Who is this article for?

Users who want to save their custom filter.

No special permissions are required.

Once you create and apply filters to a dashboard, they appear under Active Filters in the Filter dialog. You can save these filters for future use with visuals from the same data source, and a saved filter may combine settings from multiple filters.

Cross-visual filters that have been applied from same-source and cross-source links are not saved when filters are saved for a visual. Saved filters only include row-level filters for the visual.

1. Saving a filter

To save a filter:

1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
   • To access the visual filter sidebar, select its filter icon () or select Settings from the visual menu and then select on the sidebar menu.
   • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals are from the same data source.
     The Filters sidebar appears showing any filters that have been applied. If no filters have been applied, create one that you want to save.
2. Select Save Filters on the Filters sidebar.
   The Save Filter Set dialog appears.

3. Supply a name for the saved filter in the Name field.
4. Optionally, provide a description for the saved filter in the Description field.
5. If you want to share this set with other users, select Share Filter Set.
6. Click Apply.
   The Save Filter Set dialog closes and the filter is saved. You can see the saved filter on the Saved Filters tab of the filters dialog in other visuals that use the same data source.
7. Click Save to save the dashboard.