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Domo Knowledge Base

Applying Page-Level Filters (with Filter Views) (BETA)

Version 9

 

Intro

You can use Page Filters to apply data filters that affect all of the KPI, Sumo, and Domo App Cards powered by a specified DataSet in a Page. All of such Cards with applied filters are marked with a  icon. In this way you can quickly spot all Cards in the Page in which you have applied filters. For example, you could set a filter for all Cards powered by a specified DataSet to show values falling under a specified threshold. All Cards powered by that DataSet would then be filtered to show only the specified information.

If PDP (Personalized Data Permissions) is enabled for the selected DataSet, your filter options are limited to what is available to you based on your policy. For example, if you are a member of a policy that can view content only for western states, you can filter only on content that is available to you. Likewise, if you have access to all rows in a policy, you can choose whether to filter on all data or select specific policies. For more information about PDP, see Personalized Data Permissions (PDP).

The Page Filters applied to a Page are

  • somewhat personal customizations. When a Page Filter is saved, the values selected affect your view only and others do not see the Page Filter values you add.  You can save specific filter configurations as "Filter Views" and then choose your desired Filter View when you navigate to the Page. Only you see your saved Filter Views. The only exceptions to this are when Filter Views are saved as the "default" or are shared with everyone, in which case all visitors to the page see them. 

  • "sticky" customizations that remain until you remove them.

  • inherited by a Card using the filtered DataSet when viewing or drilling to the Card in the Details view.

  • not applied to a Card when viewing the Card directly, either through a link or a search.

You can apply or edit Card Filters in the Details view of a Card. For information about applying Filters to KPI Cards, see Adding Filters to Your Chart.

When adding date Filters, you can choose to apply Filters to a range of dates or to individual time units (which may be days, weeks, months, etc., based on the date grain of the data).

Important: When adding subsequent Cards to a Page (that is, all Cards after the first), you must use the Existing Data option and select your original DataSet. If you re-add the same DataSet using the Excel or Google options, filtering does not work.

Note: If you have a "Participant" default security role, you cannot share filter views or set default filter views for the page, but you can add and save filter views for personal use. Participants can also select a filter shared with them, make changes to the filter and save it as a new filter view. The original shared filter view will not be affected. If you have an "Admin," "Privileged," or "Editor" default security role, you can create, share, and edit existing shared views, or set a shared filter view as the default. You can also do this if you have a custom role with "Edit Pages" enabled. For more information about default security roles, see Default Security Role Reference. You can also do this if you have a custom role with "Edit Pages" enabled. For more information about custom roles, see Managing Roles.

Video - Filtering with Page-level Filters


Video - Enhanced Dashboard Filters


Video - Filtering with Beast Mode Calculations

 

Controlling who can set Page Filters

Page owners, users with an "Admin" default security role, and users with a custom role with the "Manage pages" grant enabled can control whether users are allowed to set Page Filters by adding columns in the filter bar as explained in the next section. They do this by toggling the Allow everyone to add columns in the filter bar option, which is located in the gear menu on the right side of the filter bar. 

page_filter_settings_menu.png

When this option is enabled on a Page, all users ("Participants" included) can add new Filters to that Page using the Page Filter options. When the option is disabled, "Participant"-level users cannot add new Filters, but they can still change column selections on existing Page Filters.    

Applying Page Filters

Use the following instructions to apply Page Filters to Cards on a Page.

To apply Page Filters,

  1. Navigate to the Page in Domo that you want to filter.

  2. Click page_filter_icon.png, which is located in the upper right area of the Page. (Some system Pages, such as the Shared Page, do not include this option.)

    A bar appears with Filter Views, a approval_center_new_request_icon.png icon, and Save Filters buttons. If PDP policies are enabled on DataSets used in any Cards in the Page, and you have access to all the rows, a button reading All Rows appears. 

  3. (Conditional) If you want to filter on all rows in PDP-enabled DataSets used in the Page, leave the PDP options set to All Rows. If you want to filter on a specific policy, do the following:

    1. Click the dropdown arrow next to All Rows.

    2. Click Select Policies.

    3. Check the boxes for all policies you want to Filter on. 

    4. Click Apply.

      analyzer_pdp_new.png

      For more information about PDP, see Personalized Data Permissions (PDP).

