Filtering in Dashboards
Here you will learn everything about the filters on your dashboards – from finding and setting them to resetting them.
Filters let you narrow down which data a dashboard shows: a time period, a branch, a product group. This article explains the new filter bar — which filter types exist, how to use them, and what the icons mean.
Note: The new filter bar is being rolled out gradually. If your dashboards still look different, it isn't active for you yet. Get in touch with us if you'd like to have it earlier.
The filter bar
The filters sit above the dashboard. Each filter consists of a heading and a field below it.
How to tell what's currently active:
What you see | What it means |
|---|---|
Field highlighted in green | The filter has a value and is narrowing down the data. |
White field with "All" | The filter is empty and isn't restricting anything. |
Red asterisk after the heading | Required filter — without a value, the dashboard won't run. |
"More filters ›" | There are additional filters that are collapsed. |
Three buttons are located in the top right:
Refresh icon — applies your filters and reloads the dashboard. As soon as you've changed something, the icon turns turquoise. That's your reminder: the change only takes effect after you click it.
Filter — shows and hides the filter bar.
Three-dot menu — contains, among other things, Reset filters. This takes you back to the values the dashboard starts with.
Applying filters
Set the filters you need. You can change several one after another.
Click the refresh icon (or Apply filters on mobile).
The dashboard reloads with your selection.
Your selection is reflected in the browser's address bar. This means you can copy the link and share it — colleagues will see the dashboard with the same filters.
Choosing a time period
Every date filter opens a window with three tabs: Presets, Time period, and Advanced.
Presets — the quick selection
Ready-made time periods, grouped by topic: individual days, rolling windows ("Last 30 days"), current periods ("This month"), and completed periods ("Previous month"). One click is enough, and the window then closes on its own.
The active preset is highlighted in green.
Time period — fixed date boundaries
Here you enter a specific from and to date. The to-date is inclusive — with "01.07.2026 to and including 31.07.2026," July 31 is included.
Two everyday helpers:
After selecting the from-date, the calendar for the to-date opens automatically.
If the to-date is before the from-date, the platform shifts the other date along with it — an empty time period never occurs.
Advanced — rolling time periods
The third tab builds time periods that move forward with each passing day. This is the right choice for saved links and for reports that are sent out regularly.
You set a number and a unit ("6 months") and choose below where the time period ends:
up to today — the last 6 months up to today, so the current month is included partway through.
whole months — the last 6 completed months. The current month is excluded, so the result stays stable between month changes. The label follows the unit above: for weeks, it says "whole weeks."
for — a shifted window. Above it then says Start: "6 months ago for 2 months" means the period starts 6 months ago and lasts 2 months. This lets you compare, for example, the same period from the previous year.
Above the builder, you can switch to Advanced and type a date expression directly — for cases the builder can't cover.
Useful expressions:
Expression | Meaning |
|---|---|
| From June 1 to December 30, 2026. The date after |
| From the start of the month to the current second. |
| Everything before January 1, 2026. |
Whatever you set — the button above the window spells it out in words ("Last 6 whole months") so you can check your selection at a glance.
Single selection
With a single selection, exactly one value applies. Short lists appear directly in the window. For long lists, there's also a search field: type a few letters, and the list loads matching values from the data.
All at the very top clears the filter again.
For a required filter, All is missing — it says "Please select" until you've made a choice.
For filters that are coordinated with each other, the suggestions take your other selections into account: if you've selected a branch above, you'll only see values below that exist for that branch.
Multiple selection
Here you can select several values at once. The dashboard then shows all rows that match any one of the values.
How to use it
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