Using global filters

Global Filters provide users with a friendly UI-based method for creating reusable filters that can be shared in multiple Visualizer reports and Dashboards in your space.

To create Global Filters, select the Create Global Filters option from the Advanced Tools menu. Provide a logical name for your Global Filter. Select your filter criteria and modify as needed. You can combine multiple filter criteria together to create advance filters.

Previously, you would need to employ the Expression Editor to create reusable advance filters with some required knowledge of BQL.

Note: You will need to have the "Modify a Saved Expression" user privilege enabled for any users interested in using this feature.
Note: You can nest filter conditions to create advance filters such as the following BQL based version that would require the use of the Expression Editor and knowledge of how to form the desired BQL Expression:

([Categories.CategoryName] IN ('Beverages','Dairy')) AND ([OrderDate: Sum: UnitsInStock] < 10000 OR [OrderDate: Sum: UnitsOnOrder] = 0)

To recreate the above BQL statement using the Global Filter editor, follow these steps:

  1. Select Advanced Tools > Create Global Filters.
  2. Provide a logical name for your Global filter and select a subject area to assign the Global Filter
  3. Click Add Filter
  4. Select the measure(s) and/or attributes(s) desired.
  5. Arrange (nest, group etc.) and apply the available modifiers. At this time, you can choose between And and Or.
  6. Save the Global Filter. You can edit global filters after you save them to a subject area but keep in mind that global filters can be applied to dashboards by other users in your space.

Alternatively, you might consider combining Custom Sets and Global Filters together to create dynamic value filters. For example, a Custom Set based on a Top N result could vary based on your data set each day which can be applied as filter by itself or some logical combination with a Global Filter.