  4. Click approval_center_new_request_icon.png.

    A list of all column names used in DataSets in Cards in this Page appears. If a column name is used in more than one DataSet, an arrow appears to the right of the name so you can filter down to the desired DataSet if you want. 

  5. Click the name of the column you want to filter.

    Alternatively, if the column name is used in more than one DataSet and you want to filter to show just the rows in a specific DataSet, you can click the arrow next to the column name to bring up a dialog with the names of all the applicable DataSets. Here you can check the boxes for all the DataSets you want to show rows for (or simply select all DataSets by checking the Select all box). 

    If you select a column that appears in more than one DataSet without filtering down to a specific DataSet, the columns from the DataSet powering the most Cards in the Page will be used for the Filter.   

    After you select a column or DataSets, a Filter button appears on the left side of the gray bar, and a dialog appears in which you can select your Filters. The interface components of the dialog differ depending on whether the column or row you selected contains series, amount, or date data.
  6. Do one of the following:

    • (Conditional) If the selected column contains string data,

      series_data_filter_dialog_new.png

      1. Select the checkboxes for each series you want to show in the Cards in this Page.
        You can select all of the checkboxes by clicking All or deselect all of the checkboxes by clicking None.
        You can filter the series that appear in the list by entering a keyword or a string of characters found in a keyword in the Filter by field.
        Finally, if you want to load values from a specific DataSet, you can click page_filters_filter_datasets.png then choose the desired DataSet. This will load the unique values on that DataSet but apply to all DataSets with that same column name. 

      2. Specify whether the items you have checked appear or do not appear in your chart by selecting In or Not In from the menu in the top right.

      3. Click Apply.

    • (Conditional) If the selected column contains amount data,

      amount_data_filter_dialog_new.png

      1. Do one of the following:

        • If you want to filter amounts based on a range... 

          1. Leave the dropdown menu in the upper right corner set to Range.

          2. Select a condition statement from the menu.
            One or more fields may appear, depending on the condition statement.

          3. (Conditional) If one or more fields appeared when you selected a condition statement, enter the desired amounts in the fields.
            For example, if you wanted your Cards to show information for amounts between 200,000 and 300,000, you would select is between from the menu, enter "200,000" in the first field, and enter "300,000" in the second field.

        • If you want to filter amounts based on specific values from your DataSet...

          1. Select Selection in the dropdown menu in the upper right corner.

          2. Check the boxes for all of the values you want to filter on. 

            You can select all of the checkboxes by clicking All or deselect all of the checkboxes by clicking None. Or you can filter the values that appear in the list by entering a string of numbers in the Filter by field.
            If you want to load values from a specific DataSet, you can click page_filters_filter_datasets.png then choose the desired DataSet. This will load the unique values on that DataSet but apply to all DataSets with that same column name. 

            Finally, you can specify whether the items you have checked appear or do not appear in your chart by selecting In or Not In from the menu in the top right.

      2. Click Apply.

    • (Conditional) If the selected column contains date data,

      date_data_filter_dialog_new.png

      1. Do one of the following:

        • If you want to filter dates based on a range... 

          1. Leave the dropdown menu in the upper right corner set to Range.

          2. Select a condition statement from the menu.
            One or more fields may appear, depending on the condition statement.

          3. Enter the desired dates in the fields as necessary.

            For example, if you wanted your Cards to show information for dates between 1-31-2014 and 4-30-2015, you would select is between from the menu, select January 1, 2014 in the first field, and select April 30, 2015 in the second field.

        • If you want to filter dates based on specific dates from your DataSet...

          1. Select Selection in the dropdown menu in the upper right corner.

          2. Check the boxes for all of the dates you want to filter on. 

            You can select all of the checkboxes by clicking All or deselect all of the checkboxes by clicking None. Or you can filter the dates that appear in the list by entering a filter string in the Filter by field. (For example, if you wanted to filter down to dates from 2010, you would enter "2010" into this field.)
            If you want to load values from a specific DataSet, you can click page_filters_filter_datasets.png then choose the desired DataSet. This will load the unique values on that DataSet but apply to all DataSets with that same column name. 

            Finally, you can specify whether the dates you have checked appear or do not appear in your chart by selecting In or Not In from the menu in the top right.

      2. Click Apply.

The affected Cards in the Page update to reflect the Filters you have selected. In addition, a icon appears on each affected Card.

