> For the complete documentation index, see [llms.txt](https://endash-guidance-docs.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://endash-guidance-docs.gitbook.io/docs/dashboard/dashboard-filter/filtering-the-dashboard/add-the-dashboard-filters.md).

# Add the Dashboard filters

## :calendar\_spiral: Date

### Select a Date type item

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F1cd8r5zc2RZbEu22Rcc0%2Fimage.png?alt=media&amp;token=8325add9-d5d7-4d27-ae5c-d783ff36edd1" alt="" width="563"><figcaption></figcaption></figure>

* Click on an item of Date type to begin.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FpxSyCre59m5rSSqcGlCw%2Fimage.png?alt=media&amp;token=cea96276-41c8-4d49-ada0-369e65d1f5bc" alt="" width="563"><figcaption></figcaption></figure>

* The filter will auto-set you a filter name. Click on the Filter name field to edit.

### Calendar widget - Presets

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FKwKXfngghu0L87tYgSc3%2Fimage.png?alt=media&amp;token=70e777f2-6258-4622-8bc5-b5b835d0f945" alt="" width="563"><figcaption></figcaption></figure>

* Click the Date box to open the calendar widget for selecting the date.
* The Presets on the left side will have a range of options for quickly filtering your Dashboard.

{% hint style="info" %}
The default preset is Recent 7 days.
{% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F4lgzU0wznBlHWgrbdfP4%2Fimage.png?alt=media&amp;token=66a5f9e3-c595-43a3-b59c-d4d2d9356af1" alt="" width="563"><figcaption></figcaption></figure>

* You can custom-select your desired day range by interacting with the calendar widget on the right.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F12O2BDUlxuLHieJJDCF2%2Fimage.png?alt=media&amp;token=3f7396df-e3b0-4d69-a078-46096004f371" alt="" width="563"><figcaption></figcaption></figure>

* Simply pick the start day and end day, month, and year for your Date type filter.

### Calendar widget - First day of the week

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FARbMzDxAC2HNusykeiFn%2Fimage.png?alt=media&amp;token=abcbf184-f177-4f09-a737-f3ae7f722093" alt="" width="563"><figcaption></figcaption></figure>

* To change the First day of the Week for your Date filter, click on its dropdown box and choose one of the options.&#x20;

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FdWl0zI2pKyhBtuniRXYb%2Fimage.png?alt=media&amp;token=0c01681d-5d1a-42c9-b46c-ebfc7569bd11" alt="" width="563"><figcaption></figcaption></figure>

* The calendar widget will update the First day of the week based on your option.

***

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F8FYjiVaYnHQdC50j9hEp%2Fimage.png?alt=media&amp;token=200abb9f-9745-4f37-b1cf-5291cd5505d7" alt="" width="563"><figcaption></figcaption></figure>

* Press the Done button to confirm your Date range selection in the Calendar widget.
* Press the Reset button to start again your Date range selection in the Calendar widget.
* Press the Cancel button to close your Date range selection in the Calendar widget.

### Select any or all Date items

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F2sUVccglP00qrEME5thg%2Fimage.png?alt=media&amp;token=6570bd54-c7bc-4402-a6d7-0fa63eae0e5c" alt="" width="563"><figcaption></figcaption></figure>

* You can choose more than one item of the same type.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2Ffkc1QXyQvHmhnuZUHaf4%2Fimage.png?alt=media&amp;token=fb6762c7-c46a-47f5-bfd2-3f795bf0a2d6" alt="" width="563"><figcaption></figcaption></figure>

* To quickly select all of the items, click the checkbox next to the Name type.

{% hint style="info" %}
The date range option in the Calendar widget will affect all of the selected columns of the Data model.
{% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F2qmmKnVcAcxfktopR3Xt%2Fimage.png?alt=media&amp;token=22238d14-f9b6-4204-9b58-c7c62f476975" alt="" width="563"><figcaption></figcaption></figure>

* To deselect an item:
  1. &#x20;Click on the X button of that tag in the top field.
  2. Click again on the Date type item.

### Finish your Date filter setup

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FEEnAZAHZ3OBsM03A35jE%2Fimage.png?alt=media&amp;token=558cbf75-e30c-45be-85d0-546376ed9c5e" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}

* Press the Done button to confirm.
* Press the Reset button to start again.
  {% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FW1oliPBlHDP2jHmkDSiu%2Fimage.png?alt=media&amp;token=b231a4c7-5546-4927-aac0-7178a154ea71" alt=""><figcaption></figcaption></figure>

* Your Date filter will be displayed as a "[**personal filter**](/docs/dashboard/dashboard-filter/personal-dashboard-filters.md)".
* All the data will be filtered and displayed according to that filter.

