Filter Widget

Introduction

Add dynamic filters to control data across multiple widgets. Available filter types:

• Text Input
• Dropdown
• Multi-select
• Radio Buttons
• Checkboxes

Filters can be linked to various data sources and widgets to enable interactive, real-time filtering across dashboards.

---

Purpose

The filter functionality ensures that dashboards are not static. Instead, they enable:

• Custom views: Narrow down data to a specific selection (e.g., Veg vs Non-Veg).
• Interactivity: Allow users to interact with charts and tables.
• Efficiency: Quickly locate insights without editing datasets.

---

Steps to Add a Filter

1. Open the Filter Panel Click on the Filter icon located on the top right side of the dashboard.
   

2. Add a New Filter
   Click Add Filter.
   

3. Configure Filter Settings (Step 1/3)

   Setting	Description	Example Use
   Filter Name	Internal name of the filter.	Category
   Placeholder	Display text shown inside the dropdown before selection.	“Select Category”
   Filter Type	Choose the type of filter from available options.	Multi Select → allows multiple options
   Default Value	Pre-populated value (can use script via fx).	Default to “Veg”
   Default Select All	Toggle ON to select all values by default.	Show all categories initially
   Hide Filter Name	Toggle ON if you don’t want the filter name displayed above it.	For clean layout
   Filter Event	Defines when the filter applies: - On Change: Apply instantly after selection. - On Click: Apply only after pressing the Apply button (useful with multiple filters).	Example: Use On Click for dashboards with multiple filters

   Click next to proceed.
   

---

4. Configure Data Binding (Step 2/3)

   Setting	Description	Example Use
   Dataset	Select the dataset linked to the filter.	swiggy.ds
   Display Name	Column shown in dropdown to the user.	Category → “Veg” / “Non-Veg”
   Display Value	Backend column used to apply the filter.	Category
   Cascade (toggle)	Enable if this filter depends on another filter.	City → Locality relationship
   Parent Filter	Select the parent filter if cascade is ON.	City filter → Parent for Locality
   Link with Column/Parameter	Map filter to dataset column or a global parameter.	Category column

Click Next.

---

5. Resource Linking (Step 3/3)

• Choose resources (charts/tables) where this filter will apply.
• Link the filter with columns and parameters in those resources.

This ensures the filter dynamically updates only the relevant widgets.

6. Add and Manage the Filter

• Click the Plus (+) icon to add the filter to the dashboard.

• Edit -> Reconfigure filter settings.

• Remove -> Delete the filter from dashboard.

  

---

Filter Types

Choose from a variety of filter types depending on your use case:

• Text Box → Enter free text values (e.g., search by restaurant name).
• Dropdown → Select a single option from a list.
• Multi Select → Pick multiple values at once.
• Radio → Choose exactly one option from a set.
• Checkbox → Allow multiple selections using checkboxes.
• Date Time → Pick both date and time together.
• Date → Choose only a specific date.
• Time → Select only a time value.

---