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Setting an attribute filter in Insights IWS
Summary
This article explains how to use the filter snippet sidebar menu in Damstra Insights to configure data, filter behavior, and widget display settings for dashboards.
Details
What it is
The filter snippet sidebar allows dashboard creators to define how filters behave and appear in dashboards. You can configure data sources, selection styles, and widget layout to tailor the user experience.
Why it matters
Customizing filter snippets helps users interact with dashboards more effectively, ensuring relevant data is displayed and improving usability across different access levels.
Key points
Accessing the filter snippet sidebar
To open the filter snippet sidebar:
- Select the Settings icon from the dashboard menu.
- The sidebar opens, showing default settings for new snippets or current settings for existing ones.
- If a filter references unavailable sources or fields, an Unavailable message appears. Select a new source or field to resolve.
1. Data Settings tab
Use this tab to define the data source and filtering logic.
| Setting | Description |
|---|---|
| Data Type | Choose from Attribute, Time, or Number. Time allows conditions like Between or Not Between. |
| Operator | Select Include or Exclude. For Time, choose Between or Not Between and define conditions in the widget. |
| Source | Select the data source to use. |
| Field | Choose a field from the selected source. |
Click Apply to save changes to the filter snippet.
2. Filter Snippet Settings tab
Configure how users interact with the filter.
| Setting | Description |
|---|---|
| Display Style | Choose between Fixed List or Dropdown List. |
| Number of Selections | Select Single or Multiple. |
| "No Selection" Label | Text shown when no value is selected (Single only). Default: None. |
| Placeholder Text | Text in the search field when no value is selected (Dropdown + Multiple only). Default: Search. |
| Filter Values On | Choose Change to apply filters instantly, or Submit to apply on button click. |
| Submit Button Text | Customize the button label. Default: Submit. |
Save the dashboard to retain changes.
3. Widget Settings tab
Adjust how the filter snippet appears in the dashboard.
| Setting | Description |
|---|---|
| Display Name | Name shown on the widget. |
| Description | Optional description (max 750 characters). |
| Header | Choose: |
- Show: Always visible
- Show on Hover: Visible only on hover in Viewer mode
- Hide: Completely hidden in Viewer mode | | Position | Align widget content: Top, Center, or Bottom within its cell. |
Click Apply to update the widget. Save the dashboard to retain changes.
FAQs
What happens if a source or field is unavailable?
You’ll see an “Unavailable” message. Select a new source or field to continue.
Can I allow users to select multiple filter values?
Yes, choose Multiple under Number of Selections and configure the display style accordingly.
How do I apply filter changes instantly or on submit?
Use the Filter Values On setting to choose between Change (instant) or Submit (manual).
Related articles
- [Creating dashboards in Damstra Insights]
- [Using interactivity profiles]
- [Managing dashboard filters]