Filters
Filters sit above the panels and narrow the data every connected panel shows. Add and arrange them on the Filters tab of the builder. Filter types:
| Type | Use it for |
|---|---|
| Select | Pick one or more values from a list |
| Date range | A period, such as last 30 days or a custom range |
| Text | Free-text matching |
| Number range | A minimum and maximum |
| Boolean | Yes or no |
| Condition | Several conditions combined with AND or OR |
| Top N | Keep only the top (or bottom) N items by a measure |
| Measure | Filter on an aggregated value |
| Hierarchy | Pick a level in a hierarchy, such as region → country → city |
You can also type a request into Ask AI to add or change filters… on the Filters tab.
Viewers apply filters with decides how changes take effect for viewers: immediately, or batched behind an Apply filters button that shows how many changes are waiting. A selections bar shows what is applied and can clear everything at once.
Filters respect row security: a filter only ever narrows what a person is already allowed to see.
Parameters
A parameter is a value a viewer can change that panels and formulas use — a target, a currency, an assumption such as a discount rate. Add one on the Parameters tab with Add parameter, and save it with Save parameter. Kinds include Select (choices), Currency, Date, Text, and assumption values such as amounts and percentages.
Choose which panels respond to a parameter on each panel's Parameters tab, and use parameters inside formulas.
Scenarios
Dashboards with parameters can have saved scenarios — named sets of parameter values such as Base, Best, and Worst. Switch scenarios from the Scenario picker in the header, and save the current values with Save scenario, choosing Only me or Everyone under Who can see it. See Scenario models.