Turning cross-filtering on
Cross-filtering is off on every dashboard until you turn it on. In the dashboard builder, open the dashboard options and turn on Cross-filtering on the Editing tab, then publish the dashboard: viewers get it with the published version, not with your draft. You can also ask the Workbook Agent to turn it on. Cross-filtering works on published dashboards in Cube and on embedded dashboards, with private and signed embedding alike. In the dashboard builder, a click on a chart selects the chart, whether cross-filtering is on or off.Filtering by a data point
Click a data point and choose Filter dashboard by this point. The item comes last in the menu, after Drill down and Comment on this point when the chart offers them. The point’s values become the chart’s cross-filter:- a bar, a line or area point, or a pie slice filters by its category, plus its color or series value on a stacked, grouped or multi-series chart;
- a scatter point filters by every dimension it carries;
- a map region filters by the region, and a point on a point map by its dimension values;
- a table cell of a dimension column filters by that value, and a cell of a measure column by every dimension value in its row. In a pivot table, a value cell filters by its row’s and its column’s values.
Adding and removing values
Once a chart has a cross-filter, Cmd+click (macOS) or Ctrl+click (Windows and Linux) another value of that chart to add it to the selection, with no menu: the other charts then show rows matching any of the selected values. Cmd/Ctrl+click a selected value to take it out; taking out the last one removes the chart’s cross-filter. On a chart with no cross-filter yet, Cmd/Ctrl+click opens the menu like a plain click. In a table, Shift+click still selects a range of cells, and Cmd/Ctrl+click on a link still opens it in a new tab.Selecting a range
On a chart whose horizontal axis is a date or a number — a line, area or scatter chart, or a vertical bar chart or composite over dates or numbers — drag across the plot with the mouse to select a range. When you release, choose Filter dashboard by this point to filter the other charts to the range between the two ends. Over dates, the range runs from the start of the first period to the end of the last one. A new drag replaces the range, and Cmd/Ctrl+drag doesn’t add a second one. A drag on a touchscreen selects nothing, and a tap opens the menu as a click does.Empty values
A data point whose value is empty (null) can’t start a cross-filter: Filter dashboard by this point is disabled, with the tooltip “Cross-filters don’t apply to empty values”, and Cmd/Ctrl+click on it adds nothing.Seeing and removing cross-filters
Hover a chart to see its cross-filter buttons. They sit beside the chart’s other buttons, such as Download and ⋮, and look like them:- A chart with a cross-filter of its own shows a bolt button, Is filtering other charts. Click to reset. Click it to remove that chart’s cross-filter; the other charts go back to what they showed without it.
- A chart filtered by other charts’ cross-filters shows a filter button with a check mark, whose tooltip names the fields filtering it, for example Filtered by Status, City. Click to reset. When one chart’s cross-filter reaches it, clicking the button removes that cross-filter from the whole dashboard, as the bolt on the chart that set it does. When several reach it, clicking the button opens a Cross-filter to reset menu that lists them by their fields, in the order they were set: pick one to remove it and keep the others.
How cross-filters combine
Several charts can each have a cross-filter, and every other chart gets all of them at once: rows must match each one. A chart is never filtered by its own cross-filter, but it is filtered by the other charts’. Cross-filters combine with the dashboard’s controls the same way, and clearing a control leaves the cross-filters in place, and the other way round. A cross-filter reaches a chart on the same semantic view through the same dimension. A chart on another semantic view gets it when that view includes the same cube dimension once; otherwise it isn’t filtered. A cross-filter that holds several dimensions, such as a category and a color, reaches only the charts that can take all of them. Python analysis reports and AI summaries are never cross-filtered. A faceted filter whose sources are left at All narrows its value list by the cross-filters too, and its tooltip names each as Status (cross-filter). A cross-filter on the filter’s own field, or one holding several periods of a date, doesn’t narrow it, and neither does any cross-filter when you picked the filter’s sources.Sharing and the other dashboard features
Cross-filters are your own: they live in the page’s URL and never change the dashboard for other viewers. Reloading the page or opening a bookmark keeps them, and so does a link copied with Copy link in the dashboard header. While such a link opens, every chart shows its loading placeholder until the dashboard knows which charts the cross-filters reach, charts on other semantic views included, so no chart shows unfiltered numbers first. Only a chart whose own cross-filter is the link’s only one draws at once. A link carrying cross-filters to a dashboard with cross-filtering off opens it unfiltered. Other features read your cross-filters as they read your control selections:- Drill down on another chart shows only rows that match them.
- A chart’s Explore button and its Edit in workbook item open its query with them applied.
- Downloads as PNG or PDF render the dashboard with them, and the print version states them on the line under the title, after the controls, for example
Status is completed. - The Dashboard Agent can set and remove them for you.
Edit in workbook carries a cross-filter on several periods of a date, such as March and May, as one range from the start of the first to the end of the last, so the workbook also shows the periods in between.