire range of possible values.

  1. Select the Assets icon and double click Bar Chart.
  2. Select Open.
  3. In Categorical variables enter Genre.
  4. Select Create
  5. Select the Assets icon and double click Number Range Slicer.
  6. On the right navigation, under Variable select Age.
  7. Above the dashboard, select Preview.
  8. In the number range, enter 40 for the lower endpoint and 60 for the upper endpoint. These changes only exist temporarily during a session. When you select Edit, the data will reset to include the entire range of possible data values.

Each asset on the dashboard displays only rows of data where the age is between 40 years and 60 years. The analyst easily sees that this age range bought between 13 and 16 books of each genre except for Science Fiction, which had only 8 purchases.