Dashboard-Level Filtering

Component

To filter at a dashboard level, drag and drop a "Filtered Drop-down" component into your dashboard. You can place this at any point that makes sense for your data. It is recommended that you put all of your filters in the same panel.

While similar to the regular Filters panel, there are some special functions on a dashboard filter.

Please note that if you are using a URL filter, you'll need to ensure that those URL datasets have the "Always Load from URL" box checked on the Data Import tab in order to function properly.

Fields

Once a Filtered Drop-down component has been added, use the tools icon to set your filters.

General Panel

Filter Behavior: Choose from Filter Change (automatic) or Apply Button. Note that the Apply button for dashboards says "GO!" instead of Apply. Best practice for Section 508 accessibility is to use the "Apply button".

Filter Section Title: Optional heading text displayed above the dashboard filter component's intro text and controls. Use this field to label a group of dashboard filters when the filter panel needs a visible section heading. Leave it blank to hide the heading.

Filter Intro Text: Optional text displayed above the filter controls.

Auto Load: Filter Change only. When checked, any URL will automatically select a value when a parent filter is changed.

Apply Filter Button Text: Apply Button only. Change the default "GO!" text in the apply button.

Filters Panel

Filter Type: URL or Data

Filter Style: Choose from Nested Dropdown, Multi-Select, or Dropdown.

Filter: Data filters only. Select the value from your data sets to filter on. Please note that if you are using multiple data sets that contain the same value you would like to filter on (i.e. State), the header labels on each data set must match EXACTLY including capitalization.

Label: Type in a label for your filter to help users better understand what they are selecting.

Filter Default Value: Data filters only. Select the filter value for the load state.

Filter Ordering: Data filters only. Order in Ascending Alphanumeric, Descending Alphanumeric, a Custom order, or by a Data Column in your dataset. Note: for nested drop-downs, this is two fields labeled "Group Order" and "Subgrouping Order" with the respective data labels to the right.

Order Column: For filters sorted by a Data Column. Select the column in your dataset that corresponds to the order the filtered column should display in. This works best if your order column contains numeric columns.

Filter Grouping: Nested Dropdown only. Select the category that is the main level for your dropdown.

Filter Subgrouping: Nested Dropdown only. Select the category that is the secondary level for your dropdown.

URL to Filter: URL filters only. Select the URL from the URLs loaded to your dashboard. Please not that for URLs to be available here, they must have "Always load from URL" checked on the Import Data screen in step 2.

Filter By: URL filters only. Choose from Query String or File Name

Query String Parameter: URL Query String filters only. Type in the parameter for your query.

File Name: URL File Name filters only. Type in the file name. Add ${query} to replace the filename with the active dropdown value.

• Filter Value Field: Value to use in the HTML option element.
• Filter Display Field (optional): Text to use in the HTML option element.
• Row Filter Field (optional): Use this when a single data file contains multiple data sources or groups that share the same file name. Select the field whose value identifies each option, and the dashboard narrows the loaded file to only the rows matching the selected option. This lets one dropdown list options at two levels (for example a group and the items within it) where many options live inside the same file. When left blank, the Value Selector field is used to filter the rows.

White Space Replacements: URL File Name filters only. For white spaces in your file, choose to Keep Spaces, Replace with Underscore, or Remove Spaces.

Filter API Endpoint: URL filters only. Type in the endpoint for your URL.

Value Selector: URL filters only. Enter the value to be used for filter selection.

Display Text Selector: URL filters only. Type the text to be used in the HTML option element. This field is optional. If nothing is entered, the value selector will be used.

Subgroup Value Selector: URL Nested Dropdown filters only. Enter the value to be used for filter selection for the subgroup.

Subgroup Display Text Selector: URL Nested Dropdown filters only. Type the text to be used in the HTML option element for the subgroup. This field is optional. If nothing is entered, the value selector will be used.

Set By: Data filters only. Select visualizations that will trigger the filter. This works best for state or country selection via map.

Used By: Select the visualizations that will use this filter. For URL filters, if no visualizations are selected here, it will be applied to all available API visualizations.

Reset Label: Change the text on the reset label.

Auto-select First Option: For File Name URL filters, deselect this option to load filter options without selecting a value when the dashboard first loads. Target data files load after the user selects a value.

Parent Filter: Set an existing filter as a parent to this filter. It will limit the number of items displayed to those that fit in both categories.

Default Value Set by Query String Parameter: Use a query string to set the default value at load, even if this value does not come first in the list.

Multi-select: Allow users to select more than one value in the filter.

Select Limit: Multi-select filters only. Set the maximum number of items users can select in a multi-select filter. 5 is the recommended limit.

Show Dropdown: If unselected and no visualizations is selected in the Set By field, users will not be able to change this filter and the dashboard will be static.

Description Field: For combobox filters only. Select the field that contains an optional plain-text description to display below each combobox option label. For URL filters, this field is available for File Name filters that use a combobox. Blank descriptions are hidden.

Subgroup Description Field: For nested dropdown filters only. Select the field that contains an optional plain-text description to display below each subgroup option label. For URL filters, this field is available for File Name filters that use a nested dropdown. Blank descriptions are hidden.