Best Practice Guide

The ultimate step-by-step guide for analytic content creators

Filtering

  • Filters are a key part of any dashboard and report. They help provide answers in an organized and structured way, by enabling users to apply a set of values and narrow the results. Filters are necessary to increase user interactivity with their data outside of surface-level, ‘at-a-glance’ analysis.

  • Overview

    Modern business intelligence software traditionally includes a number of user-prompted filter types, including drop-downs, text filters and sliders, so end-users can hone in and focus on the critical metrics most important to them.

    For example, applying a region filter to a dashboard that covers data across a global business will allow you to consume region-specific data on the same dashboard, and more easily explore and extract insights relevant to the chosen area.

    Yellowfin BI has a number of helpful and interactive filter functionality for end-users to leverage across their Data Discovery efforts. Filter widgets allow filter panels to be directly added anywhere on the end-user’s dashboards, presentations and report canvas. Filter bookmarks allow users to pin specific filters in their dashboards for faster access. Filtered reports can also be configured to run automatically when filter values are selected, without having to manually click apply for added streamlining. End-users can also manually link filters through the filter panel and automatically link reports on a dashboard to a single filter, where those reports originate from the same view – saving time and manual effort of linking filters to multiple reports.