Bookmarking dashboard states with filtered views

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The information in this article covers the new Explore dashboard builder, released in November 2024. The legacy dashboard builder will remain available until Q4 2025. If you’re using the legacy dashboard builder and need help, see About the legacy Explore dashboard builder.

Filtered views make it easy to switch between different filter settings on a single dashboard tab. A filtered view acts as a bookmark that returns a viewer to a saved state within a dashboard tab without having to manually set the dashboard’s filters.

This article contains the following topics:

• Creating a filtered view
• Editing a filtered view
• Deleting a filtered view
• Applying a filtered view to a dashboard tab

Creating a filtered view

You can create a filtered view that saves a certain dashboard filter configuration. A filtered view applies only to the tab you’re on when you create it.

To create a filtered view

1. Open an existing dashboard, or create a new one.
2. Select the tab you want to create a filtered view for. Filtered views apply at the tab level, not the dashboard level.
3. If you haven’t already, add the filters you want the dashboard to have.
4. Set the filter values as desired. The values you select will be used in the filtered view.
5. Click the Filtered views icon () in the right sidebar.
6. In the Filtered views panel, click the plus sign (+).

   

7. In the Name field, enter a short, descriptive name for the filtered view.
8. (Optional) Select Set as default if you want this filtered view to appear by default when a viewer opens the current dashboard tab.
9. Click Create filtered view.

   

Tip: If no filtered view is created, check that you selected at least one value in each filter on the dashboard. If the filters have no values selected, a filtered view can’t be created.

Editing a filtered view

For an existing filtered view, you can update its name and whether it’s set as the default filtered view for a dashboard tab. To change the filter values saved within a filtered view (in other words, the data that the dashboard displays), you must create a new filtered view instead.

To update a filtered view’s name or default status

1. Open an existing dashboard.
2. Select the tab you want to edit a filtered view for.
3. Click the Filtered views icon () in the right sidebar.
4. Hover over the filtered view you want to update, click the options menu (), and select Edit.

   

5. To change the name, update the Name field.
6. To configure whether this filtered view appears by default when a viewer opens the current dashboard tab, select or clear Set as default.
   Tip: You can also set a filtered view as default by clicking the options menu in the Filtered views pane and selecting Set as default.
7. Click Save.

Deleting a filtered view

If you no longer need a filtered view, you can delete it. Deleting unneeded filtered views prevents the dropdown list at the top of the dashboard from becoming cluttered.

You can’t delete a filtered view that’s currently set as the default.

To delete a filtered view

1. Open an existing dashboard.
2. Select the tab you want to delete a filtered view for.
3. Click the Filtered views icon () in the right sidebar.
4. Hover over the filtered view you want to delete, click the options menu (), and select Delete.

Applying a filtered view to a dashboard tab

When viewing a dashboard tab, you can apply different filtered views to quickly switch back and forth between saved filter states. This lets you quickly compare information on the same dashboard tab without having to manually reset your filters each time.

To apply a filtered view to a dashboard tab

1. Open an existing dashboard.
2. Click the filtered view drop-down () at the top of the dashboard and select the filtered view you want to see.

   

   The dashboard tab updates to show you the data filtered according to the filtered view you chose.