To edit a Filter,

  1. Click the button for the Filter in the gray bar at the top of the Page.
    The dialog for the Filter appears.

  2. Edit the Filter settings as desired.

  3. Click Apply.

Your changes are applied to the Filter.

To remove a Filter,

  1. Click the button for the Filter in the gray bar at the top of the Page.

  2. The dialog for the Filter appears.

  3. Click .

  4. Click Continue to confirm the removal.

This Filter is removed, and all of the Cards that used the Filter are updated accordingly.

To hide Page Filters,

  1. Click page_filter_icon.png, which is located in the upper right area of the Page.

Your Page Filters are hidden and all of the affected Cards are updated. Hiding Filters in this way does not deactivate them completely. If you want to deactivate Filters, you must remove them using the steps above.

You can reapply your hidden Filters by clicking page_filter_icon.png.

Note: Turning off Page Filters does not remove the Filter for all users. The only way to make a Filter on a Card apply to all users is to apply a Filter while editing a Card. Consequently, you cannot persist a Page Filter to multiple Cards for all users.

Using Filter views

Filter views allow you to customize a Page to meet the needs of all audiences. Using Filter views, you can do all of the following:

  • Create and save your own Filters without affecting anyone else's view

  • Curate and share important views to create alignment on a specific perspective

  • Provide any number of personalized data stories for any person in any role

  • Designate which saved Filter view is the "default" for first-time visitors to a Page

Any user with a default security role of "Participant" or higher can add Filter views as well as rename, copy, and delete his/her own Filter views. To share Filter views with all Page visitors or set them as the default view for a LOCKED Page, you must either be the Page owner or have a role with the "Manage Cards and Pages" or "Edit Pages" grant enabled. For UNLOCKED Pages, any user with a default security role of "Editor" or higher can share Filter views and set default views. For more information about custom roles, see Managing Custom Roles. For more information about locking and unlocking Pages, see Locking or Unlocking Page Content.

Saving a Filter view

Once you save a Filter view, it is added to your Filter Views menu on the left side of the gray filter bar. From here, you can choose it anytime you visit this page to quickly apply the Filter. 


filter_views_menu.png

You are the only one who sees Filters you have created, unless a Filter has been designated as the "Default" Filter for the Page or is shared with everyone, in which case all users are able to select it. However, just because a default Filter has been set, this does not mean users are required to use it. They are still able to create and set their own Filter views as desired.

When a default Filter view is configured, those Filters will load anytime somebody visits the page for the first time. For each subsequent visit, the Filters that user had configured the last time they were on the page will load again, starting them where they left off.

To create and save a Filter view,

  1. Create the Filter as explained in Applying Page Filters, above.

  2. Click the Save Filters button on the right side of the gray filter bar. 


    filter_views_save_filters_button.png

  3. Click Create New Filter View.

  4. Enter a descriptive name for the new Filter.

  5. (Optional) If you want this to be the default Filter for the Page (in which case, this Filter configuration will be the first thing users see when they open the Page), check the "Set as default for everyone" box. Be aware that if a default Filter already exists for this Page, the new Filter will replace it as the default. 

  6. Click Save.

The new view is added to your Filters view menu. 

Updating a Filter view

If you make a change to a Filter, that change is not applied automatically to any Filter views that include it. If you want the Filter views to update, you must do this manually.

To update a Filter view,

  1. Click the Save Filters button on the right side of the gray filter bar. 


    filter_views_save_filters_button.png

  2. Click Update Existing Filter View.

  3. Select the Filter view to update.

  4. Click Update.

The selected Filter view is now updated.

Renaming a Filter view

You can rename any Filter view you have created. You can only rename a shared Filter view if...

  • you are the Page owner,

  • you have a role with the "Manage Cards and Pages" or "Edit Pages" grant enabled, or

  • the page is unlocked and you have a default security role of "Editor" or higher.

For more information about custom roles, see Managing Custom Roles.

To rename a Filter view,

  1. Click into the Filter views menu on the left side of the gray filter bar.

    filter_views_menu.png
     
  2. Mouse over the Filter View you want to rename and click the notebook_card_table_options.pngicon that appears.

  3. Select Rename.

  4. Enter the desired new name for the Filter view.

  5. Click Save.

Copying a Filter view

You can copy any Filter view in a Page, even those you haven't created that are set to default. This is a good way to make small changes to an existing configuration without having to rebuild it from scratch.

