Add filters to a dashboard

Target Audience: Non technical users

Goal

Implement filter components and map them to specific database columns across one or more dashboard charts.

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Prerequisites

• An existing dashboard with at least one chart.

• Charts added to your dashboard that you want to filter.

• Identified data columns in the connected database to serve as filter criteria (e.g., date, region, status).

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Steps

1. Open the Dashboard Editor

• Navigate to the Library tab from the Toucan.ai home page.

• Select the target dashboard to enter the editing interface.

2. Initialize a Filter Component

• Click the Add Filter button in the top-right corner.

• Select a filter type based on the data requirement:

  • Dropdown: Restricts selection to a single value.

  • Multi-select: Enables selection of multiple values from a list.

  • Date Range: Enables selection of a start and end point for date data.

3. Configure Filter Properties

• Input a factual Name for the filter (e.g., "Contract Type").

• This name serves as the label visible to end-users in the dashboard.

4. Link Filter to Charts

• Click the Link Filter icon (link symbol) located next to the filter name.

• Click on the specific charts that must respond to this filter.

• For each linked chart, select the database column that matches the filter criteria (e.g., map the "Contract Type" filter to the contract_type column).

• Repeat this mapping for every chart in the dashboard that shares the relevant data.

5. Save and Validate

• Click the Close button to finalize the filter configuration.

• Select different values in the new filter to verify that the linked charts update correctly.

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Conclusion

The dashboard now includes interactive filters synchronized across the selected charts. Users can now refine the visualized data based on the defined dimensions.

Suggested Next Steps: How-to: Embed a dashboard