***

## :a: String

### Select a String type item

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FIl0kiVoJ3W1OwoSTsKk3%2Fimage.png?alt=media&amp;token=aea25eb3-9f78-4750-92c8-b29d395de656" alt="" width="544"><figcaption></figcaption></figure>

* Click on an item of String type to begin.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2Fz77fLoPHnHkhDLRHixf6%2Fimage.png?alt=media&amp;token=34a1fd2a-c321-45cd-84ef-b8ae7a5b49a7" alt="" width="548"><figcaption></figcaption></figure>

* Click on the String dropdown box to select the String filter options.

{% hint style="info" %}
The options are:

* Contain
* Not contain
* Is
* Is not
  {% endhint %}

### "Contain and Not contain" options

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FiiYwhNfTqLqBHoC0Q7GB%2Fimage.png?alt=media&amp;token=4e6001c7-871e-4d22-a97b-884975c9bfa3" alt="" width="545"><figcaption></figcaption></figure>

* Click on the field to input your desired text to be filtered.&#x20;

{% hint style="info" %}

* With the Contain option: the Widget will only display the data that matches your inputted text.
* With the Not contain option: the Widget will display the data that does not match your inputted text.
* Contain is the default option.
  {% endhint %}

### "Is and Is not" options

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FcNRrk1z4gEO4MCDyv5Gs%2Fimage.png?alt=media&amp;token=9d403959-47b2-4055-987d-d9f97fbad23d" alt="" width="563"><figcaption></figcaption></figure>

* After choosing the Is or Is not options, select the dropdown next to the right&#x20;
* The Item column contains the value of the column next to the Column name

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FsdjzaACUrE3nwg3PS5HO%2Fimage.png?alt=media&amp;token=6e06900a-1dce-463e-bc23-9edb5a647c18" alt="" width="563"><figcaption></figcaption></figure>

* You can input to search for the value that you want.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2Fq1dylNt8A9a4MiwRJp8P%2Fimage.png?alt=media&amp;token=dadd3bc9-07fa-40d0-b408-a76a6cb4706b" alt="" width="563"><figcaption></figcaption></figure>

* You can manually select the item that you want.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F7wdokxpM6XYU1B2HGJEd%2Fimage.png?alt=media&amp;token=99ca6611-1311-42fa-b23c-1121ca900b22" alt="" width="563"><figcaption></figcaption></figure>

* &#x20;You can select all the items when clicking on the top check box.

{% hint style="info" %}

* With the Is option: the Widget will only display the data that matches your selected items.
* With the is not option: the Widget will display the data that does not match your selected items.
  {% endhint %}

### Finish your String filter setup

{% hint style="info" %}

* You can also change the filter name in the Filter name field.&#x20;
* You can multi-select all items or deselect an item normally.&#x20;
* Press the Done button to confirm.
* Press the Reset button to start again.
  {% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F1SfplSGUINEQl8c6G4ei%2Fimage.png?alt=media&amp;token=bf67cd81-f7ad-4d64-b45e-93e3764d5a8f" alt=""><figcaption></figcaption></figure>

* Your String filter will be displayed as a "[**personal filter**](/docs/dashboard/dashboard-filter/personal-dashboard-filters.md)".
* All the data will be filtered and displayed according to that filter.

## :1234: Number

### Select a Number type item

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F3nWQSKY7OLFEXRghnveQ%2Fimage.png?alt=media&amp;token=543d805b-71e4-4634-949a-1750b8eebe28" alt="" width="545"><figcaption></figcaption></figure>

* Click on an item of Number type to begin.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FdZqskYAyy9tilcB1kBZP%2Fimage.png?alt=media&amp;token=5257118f-682a-4c78-9438-0e65a7c6021f" alt="" width="542"><figcaption></figcaption></figure>

* Type your desired number to filter.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FERaHCDehlDwadeTDtzeE%2Fimage.png?alt=media&amp;token=ddf6d3ec-8bba-48dc-9b92-2f9ce7553848" alt="" width="545"><figcaption></figcaption></figure>

* Click the operator dropdown to select your desired option.

