Set an Attribute Filter

You can filter visual data by the values in an attribute.

To set a filter for an attribute:

1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
   • To access the visual filter sidebar, select its filter icon () or select Settings from the visual menu () and then select  on the sidebar menu.
   • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals are from the same data source.

The Filters sidebar appears showing any filters that have been applied.

2. Select the Row tab. If the style of your visual is an arc gauge, KPI chart, table (raw data), histogram, or map markers chart, the Group tab is available, but you cannot create a group filter because all filters for these visual styles are row-level filters. If you are using the dashboard filters sidebar, the Group tab is not available.

The Saved tab shows saved filters that you can apply to a dashboard or visual.

3. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with three tabs appears in the Filters sidebar.

Tab	Description
Value	The Value tab allows you to select: A filter operator (Include or Exclude, depending on whether you want to include or exclude the value from the data). An optional custom value. To create and select a custom value, enter the value in the Customize field and select Add. Your custom field is added and selected in the list of possible values. To remove the custom value, uncheck it in the list of possible values. It is removed from the filter and from the list of possible values for the filter. One or more values from the list of available values for the attribute you selected. To select all values, select Select All. Use the search bar to quickly find a value. You can type the name of the value in the Search bar (or characters in the value name) to limit the list of values. A maximum of 1000 values are listed. If no values are listed or if you cannot find your value, type the exact name of the value (as stored in your data) into the Search bar and select  to select it. This will force Insights to use this value when sending the query to the data store. See Apply Row-Level Filters.
Wildcard	The Wildcard tab allows you to specify a wildcard filter for the attribute.

4. After the filter specifics have been defined, select Continue. If you create the filter at the dashboard level, it is applied to all the visuals in the dashboard. Otherwise, it is applied only to the selected (active) visual. After confirming your changes, select Apply.

Read more about Data Filtering.

Apply a Saved Filter to a Visual or Dashboard

You can apply a row-level filters for the data in a visual. When all the visuals in a dashboard use data from the same data source, you can apply row-level filters for all the visuals in the dashboard.

To apply a row-level filter to a visual or dashboard:

1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
   • To access the visual filter sidebar, select its filter icon ( ) or select Settings from the visual menu ( ) and then select   on the sidebar menu.
   • To access the dashboard filter sidebar, select its filter icon ( ). The dashboard-level filter icon is available only when all the visuals are from the same data source.

The Filters sidebar appears showing any filters that have been applied.

If you are using the visual filters sidebar, three tabs are available: Row, Group, and Saved.

If you are using the dashboard filters sidebar, only the Row and Saved tabs are available.

Tab	Description
Row	The Row tab allows you to create a row-level filter, as described in the rest of this topic.
Group	The Group tab allows you to create and use a group filter. If you are using a KPI, raw data, histogram, or map markers visual, the Group tab is not available because all filters on these visuals are row-level filters.
Saved	The Saved tab shows saved filters that you can apply to the dashboard or visual.

Select the Saved tab and then select the save filter you want to use. If none are listed, you must create one. See Create a Saved Filter.