Dashboard Level Filtering allows you to change your Metrics' Date Range and Grouping, or apply a Custom Filter directly on the Dashboard rather than changing your chart's settings in the Metric Builder. For example, your Metric displays data for the Last 30 days by default, you can use Dashboard Filtering to change the Date Range to see data for This Year.
Please note Dashboard-level filtering is only compatible with Metrics built using the Data Explorer Metric Builder.
When a Dashboard Filter is applied, all Basic Builder metrics display the following messaging on the Metric Tile - "Filtering is not supported with Basic Builder"
To learn how to convert Basic Builder Metrics to Data Explorer metrics, click here.
Date Range Filter
By default, each Metric tile displays the Date Range selected in the Data Explorer Metric Builder. However, this Date Range is dynamic. You can change the Date Range by selecting a different time period from the dropdown. When you select a new Date Range, all Data Explorer Metrics will update on the Dashboard.
In the example below, each metric is displaying data for the Last 30 Days. I can use the Date Range Filter to display data for the Last 60 Days, or Year to Date.
To remove the Filter, simply click the "X" to the right of the Filter, all Metrics on the Dashboard will revert back to the Date Range defined in the Metric Builder.
Please note your Metric must have Data for the selected time frame for Grow to display the results. If you select a date range that your chart doesn't have data for, you will get the following messaging on the Metric Tile: "You have no data for this metric."
Grouping Filter
Just like the Date Range, each Metric on your Dashboard displays your chart's selected Grouping from the Metric Builder by default. However, if you would like to see more granular data, or more aggregated data, you can select a different Grouping granularity (day, week, month, quarter, year) directly on the Dashboard.
In the example below, "Sales by Close Date" and "Sales by Lead Source" are both grouped by Day. I can use the Grouping Filter to change my chart's display from Daily Grouping, to Weekly, or Monthly.
To remove the Filter, simply click the "X" to the right of the Filter, all Metrics on the Dashboard will revert back to the Grouping defined in the Metric Builder.
Please note Metrics will only Filter if the chart is grouped by a date column. If a Metric is grouped by a text or numeric column, the Grouping Filter will not be applied.
Custom Filter
Custom Filters allow you to Filter your Metrics by other columns in your data. For example, you could filter your dashboard by Sales Rep, Region, or Product. You can reference any Filterable Columns selected in the Metric Builder to setup Custom Filters. Grow requires that you configure Custom Filters, they are not available out of the box like the Date Range and Grouping Filters.
How to Create a Custom Filter:
- Click the three dot menu on the top right corner of the dashboard and select "Dashboard Filters," then click "+Add Filter" or "Add Another Filter"
- Enter the name of the filter in the “Filter name” text box. (“Sales Rep”).
- Under the title field, there is a list of Metrics on the Dashboard. For each Metric that you want to Filter, select the "Column to Filter by" in the dropdown.
- Save the Filter and return to the Dashboard.
Your Filter is now available to use on your dashboard. Click on “+Add Filter” at the top right. Then select what you would like to filter by (“Sales Rep”), Grow automatically populates "is one of" so that you can select the criteria in the third dropdown. Click “Done” to apply the filter.
Please note Custom Filters are Dashboard specific, meaning they cannot be used across multiple Dashboards in your Grow account. Defined Filters will only show in the "+Add Filter" dropdown for the Dashboard they were created on.
Filter States
When a Dashboard Filter is applied, each Metric tile will indicate if the Filter was applied or not applied. The color of the dot and corresponding messaging can be helpful if you are trying to troubleshoot.
- A green dot means the filter was successfully applied. Next to the green dot, Grow also lists the column used to Filter the metric, ex: "Close Date."
- A red dot means there was no column to Filter by. There are two scenarios in which your metric doesn't have a column to Filter by:
1. If you have selected a Date Range Filter, you most likely don't have a Date column in your Metric's Charted Table of Data.
2. If you have applied a Custom Filter, the red dot indicates the applied Filter is not setup for that Metric. - A gray dot means that the Filter does not apply to the Metric. There are two scenarios in which a Filter does not apply to a Metric:
1. If you have applied a Custom Filter, the gray dot indicates the Custom Filter has "Filter does not apply" selected on the Metric or Metric's Dataset.
2. If the metric was built in Basic Builder and any Dashboard Filter is applied (Custom, Date Range, or Grouping), the gray dot will show on the metric tile with the following message: "Filtering is not supported with Basic Builder."
FAQ
Can I apply multiple Dashboard Filters at the same time?
Yes! You can use the Date Range, Grouping and Custom Filter all at the same time. The metric will update as each Filter is applied on the Dashboard. The Filter states also indicate that multiple Filters are applied.
Will Auto Key Values respect filters applied in the Dashboard Level Filtering?
Yes. If the Key Values Date Range is set to 'Chart Date Range' then it will update as you apply Dashboard Filters. If the Key Value Date Range is set to anything other than "Chart Date Range" (ex: Last 30 days) in the metric builder, the Key Value will not update with Dashboard Filtering.
Will applying a dashboard filter permanently change my metrics?
No, a dashboard filter will not permanently change your metric. If you refresh your dashboard, all of the metrics will reset to their original state.
Who can use Dashboard Filters?
All permission levels in Grow can see and use Dashboard Filters.
Who can create and edit Custom Filters?
Any user with Format Dashboard Access can manage (create, edit, delete) Custom Filters.