yevheniibz's avatar
yevheniibz
Cloud Apps
09-24-2024
Status:
Needs Votes & Comments

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.

6 Comments

  • Status changed:
    New Idea
    to
    Needs Votes & Comments

    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.

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  • 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's avatar
      daat
      Cloud Apps

      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!

      • wallingfordce's avatar
        wallingfordce
        Data Pipeline

        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.