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Creating Interactive Filters

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Introduction:

Interactive filters are a powerful feature in our Dashboard Analytics Template that allow users to dynamically modify the data displayed in the dashboard. This guide will show you how to set up and use filters effectively.

Step-by-Step:

  1. Accessing Filter Options: When customizing your widgets, look for the "Filters" option. Click on it to access the filter configuration panel.
  2. Adding Filters: To add a new filter, click the "Add Filter" button. Choose the column you want to filter by and the filter type (e.g., dropdown, slider, date picker).
  3. Configuring Filter Options: Customize the filter's display name and set the available options. For numeric filters, set the range limits. For categorical filters, define the list of selectable values.
  4. Applying Filters: Once your filters are set up, they will appear at the top of your dashboard. Users can interact with these filters to adjust the displayed data accordingly.
  5. Filter Interactions: Filters can interact with multiple widgets simultaneously. For instance, selecting a specific date range filter can update all the widgets on the dashboard to show data within that range.
  6. Dynamic Widget Updates: Widgets on your dashboard will automatically refresh when filters are applied, providing a seamless user experience.

Tips and Tricks:

  • Keep the number of filters manageable to avoid overwhelming users.
  • Use clear and descriptive filter names to indicate what aspect of data they control.
  • Test your filters thoroughly to ensure they work as expected with different data scenarios.