Dashboard Filters

Dashboard filters let you change the values sent to dashboard widgets before the dashboard runs its queries. They are useful when you want to inspect a different time period, focus on one segment, or compare a new slice of data without rebuilding the dashboard.

Open and update a filter

1. Open the dashboard you want to explore.
2. Click a filter chip near the top of the dashboard.
3. Change the value, then click Apply to refresh the dashboard with that filter.

If you want to discard your draft changes, click Reset to return the filter to its default value.

Show filters on a specific widget

Dashboard filters apply to every widget that uses that variable. If you want a filter that changes only one widget, turn on widget filters while editing the dashboard.

1. Open the dashboard and click Edit.
2. On the widget, click Filters.
3. Turn on Show filters.
4. Open Position and choose Top left, Top, Top right, Left, Right, Bottom left, Bottom, or Bottom right. While you are editing, the Filters button stays at the top-left so it does not cover the widget menu. The position you pick is used after you save, when viewing the dashboard.
5. Open Padding and Margin to set Top, Right, Bottom, and Left (in pixels). These apply to this widget’s filter bar.
6. Choose which filters to show. A widget can display up to 5 filters. If it has more than 5, pick the ones viewers should see on the widget; the rest still follow the dashboard filter bar.
7. Use the arrows to set the display order, then Save the dashboard.

On the dashboard, those chips are labeled Widget. Changing them refreshes that widget only. Click Reset on the widget to go back to the container or dashboard values.

Show filters on a container

When a container has two or more widgets, you can add filters that apply to all widgets in that container.

1. Open the dashboard and click Edit.
2. On the container, click Filters.
3. Turn on Show filters, pick a position, set Padding and Margin (Top, Right, Bottom, Left), and choose up to 5 filters. While you are editing, the Filters button stays at the top-left so it does not cover Drag or the widget menu. The position and spacing you pick are used after you save, when viewing the dashboard.
4. Save the dashboard.

On the dashboard, those chips are labeled Container. Changing them updates every widget in the container. A widget can still show its own chips; a widget value overrides the container value for that widget only.

Custom query filters

Custom query filters load their options from a SQL query defined on the widget. When configuring the filter in widget edit, you can choose Multi-select (default) or Single select under Selection mode.

• Multi-select lets you pick multiple values and includes Select All / Apply controls on the dashboard.
• Single select lets you pick one value at a time; the choice applies immediately when you select it.

The selection mode is set in widget edit and cannot be changed from the dashboard filter bar.

Use date range presets

For date range filters, you can choose a preset such as Week Range, Month Range, or Year Range before picking dates from the calendar.

• In Custom Date Range, select a start date and end date directly.
• In preset modes, click a day in the calendar and FireAI expands it to the full week, month, or year for that selection.
• The calendar popup also includes Compare Previous Period, Reset, and Apply, so you can finish the date-range change without leaving the calendar.

Compare the previous period

Some dashboard date range filters include a Compare Previous Period toggle. Turn it on before applying the filter when you want the dashboard to compare the selected range against the previous period.

How the previous period is chosen:

• Custom Date Range: the immediately preceding range with the same number of days.
• Week Range: the previous calendar week, Monday through Sunday.
• Month Range: the previous calendar month, from its first day to its last day.
• Year Range: the previous calendar year, 1 Jan through 31 Dec.

If one period has more days than the other (for example July has 31 days and June has 30), charts still show every day. Days that exist in only one period appear with an empty value on the other side.