Filtering

Report-level filters apply to every page in a report. These are useful when:

• The dashboard is meant for a specific audience.
• Certain data should never be shown.
• You want a consistent default view.

Examples include filtering to a single year or excluding test data.

Page-level filters apply only to the current page. These work well when:

• Different pages answer different questions.
• Each page focuses on a specific topic.
• You want control without affecting the entire report.

Visual-level filters affect only one visual. These are helpful when:

• A chart needs a specific subset of data.
• You want to highlight top or bottom values.
• One visual should behave differently from others.

Filters are not just about interaction; they also define first impressions.

A dashboard should open in a clean, intentional state:

• No confusing filter combinations
• Clear default selections
• Predictable behavior when filters change

Let's apply different types of filters to understand how they work.

1. On the CEO Dashboard, ensure you can see the Filters pane (View → Filters).
2. Drag sales[sale_discount] to the "Filters on this page" section.
3. Set the filter to "is greater than" 0 and apply it.

   This page-level filter ensures the dashboard only shows discounted sales, which can be useful for analyzing promotion effectiveness.

4. Select the "Sales by Brand" Bar Chart.
5. In the Filters pane, find "Filters on this visual."
6. Go to Product Brand in the visual filter area.
7. Change the filter type to "Top N."
8. Set it to show Top 3 by sale_quantity and click "Apply filter."

   Top N filters are great for focusing attention on what matters most without cluttering the visual with every category.

9. Click somewhere on the canvas (deselect the visual) to verify the page filter is still active.
10. Save the report.

Save the project and, from the course directory, submit the CLI tests.