Configuring How Filters Affect the Dashboard and Widgets

Last updated: June 11, 2026

Tier Deployment
Launch     Grow    Enterprise Cloud     On-Prem

This page explains how dashboard filters work together with widget filters, and how you can configure different filtering behaviors and their effects on the dashboard.

The following procedures are explained below:

  • Configuring how Dashboard Filters Affect a Widget
  • Defining how a Widget Behaves when Filtered
  • Defining how a Selection on the Widget Affects the Dashboard

Configuring how Dashboard Filters Affect a Widget

Dashboard filters affect all the widgets in the dashboard, except widgets that you have defined to be independent. An independent widget is not affected by dashboard filters.

Note:

Dashboard filters are case-sensitive. For example, if you have two columns with the same name, but one is uppercase and the other is lowercase, a dashboard filter applied to one will not be applied to the other.

To make a widget filter-independent:

  1. Open (edit) this widget in the Widget Designer, as described in Adding Widgets to a Dashboard. The top part of the Widget Filters panel on the right of the Widget Designer lists the dashboard filters that are defined for this dashboard.

    8 6v7dashfiltersthumb

  2. Turn off the dashboard filters that you do not want to affect this widget:

    The toggle on icon 8 6v7on (default) indicates that the widget is affected by this dashboard filter.

    The toggle off 8 6v7off icon indicates that the widget is not affected by this dashboard filter. You also have the option to make this widget independent of all current and future dashboard widgets by turning the Dashboard Filters option off, as shown below:

    8 6v7dashfilteroffthumb

Defining how a Widget Behaves when Filtered

When fields that are visible in a widget are filtered, it can be displayed in two ways - Slice/Filter or Highlight. For example, this column chart shows revenue for different age categories:

8 6filtermodethumb

If the chart is set to Highlight mode, filtering a subset of age categories will highlight them in the chart:

8 6filtermodehighlightthumb

Note:

  • Highlight filters are not reflected in exported files such as: .xlsx, .csv, or .pdf.

  • A Highlight filter will behave as a Highlight filter only if the filtered column is also a Slicer. If this is not the case, it will behave as a regular filter.

If the chart is set to Slice/Filter mode, the same filter will remove all non-selected age categories from the chart:

8 6filtermodeslicethumb

To define the filter behavior mode:

  • Select Slice/Filter or Highlight in the Filters panel on the right side of the dashboard.

    8 6v7dashslicethumb

Defining how a Selection on the Widget Affects the Dashboard

When making a selection on a widget, a filter is added to the dashboard with the selected part of the chart as the applied filter.

To disable this option for a widget, open the widget in editing mode and, from the menu options, disable Widget Affects Dashboard Filters.

8 6v7widgetaffectsthumb