To copy a Filter view,

  1. Click into the Filter views menu on the left side of the gray filter bar.

    filter_views_menu.png
     
  2. Mouse over the Filter View you want to copy and click the notebook_card_table_options.pngicon that appears.

  3. Select Copy.

  4. (Optional) Enter a new descriptive name for the Filter View.

  5. Click Save.

Deleting a Filter view

You can delete any Filter view you have created. You can only delete a default Filter view if...

  • you are the Page owner,

  • you have a role with the "Manage Cards and Pages" or "Edit Pages" grant enabled, or

  • the page is unlocked and you have a default security role of "Editor" or higher.

 For more information about custom roles, see Managing Custom Roles.

To delete a Filter view,

  1. Click into the Filter views menu on the left side of the gray filter bar.

    filter_views_menu.png
     
  2. Mouse over the Filter view you want to delete and click the notebook_card_table_options.pngicon that appears.

  3. Select Delete.

  4. Click Delete to confirm.

Sharing a Filter view

If you want a Filter view to be available to all visitors to a Page without necessarily being the default view, you can do so by toggling on the Share with everyone option for that Filter View. You can only do this if...

  • you are the Page owner,

  • you have a role with the "Manage Cards and Pages" or "Edit Pages" grant enabled, or

  • the page is unlocked and you have a default security role of "Editor" or higher.

 For more information about custom roles, see Managing Custom Roles.

To delete a Filter view,

  1. Click into the Filter Views menu on the left side of the gray filter bar.

    filter_views_menu.png
     
  2. Mouse over the Filter View you want to share and click the notebook_card_table_options.pngicon that appears.

  3. Turn on the Share with everyone option.

Applying dynamic date range Filters

You can use dynamic date range Filters to adjust the date range window for all the Cards on a Page. These Filters can be saved and used as the default for all users in a Page. They can also be saved to different Filter Views (described in the previous section). Dynamic date range Filters can be a huge time-saver, since users do not need to manually apply filters to see data for a given date or time range. Also, with dynamic date range Filters, the date range data for your Cards automatically "rolls over" when the current period ends. 

You choose dynamic date range Filters in the Choose Date menu in the gray filter bar at the top of a Page.

dynamic_date_range_filters.png

The Filters you choose here are applied to all Cards in the Page that have had a date column applied in Analyzer. Filters are applied to each Card's unique date column and take into account date filters that have already been set on the Card. So for example, if a Page contained a Card that was powered by the "Sales Dates" column and the dates were filtered in Analyzer to show March through June, if dynamic date range Filters were set on the Page, the Filters would be applied to the "Sales Dates" column and would only work within the March-June time period. If the dynamic Filters were set outside that time period, the Card would display "No data in filtered range." 

Most of the options for dynamic date range Filters are the same as those for filtering dates in the Analyzer. In essence, these options are as follows:

  • Date Range. This lets you choose the range of data shown for all Cards in the Page being powered by date columns. By default this is set to Default, meaning that all Cards use their own date ranges. A wide variety of other options is available, including the current date period, period-to-date options such as Week to Date, and so on. 

  • Graph By. This lets you choose the date grain for all Cards in the Page being powered by date columns. The date grain determines whether the data is shown by week, by month, etc. This menu is described in more detail in Changing the unit of time used to represent data. By default no date grain is selected, meaning the Cards use the same date grain used in their powering DataSets. (For example, if data for a Card was broken down by week in the DataSet, it would be automatically broken down by week in the Card).  

Applying Card-to-Card Filters

When you apply Card-to-Card Filters in a Page, you can mouse over a specific chart element in a Card, and that same element will be highlighted in all other Cards in the Page that share it. This allows you to make quick correlations between your Cards that might otherwise take hours. 

