📔
(EN) Insights Report User Guide
  • INSIGHTS
    • Release Noted
    • Quick start guide
    • Reports
      • Create reports
        • About reports
        • Build, stylize, and add data to reports
          • Set report date ranges
          • Add and configure components
          • Chart references
            • Area chart reference
            • Bar chart reference
            • Bullet chart reference
            • Geo chart reference
            • Line chart reference
            • Pie chart reference
            • Pivot table reference
            • Scatter and bubble chart reference
            • Scorecard reference
            • Table reference
            • Time series reference
            • Treemap reference
          • Add reference lines to charts
          • Add and edit data
          • Add pages and report navigation
          • Report layout options
          • Work with color
          • Add text, images, lines, and shapes
          • Arrange and distribute components
          • Use the Insights Report Editor
        • Copy a report
        • Delete a report
        • Tutorial: Create a new report
      • Filter your data
        • About filters
        • Create, edit, and manage filters
        • Configure filter conditions
        • Filter examples
      • Make reports interactive
        • Let your viewers control the date range
        • About controls
        • Use controls across data sources
        • Add chart interaction filters
        • Let viewers drill down into your data
        • Link to a page
        • Export data from a chart
        • Embed external content in reports
        • Let viewers select the fields in charts
      • Blend multiple data sources in a chart
        • About data blending
        • Blend data in charts
        • Filter blended data
        • Change the date range for blended data
        • Use blending to reaggregate data
    • Glossary
      • Aggregation
      • Blended data
      • Chart
      • Component
      • Component, report-level
      • Connector
      • Data set
      • Data source
      • Dimension
      • Edit mode
      • Field
      • Join key
      • Metric
      • Owner
      • Page
      • Properties panel
      • Report
      • View mode
      • Viewer (user type)
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On this page
  • Add a filter to a chart or control
  • Edit a filter
  • Reuse an existing filter
  • Copy components and reports with filters
  1. INSIGHTS
  2. Reports
  3. Filter your data

Create, edit, and manage filters

PreviousAbout filtersNextConfigure filter conditions

Last updated 3 years ago

Add a filter to a chart or control

  1. Edit your report.

  2. Select the chart or control you want to filter. You can also filter a group of charts and/or controls.

  3. Select the DATA tab in the Properties panel.

  4. Click +Add a filter.

  5. Click CREATE NEW FILTER. You can also

  6. Name the filter.

  7. Select Include or Exclude. Include filters include only data that matches the expression you provide. Exclude filters remove all data that matches the expression.

  8. Select the dimension or metric by which to filter.

  9. Select the comparison operator (e.g. Equals, Contains, Greater than, etc.).

  10. Provide a comparison value for the expression.

  11. (Optional) To add an OR clause, click OR on the right of the condition.

  12. (Optional) To add an AND clause, click AND below the clause.

  13. Click SAVE.

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.

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.

reuse an existing filter
Learn more about filters and data sources.