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VictoriaQ Regular Visitor
Regular Visitor

Dashboard Visuals not holding filters

Hi

 

I have a situation where I have a number of sales tile. I have applied a current month filter and pinned this filtered visual to a dashboard. But when I click the visual to bring me to the report, it shows me the total number of sales on the report, not by current month so the filter hasn't held.

 

Is there any way to make the filter stay in place when clicking through to the report?

 

Thanks

Victoria

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Dashboard Visuals not holding filters

The click through doesn't bring the filters with them, but this is ok because there is a solution!

 

The answer is to use FILTERURLs and place that URL into the Dashboard tile.  You can add the filter by clicking on the ... menu of the tile and selecting "Edit Details".  Click on "Set Custom Link" and place the URL into that box.

 

So for the URL itself, you'll need to deciede whether your users are making use of the Workspace App, or going directly to the report within the workspace itself.  The reason for this decision is that the URLs are different and we need to ensure we go to the correct place.

 

If you have both, i generally use the App URL and make sure everyone has access.

 

Things you need to prepare:  Your table and filters which relate to the filters cannot contain spaces.  You'll need to update your model if that is the case.

 

Here are details on how the filter URL works:

Your URL will be fairly long and will contain GUIDs for the Report and Groups.  The end of your URL you can add ?filter=

After that "?filter=" simple add <Table>/<Field> eq <Value>

 

If you need multiple filters, just add and between the results.

Here is an example:

?filter=Sales/City eq 'Brisbane' and Company/CompanyId eq 1

Which is saying "Filter the Sales Table by the City column where it equals Brisbane, and also where the company table has a company ID of 1"


   

              Did I answer your question? Mark my post as a solution!
       

Proud to be a Datanaut!


   


2 REPLIES 2
Super User
Super User

Re: Dashboard Visuals not holding filters

The click through doesn't bring the filters with them, but this is ok because there is a solution!

 

The answer is to use FILTERURLs and place that URL into the Dashboard tile.  You can add the filter by clicking on the ... menu of the tile and selecting "Edit Details".  Click on "Set Custom Link" and place the URL into that box.

 

So for the URL itself, you'll need to deciede whether your users are making use of the Workspace App, or going directly to the report within the workspace itself.  The reason for this decision is that the URLs are different and we need to ensure we go to the correct place.

 

If you have both, i generally use the App URL and make sure everyone has access.

 

Things you need to prepare:  Your table and filters which relate to the filters cannot contain spaces.  You'll need to update your model if that is the case.

 

Here are details on how the filter URL works:

Your URL will be fairly long and will contain GUIDs for the Report and Groups.  The end of your URL you can add ?filter=

After that "?filter=" simple add <Table>/<Field> eq <Value>

 

If you need multiple filters, just add and between the results.

Here is an example:

?filter=Sales/City eq 'Brisbane' and Company/CompanyId eq 1

Which is saying "Filter the Sales Table by the City column where it equals Brisbane, and also where the company table has a company ID of 1"


   

              Did I answer your question? Mark my post as a solution!
       

Proud to be a Datanaut!


   


VictoriaQ Regular Visitor
Regular Visitor

Re: Dashboard Visuals not holding filters

This works perfectly Ross - thanks a lot for your help!