dashboard filter using formulas

It's not possible to create a dashboard filter using formulas.
I could create a dashboard filter only with variables that are present in a data source.
I am able to create a value in pivot table and then use it as widget filter, but it can't be done to other widgets that are not pivots.

yevheniibz

Posted 1 year ago·Last reply 1 year ago

6 comments

Chris Wallingford

·1 year ago

We do this with Ranking filters. The value to be filtered is always relative to something, for example, I want this whole dashboard to be filtered to only the Brands that have over a specific volume sold in the last 7 days. Set a dashboard filter on Brand ID with a Ranking type set to the Top 100000 (to include all results). Then use a formula like:

IF ( ( [Total Quantity] , [Days in Date = Last 7 Days] ) > {whatever} , 1 , NULL )

If the Brand ID doesn't meet the criteria, it comes back with a NULL and is excluded from the ranking results entirely. We do this all. the. time. in all. the. places.

Show me the complete contents of orders that contain a specific product.
Show me all purchases made by people whose first purchase was something specific or at a specific time.
etc.

daat

·1 year ago

How do you create such a filter at dashboard level (not widget level)?

My biggest problem is to be able to create a filter on a field that does not exist as such in the datamodel (but can be created with a formula) and use this filter across different widgets, not just a particular one. It needs to be a dashboard filter, as you mention, but I haven´t been able to create a dashboard filter with formulas.

Thanks for your help!

Chris Wallingford

·1 year ago · Edited

Not sure I'm following the use case, so may need more detail, but here's an example. The dashboard is filtered to only Brands with a Total Quantity > 0. The left widget ignores the dashboard filter for context of what's being removed by the dashboard filter in the right widget.

daat

·1 year ago

We tried this and it WORKS great! Thanks for sharing.

The only downside it that once the filter is defined, the formula can´t be changed (e.g. if the user would want to change the value in the formula).

daat

·1 year ago

This is such a relevant feature to have!! Kudos to yevheniibz !

DRay

·1 year ago

Hello yevheniibz,

Thank you for submitting your idea!

I have brought this Idea to the product team and will post updates here as they are available.

One of the ways we prioritize development efforts is by community interest. I encourage other users to vote and comment on this suggestion. The more engagement an idea receives the higher the likelihood of it being considered for implementation.

Thank you for being a valuable part of our community!