Dashboard and Data Filters across tabs

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6 Comments

  • Marie-Cathrine Sørensen
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    Hi Aidan,

    I have noticed that in order for changes to affect multiple tabs at once, the filters have to be 100% identical. This applies to both time and data filters. The best way to ensure this is to create the filter in one tab and then copy and paste it into the other tabs using the standard keyboard shortcuts (cmd/ctrl + c and cmd/ctrl + v).

    I hope this helps.

    #helpsome regards,
    Marie-Cathrine Sørensen
    Business Intelligence Analyst @ helphouse.io

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  • Aidan Ryan
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    Thanks Marie-Cathrine. 

    I'm sure they are the same but will check once again. I notice that I don't have this issue with Time/Date filters. they do work seamlessly across tabs but other filters do not.

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  • Marie-Cathrine Sørensen
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    Just have in mind that they should both be based on the same dataset (eg. Tickets) and then linked to the other (eg. SLA), if it makes sense :) Otherwise, don't hesitate to get back and I will try to help you. 

    #helpsome regards,
    Marie-Cathrine Sørensen
    Business Intelligence Analyst @ helphouse.io

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  • Aidan Ryan
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    Thanks Marie-Catherine, Yes, they are on different datasets but are linked. If the same queries are on same tab, all is working but as soon as I move to another tab, I have to re-enter the attribute query (Ticket Organisation Name) on the other tab .

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  • Marie-Cathrine Sørensen
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    My suggestion would be to try and follow these steps:

    1. Delete the old data filters.
    2. Create a new filter in one of the tabs using the Ticket dataset.
    3. Select your attribute.
    4. Link it to the attribute in the SLA dataset.
    5. Copy and paste the filter into the other tab. 

    This works for me and filters all tabs that the filter has been copied onto at once. 

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  • Aidan Ryan
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    Marie-Catherine, you are a genius !!!!

    Copying and pasting seems to have them finally working. Thank you so much !

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