Tags:
• Creator
• Explorer
• Viewer

Dashboards can be built to provide users with a number of filtering options. When the dashboard loads, the user can select their preferred filter either via the common filter options in the select menu, or (If applicable), zoom in on an individual chart to apply a filter in isolation of the rest of the dashboard.

 In this article

1. View Filters
2. Page Filters (Linked filters)
3. Pinned Filters
4. Global Filters
5. Append filter to a dashboard URL 

1. View Filters

When zoom is enabled on an individual chart, you can apply a filter in isolation of the rest of the dashboard. You can apply filters to an analysis view by using the select menu. You must first expand the view. 

• The filter will apply to a specific view.
• The filter remains applied when you minimize the view.
• The filter will reset when you change to another dashboard page, refresh or start a new session.

2. Page Filters (Linked filters)

When you have multiple views on a page with common filters, there are a couple of ways in which you can apply filters across all views in a dashboard page. 

a) Using the select menu. 

b) Using a container in the dashboard to create an  interactive filter.Learn more about how to create interactive filters.

 In both cases:

• The filter is applied to all the views in the dashboard.
• The filter resets when you change to another dashboard page, refresh or start a new session.

• Select the container you wish to use as a filter button.
• In the General settings menu go to Link.
• In the Custom Link field select the filter you want to use: FILTER:AXIS.ELEMENT 
• Save

3. Pinned Filters

When using selection filters (such as when you run an analysis or interact with a dashboard), there are times where making that filter sticky (pinned), can make for a more fluid investigation or viewing process.

Set a filter for your session

When you apply either a view filter or a page filter, you have the option to pin it (using the pin icon next to the selected filter).  By pinning the filter, this filter will continue to apply in all subsequent views or until it is removed.  Pinned filters are sticky for your session.

Example

For example, if you select Top 5 Market.USA from the page’s select menu, and click on the pin next to it, then navigate to another page, the filter will remain pinned through your session or until it is removed.

• Go to the page select menu.
• Select the relevant filer you want to pin.
• Click on the pin.

Select - Replace/add 

When using select at the page level, any items that exist in all the analyses on the page appear in the select menu.  In the across you see the items that are common to the across dimension in each of the analyses (this is everything available in the across dimension, not only the visible items), in the down you see the items that are common to the down dimension, and in filter, you see common items in the filters.

In each analysis, you can set whether the selection of each of these is in add or replace mode. 

Note, the add/replace mode is set independently for the across, down and filters, so you can have your across and filters in replace mode, while your down is in add mode.

Example

For example, when in add mode, if Gender.Male is selected and you then select Gender.Female, your filter will become Gender.Male or Gender.Female.  In contrast, when in replace mode, if Gender.Male is selected, and you then select Gender.Female, your filter will become Gender.Female. 

Change an entire set of story views to have a different filter applied in one move 

You also have the ability to change a filter in a story view (by loading it and pinning a filter) and then navigating the rest of that story (or other stories) and seeing this pinned filter automatically applied. When you export,  it will inherit the pinned state of any filters applied.

4. Global Filters

Global filters are a unique and powerful way to change overall data displays in Infotools Harmoni. They are a top-level filter option that can be applied at the project, view, story or dashboard level.

When a global filter is active, views are filtered to only show the applicable data to that filter. This filtering occurs on the fly and will be seen in projects, analyses, stories, and dashboard displays.

Learn more about Global Filters.

• Global Filters for Analysis and Reporting.
• Global Filters settings when saving a story view.
• Setting up Global Filters in your project.

5. Append filter to a dashboard URL link 

Pre-apply dashboard filters before loading  

There are scenarios where having the ability to 'pre-apply' a filter, would create new ways to load a dashboard in a state that reflects a data pathway (eg from another dashboard) or to simply ensure that a brand or other focus area was already selected when the dashboard loads.

• If the filter is available a user (Viewer, Explorer, Creator) can change their suffix in the URL manually i.e. form Male to Female and then hit 'enter' to dynamically change or apply filter. 
• After refreshing the browser and reloading a page, if the URL reflects a filter suffix, this should just be reloaded to reflect this again. If filters are removed manually or page is loaded in a normal state, the filters would not be applied.
• If there are any design changes and a filter label changes (i.e. relabel), this change will need to be reflected in the URL suffix manually, this will not automatically be inherited.
• URL suffix links are currently supported via text and image containers. Learn more about Dashboard Containers.
• Breadcrumb shows the dashboard name. 
• If the filter suffix set does not match the filter options available in the dashboard, the filter(s) will not be applied and the dashboard will load as per default state.

Apply a Suffix and share URL

There are a couple of ways to achieve this:

a) Share the URL link with the relevant suffix.

When sent this way, a user receiving the 'url' link would click it or paste it into their browser. They would be authenticated as per usual. If already authenticated, they would be passed directly to the dashboard with the filter(s) applied as specified.

The URL:

• Must include "#!#" before dashboard name
• Must include "?" before the filter
• Must replace spaces with "%20" 

Example:

• Site Name: Infotools Harmoni Knowledge Base
• Dashboard Name: Moon Visitors_1
• Filter axis and element: Top 5 markets.UK

b) As a link 'within' Harmoni, using text or image container.

DashboardName.PAGE?filter=Axis.element

 Custom link:

• The dashboard name must include the suffix .PAGE capitalized.
• Must include "?" before the filter

Example:

• Dashboard Name: Moon Visitors_NPS
• Filter axis and element: Top 5 markets.UK

• Select the container you want to use.
• In the General settings menu go to Link.
• In the Custom Link field, enter the details of the page and filter you want to link to.
• Save