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Add Filters to an Insights Dashboard

Add filters to an Insights dashboard to let users narrow down report data.

 
User Permissions Needed: Account Administrator, Reports Viewer With Cost, Reports Viewer
Insights Permissions: Can Edit

How to Add Filters to an Insights Dashboard

  1. While editing a dashboard, select Filter from the Dashboard Edit Toolbar.
    Select_Filter_from_the_Dashboard_Edit_Toolbar.png
  2. Select Attribute or Date from the drop-down menu that appears.
    Select_Attribute_or_Date.png
  3. In the drop-down menu that appears, select an attribute or date. The attributes are sorted by folder. You can search for an attribute or date by name.
    Tip: When adding a date filter, select the Date (Shared) date. This is a general purpose date attribute that allows you to connect data types of different objects.
    Select_an_attribute_or_date.png
  4. For an attribute filter, click Add. The filter is added to the dashboard tab.
    Click_Add__adding_attribute_filter_.png
  5. For a date filter, click Next, set a default date range for the filter, then click Apply. The filter is added to the dashboard tab.
    Set_a_default_date_range_then_click_Apply.png
  6. Drag the filter to where you want it to appear on the dashboard.
    Tip: We recommend placing your filters at top of the dashboard tab and arranging them left to right from most general to most specific.
  7. To rename the filter, double click the filter name, type in a new name, then hit Enter or click outside of the name field.
    Renaming_a_filter.gif
  8. Attribute filters can be single choice or multi-choice. To change the type, follow these steps:
    1. Select the filter, then click the Configure (“ ”) icon. A configuration popup will appear.
    2. In the Selection tab of the configuration popup, select the filter type:
      • One value (i.e. single choice)—Allow users to select only one value when using this filter.
      • Multiple values (i.e. multi-choice)—Allow users to select multiple values when using this filter.
        Select_One_value_or_Multiple_values.png
    3. Click Apply.
  9. Optionally, you can set up default selections for a filter. This is useful if you want to display specific filtered data when a dashboard first loads, but also provide users with the ability to change the filter selections. To set default selections for a filter, follow these steps:
    1. Select the filter, then click the Edit (“ ”) icon.
    2. In the drop-down menu, select value(s). These will become the default selections.
      Select_default_values_for_the_filter.png
    3. Click Apply. The text of the filter’s drop-down menu will update to reflect the default values.
  10. To save your changes to the dashboard, click Save.
    Click_Save.png

How to Set Up Parent Filters

You can set up filters so that the available options in one filter depend on the selection made in another filter. Before you set up a parent filter, first add both filters to the dashboard using the Filter option in the Dashboard Edit Toolbar. We recommend placing the child filter to the right of the parent filter.

  1. While editing a dashboard, select the filter you would like to act as the child filter.
  2. Click the Configure (“ ”) icon for the filter.
  3. In the configuration popup that appears, select the Parent Filters tab.
    Select_the_Parent_Filters_tab.png
  4. Click Add Parent Filter.
    Click_Add_Parent_Filter.png
  5. In the drop-down menu, select the filter you want to act as the parent filter.
    Select_the_filter_you_want_to_act_as_the_parent_filter.png
  6. If the filters are not on the same data set, you must also select an attribute to connect the filters.
    Select_an_attribute_to_link_the_filters.png Common connections:
    • When linking a project and user filter, you can select Project Participation: ID to set up a dependency based on whether a user is participating on a project (e.g. when a viewer selects a project, the user filter will only list people who are participants of that project).
    • When linking a project and user filter, you can also select Time Entry: ID to set up a dependency based on whether a user has logged time on a project (e.g. when a viewer selects a project, the user filter will only list people who have logged time in that project).
    • When linking a task and user filter, select ͺRecords of Assignment Fact to set up a dependency based on whether a user is assigned to a task (e.g. when a viewer selects a task, the user filter will only list people who are assigned to that task).
  7. Click Apply.
  8. To save your changes to the dashboard, click Save.
    Click_Save.png

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