Adding interactive dashboard components

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Important: This article covers the new dashboard builder, released in November 2024. The legacy dashboard builder will remain available until June 2026. If you’re using the legacy dashboard builder and need help, see About the legacy 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
• 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 configure filters to work across multiple tabs, and 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

1. In the Dashboard menu, click + > Time filter.

   

2. 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

1. In your dashboard, click your time filter.
2. 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.

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

1. In the Dashboard menu, click + > Data filter.
2. 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.

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

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

   

5. 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

1. Select a report in the dashboard. The filter options menu displays.
2. 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.