Creating Dataset Filters on Dashboards

Arcadia Instant enables you to quickly add a filter widget to the dashboard, based on any field in the dataset.

Creating a Dataset Filter
Creating a Dataset Filter

The following steps demonstrate how to create a simple dataset filter.

  1. Open an existing dashboard in Edit mode.

  2. Switch to the Filters menu.

  3. Ensure that you are using the correct connection for the filter, or switch to the desired connection.
  4. Select the dataset for the filter.
  5. Click on any of the fields of the dataset to add to the dashboard a widget that filters on this field.
  6. On the dashboard, notice a new filter widget, named for the field name.

    New Dataset Filter in Dashboard
    New Dataset Filter in Dashboard
  7. To configure the new dashboard filter, hover over the filter and click the (gear) icon in the top right of the filter widget.

    Configure Filter in Dashboard
    Configure Filter in Dashboard
  8. The Settings window module of the new filter opens, on the Values tab. Note that the Dataset of the filter appears.

    Filter Settings
    Filter Settings

To configure the filter, see Configuring Dashboard Filter Settings.