How To: Apply Filters Across a Dashboard

Purpose

Filters let you narrow down your dashboard view to focus on specific campaigns, platforms, dates, or audiences. In Generative Dashboards, filters apply to the entire dashboard — not just a single visualization.

Steps

1. Open the Filters Panel

   • At the top of your dashboard, click the Filters button.

   • The filter panel will open on the right side of the screen.

2. Add a Filter

   • Under WHERE, select:

     • Filter (e.g., Campaign, Platform, Date, Audience)

     • Operator (equals, contains, greater than, etc.)

     • Value (the specific campaign, platform, or range you want).

3. Use AND / OR Logic

   • You can create multiple filter rules:

     • AND → both conditions must be true (e.g., Platform = Meta AND Campaign = Awareness).

     • OR → at least one condition must be true (e.g., Platform = Meta OR Platform = TikTok).

   • To add more, click + Filter Group.

4. Apply Filters

   • Once your rules are set, click Apply.

   • All visualizations in the dashboard will update automatically.

5. Clear Filters (Optional)

   • To reset, click Clear Filters at the bottom of the panel.

6. Save Filters (Optional)

   • If you want filters to persist, click Save Dashboard after applying them.

Example: Filtering by Platform

Prompt Editing:
"Show me campaign performance, but only for TikTok."

Code Editing (advanced):

series: data.filter(item => item.platform === "TikTok")

Notes & Best Practices

• Filters apply to the entire dashboard, not individual charts.

• Use AND for narrow targeting, OR for broader comparisons.

• Always save your dashboard if you want filters to stay applied.

• Combining filters (e.g., Date + Platform) gives the cleanest view for analysis.

Easter Egg

Example: Applying a Specific Filter to a Visualization (Code View Workaround)

By default, filters apply to the whole dashboard.
If you want to filter just one chart, you can edit the code for that visualization.

Example: Show Only TikTok Data in a Chart

// Original: using all data
series: [{
  name: 'Spend',
  data: data.map(d => [d.date, d.spend])
}]

// Updated: filter only TikTok
series: [{
  name: 'TikTok Spend',
  data: data
    .filter(d => d.platform === "TikTok")
    .map(d => [d.date, d.spend])
}]

This way, the visualization only shows TikTok spend, even if the dashboard has multiple platforms.

Notes & Best Practices

• Use dashboard filters for consistency across charts.

• Use code-level filters if you need a visualization to highlight a specific subset (like one channel or campaign).

• Be careful: custom code filters can cause confusion if teammates expect dashboard filters to control everything.