Master filtering


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The Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (Master Filter). End-users can select elements in a Master Filter item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values.

Master filtering modes

The Master Filter item supports two selection modes.

Filtering across data sources

When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources.

Fields are matched by their full names. For fields in other data sources to be affected by Master Filtering, their names must match the name of the field in the current data source, and they must belong to the same hierarchy level so that their full names also match. For instance, Customer.City and Customer.Address.City will not be treated as matching fields.

To enable filtering across data sources, use the Cross-Data-Source Filtering button in the Data tab.

Preventing items from being filtered

You can prevent specific dashboard items from being affected by Master Filters, so that Master Filtering will never be applied to them. To do this, use the Ignore Master Filters button  in the Data tab.