Creating Component Filters for Dashboards

Component filters enable data filtering on dashboards by clicking on chart elements instead of utilizing filter dropdown menus. They are primarily designed to facilitate drilling down into more granular data while examining aggregated data on charts. The “Needs Grading Dashboard” is an example of a dashboard with component filters enabled. Component filters can only be added to charts in dashboards and act as dashboard filters.

Needs Grading Dashboard

To add Global Filter to a dashboard:

Open an existing dashboard, or create a new dashboard with a chart and table. The chart and table must be logically related. For example, in the Needs Grading Dashboard “Course Name” appears in both the “Needs Grading Chart” and the “Needs Grading Report.”
In the created dashboard, click the “Edit” button.
Select the “Filters” tab.
Choose the category to filter by from the drop down menus, and set up the filter.
In the “Field Name” drop down menu, select the name you want to filter by.
Under the “Apply to Components” menu, ensure all the components that are to be connected in the dashboard are checked.
Click the “Apply Filter” button.
Click the “Save and Preview” button and try out the filter.

Additional Visual Builder Articles:

Visual Builder Overview

Building Cross-Tab Reports

Build a Multilevel Table Chart

Frequently Asked Questions:

If you use Bar chart and add a separator field you can use that as a component filter as well.
The following options are supported for Component filter:

field added as category can be used as a component filter;
field added as separator can be used as a component filter;

E.g. we have bar chart showing a number of visits per module in courses. You can combine these data sets with tabular report on a dashboard to be able not only to see visits per module in a course but also be able to drill down into each module and get detailed data by each user in it.