Filters

Not every filter is about security. Sometimes you want test records gone from a table for good, or you want the people reading a dashboard to pick a region. Querri has two kinds of filter for that, and neither one depends on who’s looking.

	Source filters	Dashboard filters	Access policies
Applies to	Everyone who uses the table	Everyone viewing the dashboard	Only the people assigned
Set by	The table’s editors and owners, and admins	The dashboard’s owners and editors	Organization admins
Use it to	Drop rows nobody should analyze	Let viewers narrow a dashboard	Limit rows per person

For per-person rules, use access policies.

Source filters

A source filter removes rows from a table for everyone, before anyone works with it. It’s good for test or archived records, rows before a cut-off date, or internal data that shouldn’t show up in analysis.

To add one, open the table’s data preview, go to Source Filters and click Add Filter. Then pick a column, an operator and a value.

The operators cover equals and not equals, greater and less than (with or without equal to), in and not in a list, between, is null and is not null, and contains.

Dashboard filters

A dashboard filter is a widget on the dashboard. Editors add it; everyone who can open the dashboard can use it. See Filters.

Add a filter

1. Click Edit on the dashboard, then drag Filter from the Content panel’s Filters group onto the canvas.
2. In the Filter section, choose a Column. A line under it says how many widgets the filter affects, and those widgets light up on the canvas.
3. Check the Display label. It fills in from the column name.
4. Choose a Filter type: Multi-select, Single select, Date range (needs a date column), Numeric range (needs a number column) or Text search.
5. Click Save. Discard puts the fields back.

The dashboard assistant can add filters for you as well.

1. Column: the column to filter on.
2. The impact line: which widgets the filter is expected to change.
3. Filter type: how people pick values.
4. Save: apply it to the dashboard.

Use a filter

Pick values in the filter, and the widgets that read that column update. Clear filter removes your choice. The options you’re offered are limited to the values your access policies allow.

1. The filter: choose values.
2. Clear filter: show everything again.

Whose choice sticks

When an owner or editor changes a filter, the change is saved, and the dashboard opens with that selection for everyone. A quick look at last year becomes everyone’s view.

When a viewer changes it, or someone using a share link or an embed, the change stays in that browser.

A share link can also lock the current filters or hide the filter controls. See Sharing.

What a filter can reach

A filter only changes widgets whose data reads that column. Filtering a widget built on top-N, ranking or share-of-total logic can give numbers that don’t mean what they seem, so check those widgets after you add a filter.

Next steps

• Access Policies: per-person row filters
• Dashboard Security: what each dashboard viewer sees