Apply different filter controls to different cards on a dashboard

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I'm creating a dashboard with two sections. One shows info on payments that are due in the next 30 days. The other shows info on payments that are overdue. Data for both sections comes from the same data set.

I need my users to be able to choose which "payment states" they want to include in each section, as this can be customized in the transaction system. For example, they may have a statuses called unpaid, under review, payment processing, and paid. Some users may wish to count "payment processing" as paid and not show it anywhere on the dashboard. Others may wish to include those in their list of past-due payments.

I found this post and gave it a try. My dashboard has two filter cards. One is set up to apply only to the "coming due" cards, and the other is set to apply to only the "overdue" cards. At first I thought this did the trick - I can apply different states in the different sections of cards. Unfortunately I've run into two roadblocks:

  1. I cannot make selections in both filter cards at the same time. Whenever I select something in one, it deselects whatever I had chosen in the other.
  2. There doesn't seem to be a way to set default values in the checkbox list.

Does anyone know how to solve this?

Pardon the ugly design of the dashboard; I'm in the "function" stage before I get to the "fashion" one! :)

Best Answers

  • ColemenWilson
    Answer ✓
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    You could solve this by creating a beastmode that references the field and use that for the filter card. It would look like this:

    Be sure to save the calculation to the dataset. This is an easy quick work around to your problem.

    Default selection is not possible with checkbox selector unfortunately. You can only apply default page filters using filter views.

    If I solved your problem, please select "yes" above

  • ColemenWilson
    Answer ✓
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    Correct!

    If I solved your problem, please select "yes" above

Answers

  • ColemenWilson
    Answer ✓
    Options

    You could solve this by creating a beastmode that references the field and use that for the filter card. It would look like this:

    Be sure to save the calculation to the dataset. This is an easy quick work around to your problem.

    Default selection is not possible with checkbox selector unfortunately. You can only apply default page filters using filter views.

    If I solved your problem, please select "yes" above

  • Mary_Moilanen
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    Brilliant! Thank you! My users should be able to set up their own default page filters then I think, right?

  • ColemenWilson
    Answer ✓
    Options

    Correct!

    If I solved your problem, please select "yes" above