For example, let's say user Tanya is a manager in her company's retail department. She has access to a Domo Page called "Retail" that includes a number of Cards related to profits and spending for her company, as shown here:

interaction_filters_before.png    

All of these Cards show disparate but related data for roughly the same time period—early 2013 to early 2015—with a monthly date grain. As it is now, Tanya can go into each Card one at a time and see data for a given month. This is useful, but what Tanya really wants to do is compare data for all of the different Cards across the same month. Specifically, she wants to correlate the data for "RT: Gross Profit and Margin," "RT: Gross Margin by Product Line," and "RT: Cost per Conversion" for January 2014. Before Card-to-Card Filters, she probably would have had to look at each Card one at a time, write down the values for January 2014, and finally compare them. But now, all she has to do is mouse over the bar for January 2014 in any of the Cards, and the same bar highlights in all of the others:

interaction_filters_after.png

Tip: Card-to-Card Filters work best when the Card size is set to "Large" or "Full." For more information about Card sizing, see Changing the Size of Cards in a Page.

With Card-to-Card Filters, you can also click on a chart element to apply a Filter for that element to all Cards in the Page. For example, if you clicked on the bar for "2014-Jan," all Cards would be filtered to that month. This also works for rows in tables. You can turn off this Filter by clicking the element again. 

Card-to-Card Filters are automatically enabled in Storytelling Dashboards. In standard Pages, they can be toggled on or off by Page owners, users with an "Admin" default security role, or users with a custom role with the "Manage pages" grant enabled. They do this by toggling the Interaction filters option, which is located in the gear menu on the right side of the filter bar. 

page_filter_settings_menu.png

When this option is enabled on a Page, all users ("Participants" included) can mouse over Cards to see Card-to-Card Filters in action. When the option is disabled, "Participant"-level users cannot apply Card-to-Card Filters.  

Using Filter Cards to filter Card content 

You can use Slicer, Checkbox, Radio Button, Range, and Date Selector Cards to apply Filters to all of the Cards on a Page. You build these Cards in Analyzer just like any other chart types.

Filter Cards only work when Card-to-Card Filters are turned on (see the preceding section for more information). If Card-to-Card Filters are not turned on, clicking a Filter opens the Details view for the Card instead of applying the Filter.

Slicer, Checkbox, and Radio Button Cards

Slicer, Checkbox, and Radio Button Cards contains Filters from a DataSet column. Once you have added one of these Cards to a Page, you can click any of the Filters in the Card to apply that Filter to all of the Cards in the Page. With Slicer and Checkbox Cards, you can apply as many Filters as you want. With Radio Button Cards, you can apply only one Filter at a time.

You can deactivate a Filter by clicking on it a second time. 

The following animated GIF shows an example of this. Here, marketing manager Scott wants to view Eloqua campaign data for email and social media channels. Instead of having to configure Page Filters, all Scott has to do is click all of these Filters in the Slicer Cards. He clicks "Email" and "Social Media" in the "Eloqua: RT Marketing" slicer Card. All of the other Cards in the Page are then Filtered accordingly.   

slicer.gif  

(If you would like to download a full-size version of this GIF, just click on it.) 

For information about building Slicer, Checkbox, and Radio Button Cards, see Slicer, Checkbox, and Radio Button Cards.

Range Selector Cards

Range Selector Cards let users filter all Cards on a Page to reflect a selected range of values or dates. A slider appears with a minimum and maximum value. When a user changes these minimum and maximum values, all Cards update to show data within the new range. In the following animated GIF, the user sets the minimum value (which was originally set to 2,000 by the Card creator) to 3,011, and the maximum value (originally 4,998) to 3786. All of the other Cards in the Page update to reflect the new range. 

range.gif  

(If you would like to download a full-size version of this GIF, just click on it.) 

For information about building Range Selector Cards, see Range Selector Card.

Date Selector Cards

By default, a Date Selector Card displays a series of dates in calendar format, either in a yearly or monthly view (depending on settings you have applied in Chart Properties). You can click and drag over a range of dates to filter all other Cards in the Page to show data for those dates. In the following animated GIF, the user highlights all dates from April 1st to August 31st in the "Street Metrics Date Selector" Card. The four other Cards in the dashboard reflect this selected range.   

date_selector.gif  

(If you would like to download a full-size version of this GIF, just click on it.) 

Alternately, you can click the Presets link on the Card to display a number of premade date Filters, such as "This week," "Last year," etc. 

date_selector_presets_link.png

date_selector_presets.png

You can show different premade Filters by clicking the blue links over the buttons ("Weeks," "Months," etc.). 

You can clear date Filters from a Date Selector Card by clicking the Clear link or by mousing over the Card and clicking date_selector_filter_off.png

For more information about building Date Selector Cards, see Date Selector Card.