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            Create an Interactive Filter

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            3. Engagement: Einstein and Analytics

            Create an Interactive Filter

            Interactive filtersets enable you to save various configured views of your dashboard page by saving the selections made to the interactive filter widgets. You can apply filtersets as a filter option within the dashboard page.

            Required Editions

            Available in: Intelligence Reports Advanced
            User Permissions Needed
            To create, edit, and apply filters Create & Edit
            1. To enter edit mode, click the pencil icon.
            2. Select the values in the interactive filter widgets that you want to save as an interactive filterset.
            3. In the Edit page window, click + Interactive Filterset.
            4. Name your interactive filterset.
            5. To save the selections made to the interactive date widgets and interactive compare widgets in the filterset, check the Save Date Interactive/Compare Widget dates in filtersets checkbox. This checkbox enables the date range for the interactive widgets to be applied to the interactive filterset.
              Note
              Note If you don’t select this checkbox, the dates selected within the interactive date widget and interactive compare widgets aren’t applied to the filterset. The dashboard page’s default date range is displayed instead.
            6. Save your filterset.
            7. You can find the filtersets you created in the Edit Page window, under Interactive FilterSets.
            8. To clear applied filtersets, click the option icon in the interactive filterset tab, and then click Clear Interactive Filters.
            9. To delete a created filterset, select the filterset, and then click the bin icon.

            All users can see created filtersets regardless of their user role and permissions. To clear selected interactive filtersets, open the options menu when in edit mode and select Clear Interactive Filters.

             
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