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Master Filtering in the Web Dashboard

  • 3 minutes to read

The Dashboard allows you to use a data-aware dashboard item[1] as a filter for other dashboard items. This feature is called Master Filtering. End-users can select elements in a Master Filter item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values.

Master Filter Modes

To enable master filtering, go to the dashboard item’s Interactivity menu and use the Master Filtering Mode option.

wdd-master-filter-single

The Master Filter item supports the following modes.

Mode Description
None Disables master filtering.
Multiple Allows you to select multiple elements in the Master Filter item. To reset filtering, use the Clear Master Filter button (the wdd-master-filtering-icon icon) in the dashboard item’s caption.
Single Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it.

Filtering Across Data Sources

When different items in a dashboard are bound to different data sources, a Master Filter item can filter data across data sources.

The Master Filter item applies filters to fields across data sources when the following conditions are met:

  • The field names must match the name of the field in the current data source. For example, State and States are different fields.
  • The fields must belong to the same hierarchy level so that their full names also match. For instance, Customer.City and Customer.Address.City are not treated as matching fields.

If the data sources contain fields with the same data, but the field names are different, you can use a calculated field. In the first data source, create a calculated field with the same name as the field from the other data source, and display the field values from the first data source. As a result, you get two fields with the same data and matching names.

To filter data across data sources, enable master filtering and click Cross-Data-Source Filtering in the dashboard item’s Interactivity menu.

wdd-master-filter-cross-data-source

Note

Make sure that the matching field is visible in the dashboard item. You cannot use a hidden field to filter across data sources.

Preventing Items from Being Filtered

You can prevent specific dashboard items from being affected by Master Filters. To do this, enable the Ignore Master Filters option in the dashboard item’s Interactivity menu.

wdd-master-filter-ignore

Footnotes
  1. A Pivot, Bound Image, and Text Box dashboard items cannot be used as a Master Filter.

See Also