Creating Global Filters for Dashboards

Global 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 global filters enabled. Global filters can only be added to charts in dashboards and act as dashboard filters.

Needs Grading Dashboard

To add Global Filter to a dashboard:

1. 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.”

2. In the created dashboard, click the “Edit” button.

3. Select the “Filters” tab.

4. Choose the category to filter by from the drop down menus, and set up the filter.

5. Under the “Apply to Components” menu, ensure all the components that are to be connected in the dashboard are checked.

6. Click the “Apply Filter” button.

7. Click the “Save and Preview” button and try out the filter.

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Build a Multilevel Table Chart

Creating Global Filters for Dashboards

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Adding Formulas to a Dataset to Create a Custom Datapoint or Column

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