Create a group interactive filter

A group interactive filter allows users to select multiple interactive filters to apply to reports on a homepage.

Before you begin

Role required: hp_publisher_admin and report_admin

You must have Performance Analytics premium to create new interactive filters.

Before starting this procedure, create several choice list, reference field, boolean, or date filters to group.

Procedure

  1. Navigate to Homepage Admin > Interactive filters
  2. Click New.
  3. In the Filter based on choice list, select Group.
  4. Set the following fields.
    Table 1. Filter fields
    Name Description
    Name Enter a name for the filter. This name appears on the homepage widget for the filter.
    Look up name Enter a look up name for the filter. This name appears in the Add content menu when adding a filter to a homepage or dashboard. Use this name to help organize your filters. If you do not specify a look up name, the Name value is used instead.
    Description Enter a description of the filter.
  5. In the Group section, click Insert a new row...
  6. Select an interactive filter to add to this group.
    You cannot add a group filter to another group filter.
  7. Repeat steps 5-6 as needed for each filter you want to group.
  8. Click Submit.

What to do next

After you create the filter, add it to a dashboard or homepage.