Filters
This section will show you how to edit filters for single or multiple visualizations.
In the context of your dashboards, filters allow you to refine and control the data displayed in visualizations. By applying filters, you can focus on specific subsets of data based on certain criteria, such as date ranges, geographical locations, product categories, or any other relevant attributes.
Filters in Rollstack encapsulate:
- Filters and Parameters in the case of Tableau
- Filters in the case of Looker
- Filters in the case of Metabase
Whenever you set a filter at the visualization level in Rollstack, the filter value gets saved for all future updates of your visualization.
When you edit a visualization, you can also edit the filters on one or multiple visualizations at the same time.
You can also modify the filters within Rollstack by click on the Edit icon above, which will then redirect you to the visualization settings.
You can then click on Modify all.
After modifying the filter, you can either chose to apply the filter selection to:
- a single visualization
- other visualizations that are linked to the same filter name
If you select the option Apply to other visualizations, you will be prompted to select the target visualizations as well
Inside your destinations settings, the filters tab shows a comprehensive view of all the filters used in the visualizations you added.
Here is what the filters tab looks like in Rollstack
You can modify any of the filter values listed in this tab by following these steps:
Click Modify
Select a new filter value on the dashboard that opens
Click Save
Select the visualizations where you want to apply this filter then Save
When you modify a filter value, we provide you with the option to apply it to other visualizations where the filter is applicable. Rollstack will only apply the filter you have modified. Any independent existing filters will not be affected.
Filters are matched based on the filter name
For Tableau specifically, there may be a delay between modifying a filter and the propagation of the changes to Rollstack. Please wait a few seconds until the Save button begins loading, which indicates that the propagation is in progress.
Rollstack keeps track of your filter names and IDs across your dashboards to accurately match filters between dashboards and visualizations.
If you modify a filter name, some data sources may take a while to propagate this change. In such cases, you can manually force a sync by clicking Sync filters with data source.
