Cards, Dashboards, Stories

Cards, Dashboards, Stories

Filter visualization on dashboard help

I have a dashboard that I added a donut filter to at the top containing Category A and Category B.

Below it, I have a single bar chart with no series that shows the amount of new paid companies in a given week.

At the bottom of the dashboard, I have a standard table with the complete list of companies.

The intended behavior I want to see is that when I click Category A, then any given week of new paid companies, I should see the table filter to that exact amount of companies in the bar chart, but I do not. It just shows that weeks total companies (doesn't filter to new paid). I can confirm all cards are running off the same dataset.

What am I doing wrong here? I have several cards on the dashboard that I want to behave this way, so I don't want to filter to anything specific in the table of companies.

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Answers

  • edited December 2024

    Check the card interaction settings for the donut chart to ensure it is filtering to all cards:

    Also check to see if filter exceptions have been applied to that card.

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

  • Yes they had already been applied.

    Still stumped on why the list isn't filtering as intended. Also verified the filters/dates are same for each card.

  • Happy to jump on a call to troubleshoot with you! Site favicon15 Minute Meeting - Colemen Wilson


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

  • Hi @helpme12345 , I am still in the meeting if you can rejoin. I had trouble logging in, apologies for being a few minutes late. If you need to reschedule please let me know!

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

  • Hey @ColemenWilson is there a day/time that works best for you?

    I added a 1:30 TB for us today and looks like you weren't able to join.

  • @helpme12345 I did join but had trouble joining the meeting in Zoom so I was 5 min late. I have a lot of availability this week if you want to reschedule! Site favicon15 Minute Meeting - Colemen Wilson

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

  • We were able to meet a few weeks ago and get this figured out!

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

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