Filters allow you to view dashboard information specific to certain parameters. You can specify the data field upon which the filter would act and based on that the data shown will be filtered on a dashboard, widget or metric level.

Filters can be applied on the following levels:

• Page Filters: Filters are applicable to all the information and widgets on a page. 
• Global Filters: Filters are applicable to all pages, widgets and metrics of the dashboard.
• Widget Filters: Filter is applicable to a singular widget.
• Metric Filters: Filter is applicable to a specific metric. This filter is applied when building a formula for a widget. The applied filter remains permanent and must only be modified by modifying the formula.

5.1 Page Filters

Page Filters allows you to apply a common filter for the entire page of the Dashboard. Just like Widget Filter and Metric Filter, you can select the data field upon which the filter would act, however, in the case of Page Filters, the filter is applicable throughout the page.

5.1.1 Adding a Page Filter

The steps to adding a filter to the page are as follows:

Step 1: Go to the page on the Dashboard where you wish to apply a filter. Ensure that your dashboard is in Edit Mode.

Step 2: Click the Filter icon and click + Add Filters.

Step 3: Select the variable based on which you want to filter your data. A variable can be a survey question, combination variable, metadata, response status or derived variable.

Step 4: Click Create Filters once you have selected a variable along with all its options to include in the filters.

Step 5: Select the filter from the left-hand pane of the modal and select its options or search for options. The selected options will be used to filter on the data for that specific page.

NOTE: You can combine filters by selecting options from other variables added. You can create additional filters by clicking + Add Filters.

5.1.2 Managing Page Filters

The three options next to a filter are:

Global Filters: This allows you to implement the same filter throughout the entire dashboard, making it a global one.

Lock Filter: When enabled, this locks the current filters and restricts the ability to enable or disable to the administrator. This feature is useful when you share your dashboard data with your users.

Hide Filters: When enabled, your users won’t be able to view the filters applied on the dashboard. Filters are visible only to the admin; shared users see only the filtered data.

5.1.3 Deleting Page Filters

You can delete the filters you have added. On the Filters tab in your Dashboard, click the Remove button to remove the filter.

5.2 Global Filters

As demonstrated earlier, any page-level filter can be converted into a global filter by clicking the Globe icon besides a page filter. This is how it would look like if a filter is set as Global Filter.

5.3 Widget Filters

You are also able to apply filters on a widget-specific level. This will allow to decide which specific widgets to filter, providing a more granular control over filtering capabilities. 

Here is how a widget appears if a widget filter is applied to it.

5.3.1 Creating a Widget Filter

Step 1: On Edit Mode, select a widget for which you want to apply a widget filter. Click the Edit icon.

Step 2: Click the Filters tab on the right-hand side.

Step 3: Click + Add Filters and select the variable on which you want to filter.

Step 4: Click Create Filters to save the filter once variable and its options are selected.

Step 5: Select the options on which you like to filter.

Enable Global Search: Enable / disable whether global filters are applicable to the data for the specified widget.

5.4 Metric Filters

You can add filters to values — known as Metric Filters. You have the option to add filters while adding values in a widget. This allows you to filter the data in the values.

For our better understanding, we will see a live dashboard and how its data sets change with a metric filter being applied. In the widget, you can see 5 top-performing branches with their average rating.

5.4.1 Creating a Metric with Filter

The steps to adding Metric Filters while creating a new widget are as follows:

Step 1: On Edit Mode, click the New Widget icon.

Step 2: Select the widget type and add relevant title and description.

Step 3: Click the + Add values to add a new metric to your widget.

Step 4: Select the function and variable on which you want to apply the function.

Step 5: Once you have selected the question, click the equation in the equation builder and select Show Metric Filters.

Step 6: Select the logic for the filter. In this case, the logic includes questions or custom data or embedded data. In case of questions, you can select the answer choices.

Step 7: Once you have selected the logic, click Save.

Step 8: Click Apply to add the metric value with the filter applied to the widget.

5.4.2 Adding Filter to Existing Metric

You can add a filter in an already added value by clicking on the edit button next to the added value for an existing widget and following steps mentioned in previous section.

5.4.3 Adding Multiple Condition Set

You can add multiple condition sets, allowing you to put more than one condition while applying a filter in a value. 

Click Add Condition and make one more condition along with a logical operator (AND, OR).

5.5 Filter by Time Range

The Time Range filter option allows you to filter your data based on the time range. When applying the filter, you can choose between two options: Start Time and End Time.

Start time option allows you to select the time frame for when the survey was started. For example, if you select one week, response of every respondent who started the survey in the past one week is considered for the time range. 

Similarly, End Time considers the time frame for when the survey was ended.

5.5.1 Adding a Time Range Filter

Time range filter is available across the three filter options. Although, with Page filters, you now get a quick option to add Time Range Filter.

For the other two options, go to the widget/metric on which you wish to apply time range filter and select Time Range in Metadata section while adding the filter.

5.5.2 Creating Custom Time Range

Although, when adding a Time Range filter, you get a lot of time range options to choose from, users can also set a custom time range. This allows them to select a time range between dates. They can then save the custom time range with a name for future reference. Users can also create multiple custom time range.

5.6 Pipe Filter in Widget Heading

Users can now use the piping feature in the widget heading. This feature comes in handy when the user wants to customize the widget to show data for a particular answer choice by selecting the one from the top.

5.6.1 Example of Piping in Widget Header

Example:
Suppose you have a widget that displays a Data Trends chart for all products purchased from the store. If there are five answer choices and you want to show data for each choice individually, you can use the piping feature in the widget heading. This feature allows users accessing the dashboard to toggle the data for each answer choice.

Note: For the piping feature to work, the widget must have a widget-level filter applied. This filter controls the data displayed in the widget. Ensure that a working widget-level filter is configured before using the piping feature.

The steps to add piping in the widget heading are as follows:

Step 1: In the widget, go to the Widget heading option and click Add Widget Heading and click the option to Insert Piping.

Step 2: Once you click Insert Piping, select the filter that you want to use. Filter is added to the widget heading. Click Create to save the changes.