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.

Note: Default values selected for child filters are not applied when using a group filter. Selected values in a group filter are not saved when you reload the dashboard.

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 lookup 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 lookup 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 and 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.