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.
daat
06-25-2025Cloud 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).