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 an...
dashboard filter using formulas
wallingfordce
06-23-2025Data Pipeline
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.
- daat06-25-2025Cloud 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!
- wallingfordce06-25-2025Data 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.
- daat07-09-2025Cloud Apps
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).