Create a Saved Filter

When you have created filters and applied them to a dashboard, they are listed under Active Filters on the Filter dialog. You can save these filters to be applied later to visuals from the same data source. A saved filter can include the settings from one or more filters.

Cross-visual filters that have been applied from same-source and cross-source links are not saved when filters are saved for a visual. Saved filters only include row-level filters for the visual.

To save a filter:

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 no filters have been applied, create one that you want to save. Select Save Filters on the Filters sidebar. The Save Filter Set dialog appears.

2. Supply a name for the saved filter in the Name field.

3. Optionally, provide a description for the saved filter in the Description field.

4. If you want to share this set with other users, select Share Filter Set.

5. Select Apply.

The Save Filter Set dialog closes and the filter is saved. You can see the saved filter on the Saved Filters tab of the filters dialog in other visuals that use the same data source.

6. Save the dashboard.