Filters

Not all data filtering needs a formal access policy. Sometimes you want to remove archived records from a dataset, or let dashboard viewers focus on a specific quarter. Querri has two types of filters for this — table filters and dashboard filters — each serving a different purpose.

Two levels of filters

Level	Who configures it	Who sees it	Purpose
Table filters	Source owners / editors	Applied to everyone	Data hygiene — remove irrelevant rows globally
Dashboard filters	Dashboard owners	Dashboard viewers	Interactive controls — let viewers slice and focus data

Filtering in projects

When you’re working in a project, you don’t need formal filters — just ask the AI. “Show me only Q4 data” or “Filter to active customers” works directly in the chat. Filters are for shared data sources and dashboards where you want persistent, configured controls.

Table filters

Table filters are static filters set by the source owner or editors. They affect everyone who views the source — unlike access policies, which vary per user. Think of them as data hygiene: removing irrelevant rows before anyone works with the data.

When to use table filters

• Remove test or archived records from a production dataset
• Filter out rows before a certain date
• Exclude internal data that shouldn’t appear in analysis

Creating a table filter

1. Open a source’s settings (requires owner or editor access)
2. Go to the Table Filters section
3. Click Add Filter
4. Select the column, operator, and value(s)
5. Save

Supported operators include equals, not equals, greater/less than, contains, is null, between, and in/not in.

Disable, don’t delete

Each filter has an enable/disable toggle. If you need to temporarily remove a filter, disable it instead of deleting it. The configuration is preserved for when you need it again.

Dashboard filters

Dashboard filters are interactive controls that let viewers slice the data shown in all widgets. Dashboard owners configure which filters are available; viewers choose their selections.

Filter types

Type	What viewers see	Example
Multi-select	Checkbox dropdown	Region: Southeast, Northeast
Single-select	Radio button dropdown	Fiscal Year: 2025
Date range	Date picker pair	January 1 – June 30
Text search	Text input	Customer name contains “smith”

Adding dashboard filters

1. Open the dashboard in edit mode
2. Click Add Filter
3. Choose the column, label, and filter type
4. Optionally limit the filter to specific data sources
5. Save the dashboard

Using dashboard filters (viewers)

When a dashboard has filters, a filter bar appears above the widgets. Select values and all widgets update to reflect your selections. Your filter selections are saved for your session.

Filters respect access policies

Filter options are policy-aware. If you have access policies that restrict you to Southeast data, you’ll only see Southeast values in the filter dropdown — not every region. This prevents information leakage.

How filters compose with access policies

Both filter types stack together with access policies in this order:

1. Table filters — static, source-owner-defined, applied first
2. Access policies — per-user row-level security
3. Dashboard filters — viewer-selected interactive filters

Every layer combines with AND. A row must pass all active filters to appear. Filters can never expand access beyond what access policies allow — they can only narrow it further.

Table filters vs. access policies

	Table Filters	Access Policies
Who sees the filter?	Everyone	Only the assigned user
Purpose	Remove irrelevant rows	Restrict data per user
Who can manage?	Source owners and editors	Admins only

Next steps

• Access Policies — Per-user row-level security
• Dashboard Security — How dashboards enforce viewer-specific access