### Finish your Number filter setup

{% hint style="info" %}

* You can also change the filter name in the Filter name field.&#x20;
* You can multi-select all items or deselect an item normally.&#x20;
* Press the Done button to confirm.
* Press the Reset button to start again.
  {% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2Fkm7U8krc49ljtqCRX4Cy%2Fimage.png?alt=media&amp;token=cc1331ec-95a2-4336-aa77-5085d2e9c619" alt=""><figcaption></figcaption></figure>

* Your Number filter will be displayed as a "[**personal filter**](/docs/dashboard/dashboard-filter/personal-dashboard-filters.md)".
* All the data will be filtered and displayed according to that filter.

***

## :triangular\_flag\_on\_post: Boolean

### Select a Boolean type item

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FXiJQHvPqCkR3xLBjMNFA%2Fimage.png?alt=media&amp;token=f57550ad-e8da-407b-a7ef-15b061cfcebe" alt="" width="541"><figcaption></figcaption></figure>

* Click on an item of Boolean type to begin.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FPaE87f88hcMt5GuwJN3p%2Fimage.png?alt=media&amp;token=977a1f10-547e-4f06-bfdf-85b8164863f5" alt="" width="542"><figcaption></figcaption></figure>

{% hint style="info" %}
The default boolean state is ON, which is the "True" option.
{% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F6x8jofWjOfZNTTTilRTp%2Fimage.png?alt=media&amp;token=9143255d-45c2-41de-9b49-bb78ab2e21b2" alt="" width="542"><figcaption></figcaption></figure>

* To change to the "False" state, click on the toggle to turn OFF.

### Finish your Boolean filter setup

{% hint style="info" %}

* You can also change the filter name in the Filter name field.&#x20;
* You can multi-select all items or deselect an item normally.&#x20;
* Press the Done button to confirm.
* Press the Reset button to start again.
  {% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FVeMZ2e8523uLYjzZQWAF%2Fimage.png?alt=media&amp;token=be41bb13-f782-401d-8d79-573c3f34fd2d" alt=""><figcaption></figcaption></figure>

* Your Boolean filter will be displayed as a "[**personal filter**](/docs/dashboard/dashboard-filter/personal-dashboard-filters.md)".
* All the data will be filtered and displayed according to that filter.

***

## Dashboard filter rules

{% hint style="warning" %}
Each Filter tag must have a name.
{% endhint %}

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FivYA3udMqC2wkVDyc1qH%2Fimage.png?alt=media&amp;token=1cf20aad-af90-4351-832a-dadd62ab1316" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}

* You can not set up the different filer types at the same time. For example: if you are adding or editing the Date type, other types will be disabled to choose.
* You can start to add another filter by clicking on the "Add filter" button.
  {% endhint %}

***

## Save your changes publicly to the team

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FWlH8pCpFu8LFITfHvBLB%2Fimage.png?alt=media&amp;token=c57599a0-7815-4856-93f5-f308dcb508cf" alt=""><figcaption></figcaption></figure>

* All the data will be filtered and displayed according to all the applied filters.
* Your filters will be displayed as "[**personal filters**](/docs/dashboard/dashboard-filter/personal-dashboard-filters.md)" if you do not save changes.

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F0mKSsF5K5VXm6Hqs2luS%2Fimage.png?alt=media&amp;token=944924e9-a078-4ade-9669-567a90e95257" alt="" width="547"><figcaption></figcaption></figure>

* Click the Discard button to remove all your "personal filters".

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2F7orpCPUSwqZM4Naw1bKk%2Fimage.png?alt=media&amp;token=823b939b-9865-42bb-9688-8b95916edb78" alt=""><figcaption></figcaption></figure>

* Click the Save changes button to publicly apply all the filters to that Dashboard.

{% hint style="info" %}
You can turn OFF the Filter toggle to disable and hide your "personal filters". Those filters will not be deleted until you click on the Discard button.
{% endhint %}

## Associated values

<figure><img src="https://1608311007-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FSr8m3Ldc2W7Qqq1jsjgC%2Fuploads%2FhOnCJPPlwBcgVyXyC22Y%2Fimage.png?alt=media&amp;token=c1ed7db6-ea44-4db1-9acb-a92b361072ae" alt=""><figcaption></figcaption></figure>

* After you have more than one filter, you can see that some values are associated with any previous filter, which provides better insight into how to filter your Dashboard.
