> For the complete documentation index, see [llms.txt](https://docs.antsomi.com/cdp-365-user-guide-en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.antsomi.com/cdp-365-user-guide-en/insights/reports/filter-your-data/create-edit-and-manage-filters.md). # Create, edit, and manage filters ## Create a new filter ### Step 1: Select the chart Select the chart that you want to refine its data. Go to the Data tab and find the Filter setting. Click ![](https://826840553-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbtU4vFUxT5JkWYHePuoX%2Fuploads%2F9hKad5Pt9D0ZjTloWUgh%2Fimage.png?alt=media\&token=271d3ea1-bc87-4a7e-ab05-d9b9248000e6) to set the filter condition.

### Step 2: Set the filter condition If you want to create a new filter, click the button \[1]. A setting block \[2] on which you set the filter condition will show .

### Step 3: Include or Exclude the filter value

### Edit a filter 1. Edit your report. 2. Select the chart or control that has the filter. 3. Select the **DATA** tab in the *Properties* panel. 4. Click

. ### Reuse an existing filter Once you've added a filter to a report, you can use it in other components or even other reports. Adding an existing filter to a component *reuses* that filter. Reusing a filter does not create a copy of the filter. It's actually the same filter, so if you later edit it in one place, that changes the filter everywhere in the report. If you reuse a filter for a chart or control with an incompatible data source, the chart or control will display an error. You can fix this by editing the filter to use dimensions or metrics that are common to both data sources. [Learn more about filters and data sources.](broken://pages/-Mg-W453l9ay2_t65YKP#filters-and-data-sources) ### Copy components and reports with filters When you make a copy of a page or component within a report, its filters are reused by the copy. If you copy a filtered component into a different report, Insights makes a new copy of the filter. It has no relationship to the original filter. Note that if you copy and paste the component a second time, you will get another copy of the filter. The 2 copies are not related. If you make a copy of a report and change the data source, any filters in the report get the new data source. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.antsomi.com/cdp-365-user-guide-en/insights/reports/filter-your-data/create-edit-and-manage-filters.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.