Understanding Incorta dashboad filters
There are several different types of filters that can be employed on an Incorta dashboard -- prompts, default filters, mandatory filters, applied filters (and presentation variables can get in the mix too!).
But before we get into specific type of filters, let's remind ourselves where we go to configure the filtering experience for our Incorta dashoard. From the dashboard "gear" icon, we're able to select "Filters and Prompts" to control the configuration of our dashboard filters.
Let's take a closer look at each type and discuss when it makes the most sense to employ each on your Incorta dashboard.
Ever wonder why the filters you see behind the "funnel" icon seem somewhat random? This is because, by default, unless an explicit list of filters is specified for our dashboard, Incorta will populate our list of filters based only on the fields that happen to be used on our dashboard. That can be convenient at times, but more commonly we want to control the list of filters for our end-users.
If we want to enforce more specific control over the list of filters we want to offer our dashboard users, we need to specify an explicit list of "prompts". We can provide friendlier names for each if we want here too.
This then defines the list of filters offered to the end users behind the "funnel" icon.
If you want to enforce certain filters for the end user by default, but also allow them to change or remove the filter if they choose, default filters are what you need. You can configure any number of default filters for your dashboard by clicking on the field you added to the "prompts" list, enabling it as a "default" filter and then configuring the filter criteria. Default filters will display across the top of the dashboard to let the user know that it is being enforced and to give the user the option to change/remove the filter.
Mandatory filters are not removable, but can be changed and remain visible to the end users to remind them that the filters is enforced.
These filters are applied to your dashboard at all times and cannot be changed/removed by the end users. Additionally, these filters are not revealed to the end users as a "breadcrumb" so the users are not aware the filter has been applied.
Presentation variables are offered to the end user in order to collect their input. The input that is collected from the end user is stored as a variable that can then be used on a dashboard-level or insight-level filters. Let's explain further through example.
By dragging a new "variable" into the presentation variable tab, we can define what input we want to collect from the end user.
We can then use this new $yearsPrior variable in other dashboard-level or insight-level filters to affect the data returned on our dashboard. For example, see below how we use the user's input for $yearsPrior to affect how the dashboard is filtered via this applied filter (via a formula field below).
Filters are a powerful feature for any business intelligence tool. Understanding the many filtering features made available by Incorta is a critical step towards building intuitive, powerful self-service dashboards for your organization.