Filtering data in a dashboard
You can decide which data is displayed in the dashboard by selecting whether the data is pulled directly from your primary organization or from a specific scenario. You can also apply additional filters to further refine the data that displays in your dashboard.
By default, the filters that you select are applied globally to all charts unless you define chart-specific filters to override the ones defined at the dashboard level.
When you add a filter to dashboard data, that filter is applied to all charts (when they are not enabled to ignore dashboard filters). Filters are applied only in that instance and are not saved permanently. To save a filter, you must enter it into the Saved filter dropdown. Learn more.
To filter the data in a dashboard:
- From the left sidebar, select Dashboards.
- Open the dashboard you want to customize.
- In the Scenario dropdown, select the data set used in the dashboard. You can select from the following options:
- Primary, no forecast – Calculates the dashboard using data from your primary organization.
- Primary, with hiring forecast – Calculates the dashboard using data from your primary organization, including projections based on new hires.
- User’s Scenario - Calculates the dashboard using data based on a specific user’s scenario proposal. Only scenarios you have permission to view display in the list. Learn more.
- Compensation review - Calculates the dashboard using data from the selected compensation review. Only compensation reviews you have permission to view display in the list. Learn more.
- The Time interval dropdown, allows you to select how time is grouped together in the dashboard. You can select from the following options:
- Week
- Month
- Quarter
- Year
- Fiscal quarter
- Fiscal year
- In the Date range dropdown, select a date range for the dashboard. The date ranges are based on the time interval you selected.
- Alternatively, you can enter a custom date range by clicking on the listed dates.
- Choose your filter options in the Filters dropdown menu or enter a Carrot query directly in the query box.
The dashboard filters you apply are only applied in the immediate instance and are not saved. However, you can save a filter so that you can easily apply it whenever you access your dashboard.
To save a filter:
- From the left sidebar, select Dashboards.
- Open the dashboard you want to view.
- Select the Saved filter ▼ dropdown in the top right section.
- Enter the Carrot query directly into the text box.
- Select Save.
- Your filter is saved as an option in the dropdown list.
- When you access the dashboard again, you can select it from the dropdown and apply it without having to enter it again manually.
You have the option to filter data at the chart level. Chart level filters are maintained and do not have to be reapplied.
You must be a dashboard owner or have edit access to be able to edit and apply chart filters.
To filter the data in a chart:
- From the left sidebar, select Dashboards.
- Open the dashboard you want to customize.
- Select the ⋮ menu for the chart you want to filter.
- Select Edit.
- Choose your chart filter options in the Filters dropdown menu or enter a Carrot query directly in the query box.
- You can choose to ignore the dashboard-level filters by checking the Ignore dashboard filters checkbox.
- Select Save & exit.
