Adding interactive dashboard components


You can add interactive components to a dashboard so your viewers can interact with and customize their results. Only editors can add interactive components, but anyone with permission to view a dashboard can use them.


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Summary: ◀▼
You can add interactive dashboard components so viewers can filter results by date, attribute values, ranges, or exclude values, then adjust reports with a change attribute option. You can also stop dashboard filters from overriding individual report filters. These tools help you build more flexible dashboards and let viewers explore data their own way.






Important: This article covers the new Explore dashboard builder, released in
November 2024. The legacy dashboard builder will remain available until December 31, 2026
(previously February 28, 2026), after which legacy dashboards will become view-only. If
you’re using the legacy dashboard builder and need help, see About the legacy Explore dashboard builder.

You can add interactive components to a dashboard so your viewers can interact with and
customize their results. Only editors can add interactive components, but anyone with
permission to view a dashboard can use them.
For help using interactive components, see Interacting with dashboards.
This article contains the following sections:
Filtering results
Using a filter to exclude values
Selecting new attributes
Excluding reports from dashboard filters


Related articles:

Best practices for using Explore dashboard filters



Filtering results

Viewers can use interactive filter components to restrict results to specific attribute
values, date and number ranges, or the highest and lowest results. You can also prevent
filters from applying to individual reports.
This section contains the following topics:

Filtering dashboards by time or attributes



Filtering dashboards by time or attributes

The following are the available types of filters:
Time filter
Data filter




Note: Dashboard-level filters overwrite any filters configured in
individual reports. If necessary, you can exclude a report from dashboard filters so its filters aren't
overwritten.



Adding a time filter component

A time filter enables users to edit the displayed period for a dashboard.

To add a time filter
In the Dashboard menu, click + > Time filter.

In the Time filters panel, select a date attribute to use in the filter.


The time filter component is added and will resemble the image below.




Using the time filter

Now that you've added a time filter, dashboard viewers can use it to configure the
period displayed on the dashboard reports.
To change the displayed period

In your dashboard, click your time filter.
From the dropdown list, select the period for which you want to display
results, for example, Last 12 months.


Your dashboard reports refresh to display only data for the period you
selected.


Note: Time filters default to the Last 30 days setting and will revert to this setting each time the
dashboard is reloaded.




Adding a data (attribute) filter

A data filter enables viewers to filter results by an attribute's values.
Viewers can divide data by an additional attribute without the results appearing on each
report.
To add a data filter


In the Dashboard menu, click + > Data filter.
On the Choose data filter dataset panel, select the attribute by which you
want to filter.
You can either browse the available
attributes in the list or refer to Understanding Explore datasets for a
complete list of available values for your dataset.


Tip: If you choose a date attribute, think about
how you want your viewers to be able to filter the dashboard. For example, a
common filter might be the date the ticket was created, so you'd choose the
Ticket created - Date attribute. The attribute you select must be part
of the dataset used to generate the report you’ve added to the dashboard.




Your new filter is displayed. In this example, you've added a data filter to only show
results for tickets that contain one or more selected tags.






Using a filter to exclude values

In addition to using filters to specify values you want to include in a report, you can
also use a filter to specify values you want to exclude.
To exclude values using a filter

In a dashboard, click the filter you want to configure to exclude certain values.
In the filter properties, click Select all.
Click the values you want to exclude from the report. A count at the bottom of the
filter displays the number of excluded values.
When you are finished, click Apply. The dashboard updates to reflect your filter
settings.

In this example, the filter is configured to exclude only NULL values from the report.




Selecting new attributes

When you select these interactive widgets, your viewers can edit the initial attributes to
view other possible outcomes.
The following interactive widgets that enable your viewers to edit existing metrics or
attributes:


Change attribute




Selecting a different attribute

The change attribute interactive component lets viewers select a new attribute for a
report from a list you configure.

To add a change attribute interactive component
In the Dashboard menu, click + > Change attribute.
In the Add change attribute panel, select the dataset containing the
attribute you want to become a change attribute.
Select the attribute that will become a change attribute.
After you select an attribute, you can edit the display format and restrict the list
of available attributes.

When you are finished, click Add. Your change attribute component is
displayed and will resemble the image below.








Excluding reports from dashboard filters

You can prevent dashboard filters from applying to individual reports within the dashboard.
This is helpful if you don't want dashboard-level filters to overwrite the filters
configured in the report itself.
To turn off dashboard filters for a report


Select a report in the dashboard. The filter options menu displays.
From the Exclude from filters dropdown list, select the filters you want to exclude from
your report.


Your dashboard updates with the new filter configuration.


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