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Filter View

When viewing your dashboard, you may choose to apply a filter to view the subset of data you wish to see visualized. Moreover, you can save this filter, and create and apply other filters. This feature is called Filter View. Its use is covered by the following topics:

Save Filter View

  1. To open your dashboard viewer, click on the View Dashboards in new window icon.


    View Dashboard in New Window


  2. You can see the filters applied to your dashboard scenario by clicking on the visualization. On the upper right-hand side, click on the ellipsis button to open the dashboard menu.


    Ellipsis Icon


  3. Click on the funnel icon to view the filters applied to your visualization.This dashboard has been filtered by sale date (year) and by country.


    Filter Window


  4. To save these filters to your visualization, click on the Filter View menu on the top ribbon to open the dropdown. Select Save current view... to save the filters previously applied to your visualization as a filter view.


    Save Current View


  5. In the Save Filter View... window, type in the name of your filter and click OK.


    Save Filter View


  6. If you would like to apply a new filter to your dashboard, repeat steps 2-3 to open the filter window. To learn more about setting a filter, you can read the Filter Data article.

Delete Filter View

  1. To delete a filter view, click on the Filter View menu and select Manage Filter Views.


    Manage Views


  2. In the Manage Filter Views window, click the trashbin icon to delete a view. Click OK to save.


    Delete Views


Reset Dashboard Filters

  1. To reset your dashboard scenario to its original display, click on the Filter View menu and select Reset to Default View. Your dashboard will display its original values.


    Reset to Default Views


  2. However, you can still go back to your previously created filter view in the dropdown, that is, if you haven't deleted it.


    View is Still There