Your Guide To Default Filters

[intapiuser]

Filters are a great way to slice and dice your data into a variety of views. There are a couple ways you can set default filter values, on the dashboard level and on the query level.

Dashboard Level Default Filters

If you want all your users to view the same filter set for a dashboard upon login, select the desired filter configuration on your dashboard and click on "Set as Default" in the filter bar. Further details and screenshots can be found on our documentation here. Note that email reports use the default filter configuration. If your users select a different set of filters and want to go back to the default that you set, they can hit "Reset Filters" to restore the default filter set up.

Chart Level Default Filters

You can define the default filtering behavior in your query by using Direct Replacement Filters with pipe notation. This notation looks like this:

[filter_name|default_value]

Note that the default pipe notation cannot be used in filter standard notation. Ex [field_name=filter_name|default_value] will not return a result.

Users can get creative with the default filter notation to define how exactly they want their charts to behave depending on filter selections. Refer to the following community posts for a few examples!

• Prompt Users to Enter a Filter Value if nothing is selected
• Filter out Selected Filter Values
• Filters in Case When Statements (Controlling Chart Behavior between Different Filters)

How else have you creatively used default filters? Comment below!