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Filtering

Filters help you control the information displayed on your dashboards. You can apply filters temporarily whilst viewing a dashboard, or set up persistent filters that remain applied across sessions.

What you can do with filters

As a dashboard viewer:

  • Apply temporary user filters to explore data on-the-fly
  • Add categories from tiles to your filters by selecting them
  • Use Drilldowns on tiles and build complex filter combinations

As a dashboard editor:

  • Apply persistent filters to specific tiles
  • Enable searchable filtering across the dashboard
  • Filter the entire dashboard automatically
  • Provide predefined filter options for viewers to use

Types of filters

Orbit offers five types of filters to suit different use cases:

  • User filters: Temporary filters that any dashboard user can apply in view mode.
  • Tile filters: Persistent filters applied to individual tiles.
  • Search filters: Custom search boxes allowing viewers to search across specific variables.
  • Dashboard filters: Persistent filters that apply to every tile on the dashboard.
  • Predefined filters: Pre-configured filter variables that viewers can populate with their own values.
  • Analysis filters: Special filter type that only affect profile tiles.
Example use cases

Marketing campaign analysis

Your marketing team wants to analyse campaign performance across different regions. You set up:

  • A dashboard filter to show only the current year's data
  • Predefined filters for Region and Campaign Type for quick comparisons
  • Tile filters to highlight top-performing channels

Team members can then add their own user filters to drill into specific customer segments and reset them when needed.

Executive reporting dashboard

You create a dashboard for executives who need high-level insights without data manipulation. You configure:

  • Dashboard filters to show only completed transactions
  • Tile filters to highlight key metrics
  • Search filters for quick product or customer lookups
  • Prevent Category Selection on tiles to maintain data integrity

Executives can still use predefined filters to view different time periods or regions while the core data presentation remains controlled.