Configure dashboard filters

Use filters to control the reporting context displayed in a Custom Dashboard.

Custom Dashboards support dashboard-level and widget-level filters. Choose the filter level based on whether the reporting context should apply across the dashboard or only to a specific widget.

Dashboard-level filters

Use dashboard-level filters to control the reporting context across multiple widgets.

When you add a filter, select the field you want to use. You can search the available fields to quickly find the required dimension.

In Global Filter Settings, you can configure:

• Display Name — Defines the filter name displayed on the dashboard.

• Allow Multiple Selection — Allows dashboard users to select more than one filter value.

• Dependent Widgets — Controls which widgets respond to the filter.

For example, you can configure an Expense Types filter to update selected reporting widgets while leaving other dashboard widgets unchanged.

This allows one dashboard to contain global filters that apply to all widgets and global filters that apply only to selected widgets.

Widget-level filters

Use widget-level filters when an individual widget needs a narrower or different scope from the overall dashboard.

For example, a dashboard may show organization-wide spend while one widget focuses on a specific provider or cost center.

Widget-level filters apply only to the configured widget.

Configure Persist Filter

Use Persist Filter to control whether a widget's saved filter remains active when a corresponding dashboard-level or page-level filter is applied. This lets you keep specific widget conditions or allow a dashboard filter to take precedence.

To configure Persist Filter:

1. Open the required Custom Dashboard and select Edit.

2. Select the widget you want to configure and open its Filters tab.

3. Add a new widget-level filter or select an existing filter.

4. Select the filter field, operator, and value.

5. Find Persist Filter beneath the selected filter value and turn it on or off.

   

6. Apply the widget filter, and save the widget or dashboard configuration.

Check which widgets receive global filters

A dashboard-level filter affects only its configured dependent widgets. To confirm that the global filter applies to a specific widget:

1. Edit the dashboard and open the required global filter's settings.

2. In Global Filter Settings, review Dependent Widgets.

3. Select or deselect widgets to control where the global filter applies.

4. Save the global filter settings if you make changes.

Global filters apply to all widgets by default. Use Dependent Widgets to limit a global filter to selected widgets.

Understand Persist Filter behavior

• Persist Filter on: The widget-level filter is retained when a corresponding global filter applies. The conditions are combined according to the operators used.

• Persist Filter off: The corresponding global filter takes precedence. The widget-level condition is ignored while that global filter applies.

• No corresponding global filter: The widget-level filter still applies, whether Persist Filter is on or off.

Filter combination rules

When Persist Filter is on and both widget-level and corresponding global filters are applied, the way Yarken combines the conditions depends on their operators:

For example, if Category is equal to Cloud is the widget-level condition and Category is equal to Hardware is the global condition, both use the same operator. With Persist Filter on, the result includes Cloud OR Hardware.

If the widget uses Category is not equal to Cloud while the global filter uses Category is equal to Hardware, the operators differ. With Persist Filter on, the conditions combine using AND and only Hardware matches.

Supported filter operators

Persist Filter works with the available filter operators, including:

• Equals

• Does not equal

• Contains

• Does not contain

• Is any of (multiple selections)

• Is none of (exclusion)

• Other operators supported by the dashboard filter configuration

When Persist Filter is on, use the same-operator OR and different-operator AND rules to interpret the combined conditions.

Filter scenarios and expected results

The examples below use the sample Category values Cloud, Hardware, and Software. The table covers the ten scenarios in the Persist Filter guide.

In scenarios 3 and 4, the widget filter continues to apply even when Persist Filter is off because no corresponding global filter is present. In scenarios 6, 8, and 10, the global filter takes precedence because Persist Filter is off.

Default behavior and existing dashboards

• New widget-level filters: Persist Filter is off by default when you add a new widget-level filter.

• Existing dashboards: Migration enables Persist Filter for existing widget-level filters to preserve their previous filtering behavior.

• Changes after migration: You can turn Persist Filter off when a corresponding global filter should take precedence.

Identify widgets using Persist Filter

When Persist Filter is enabled, an indicator icon appears on the corresponding widget. This helps you identify which widgets retain their saved filters without opening each widget's filter configuration.

Review active filters

Review active filters before interpreting dashboard results, especially when using a dashboard for:

• Finance reviews

• Executive reporting

• Budget and forecast reviews

• FinOps analysis

• Chargeback analysis

If a widget does not show the expected data, compare its widget-level filters with the dashboard-level reporting context and confirm whether the global filter includes that widget under Dependent Widgets.

Recommended practices

• Use dashboard-level filters for reporting context shared across multiple widgets.

• Review Dependent Widgets when a global filter should apply only to selected widgets.

• Use Allow Multiple Selection only when selecting several filter values supports the reporting workflow.

• Use widget-level filters only when a filter belongs to a single widget's configuration.

• Keep filter selections relevant to the purpose of the dashboard.

• Review active filters before validating totals or comparing results.

• Apply an appropriate date or reporting-period filter when using daily forecasting.

Troubleshooting

Related content

• Custom Dashboards

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• Add and configure dashboard widgets