Create a Single/Multiple select or cascading filter
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- UpdatedAug 3, 2023
- 7 minutes to read
- Vancouver
- Now Intelligence
Let users filter a dashboard tab on one or more values from a set of choices, such as incident priority. You can have a single or multiple select filter follow another filter in a cascade.
Before you begin
This procedure assumes you’ve created a filter in the Filter designer or added a filter to your dashboard with the Single select or Multiple select filter type. See Select the filter type for a workspace dashboard filter.
Role required: In the in-line editor, you must be the dashboard owner or have had editing rights shared with you. In the technical editor, the ui_builder_admin role is required. To save a filter to the library or create a filter in the Filter designer, you need the analytics_filter_admin role.
About this task
Filters apply to data visualizations and simple lists. For the filter to apply to a specific data visualization, it must be based on the same table or indicator breakdown as that visualization. For it to apply to a list, it must filter a field in the list.
On a tabbed dashboard, a filter can apply either to the items in a single tab or to the entire dashboard. For the filter to apply to a single tab, add the filter to that tab. For the filter to apply to the entire dashboard, add it above the tabs.


Procedure
Result
The filter is ready to use when you exit editing mode.
Example: Cascading filters for Manager and Assignment Group
Consider a case where you want your users to filter incidents by manager or by assignment group. Also, you want to limit the assignment groups that are available in the second filter to those with the manager selected in the first filter.
- You create data visualizations of incidents, such as a single score data visualization of the number of incidents on the Incident [incident] table.
- You create a filter to filter incidents by assignment group manager. To accomplish this, you create a Single or Multiple select filter based on the User [sys_user] table as the data source. The Manager field is in that
table. Because you want to apply this filter to a data visualization of Incident table data, you edit the data to filter to point to Incident.Assignment group.Manager. You also add the Manager field on the Group
[sys_user_group] table as data to filter. You will need this field later when you set up a cascading filter.
- You create a filter to filter incident data by assignment group.
- First, you create a multiple select filter labelled Group.
- Then you select the Assignment Group field of the Incident [incident] table as the filter source.
Because Assignment Group is a reference field that refers to the Group [sys_user_group] table, the filter source resets automatically to the Group table. The data to filter remains Incident.Assignment Group. - Remember that you want the user to be able to select groups that they have filtered by manager. For this to happen, the Group filter must follow the Manager filter. To make that cascade possible, the Manager filter must be configured to filter data on the Group table. This requirement is why you added Group.Manager as data for the Manager filter to filter. When you scroll down the Configuration panel to Other filters to follow, you see that indeed the Group filter can follow the Manager filter through a direct connection.
- You set the Group filter to follow the Manager filter, save, and exit editing mode. Later, a dashboard viewer selects Beth Anglin in the Manager filter. Then, when selecting assignment groups in the Group filter, only those groups with Beth Anglin as the manager are available.
What to do next
If you have the required roles, add the filter to the filter library. You can also reconfigure, delete, or duplicate the filter. For more information, see Edit a filter on a workspace dashboard.
Related Content
- Applying filters to Process Mining maps
If a dashboard filter is on the same table as the breakdown of a process project, that filter can apply to a Process Mining map of that project.