Filtering all visuals in a dashboard

You can discover your data, by filtering all visuals in the dashboard, based on the selected element of the source visual.

The Filter All data discovery mode lets you to define a visual in the dashboard as a 'source', so clicking on a specific element of the source controls the appearance of other visuals in the same dashboard. The source sends filter parameters to the target visuals, which they use to define the output. Keep in mind that any visual can be both a source and a target when passing filter parameters.

To discover data in View mode, you must first enable the context menu, as described in Displaying Context Menus Within Visuals.

The following conditions apply to the Filter All functionality:

  • This method of data discovery works across visuals in a single dashboard.
  • Scope matters:

    • By default, the source visual sends parameters with Explicit Scope. To change this, select the Dataset Scope. See Sending Parameters with Dataset Scope.
    • By default, the target visuals receive parameters with Dataset Scope. To change this select the Explicit Scope. See Using Parameters with Explicit Scope.

      When the target visual receives filter parameters with Explicit Scope, it must have the corresponding dataset fields on the Filters shelf.

  • Depending on your use case, you may have to de-select the sending of aggregates as parameters. See Sending Aggregates as Parameters.

    The following steps show you how to set up a dashboard with Filter All data discovery options, using dataset scope.