As an example of the Filter Exclusion feature, use an Interactive Reporting document with three dashboards (Home, Sales, and Customers) and two results sets. One results set contains sales and service revenue information, and the other contains customer satisfaction survey data.
Set filters to apply to both results sets; for example, year, quarter, and customer type. Set other filters; for example, city, sales group, sales representative, and product type to apply only to sales information. And apply filters; for example, type of use and age only to the customer satisfaction data.
Ensure the dashboards display visualizations and information reflected in the results sets. For example, the Home dashboard displays revenue and satisfaction visualizations, the Sales section displays only revenue data, and the Customers dashboard displays only satisfaction information.
Using the Filter Exclusions properties frame, click Default to perform these actions:
On Home, no exclusions are set, as all filters can affect visualizations
On Sales, the filters: type of use and age are excluded, as these apply only to customer satisfaction
On Customers, the filters: city, sales group, sales representative, and product type are excluded, as these do not apply to satisfaction information
To use the Filter Exclusions properties frame:
In Interactive Reporting Studio, navigate to Filter Exclusions.
From Filter drop-down setting, select an option to configure filter drop-down lists on dashboard frames and automatically assign filters to frames:
Add and remove filters from Filter drop-down lists—Automatically add filters that affect a dashboard, and remove filters that do not affect the frame (This option overwrites current filter configurations)
Remove excluded filters from Filter drop-down lists—Remove filters that do not affect the dashboard frame, and do not add filters that are not already added)
Do nothing to the Filter drop-down lists—Filter configurations are not touched and no automatic filter assignments are added
To apply a selected Filter drop-down setting, click Default.
From Dashboards, select a section manual exclusions to filters.
Available Filters is populated.
Optional: To view the section, click
.To copy excluded filters from the selected section to memory, click
.Optional: To paste excluded filters from memory into the selected section, click
. is visible only if you have clicked .Move selected filters between Available Filters and Filters excluded from displays by clicking
and 
.Perform an action:
To discard selected filter and reload the original settings, click Restore
To remove all entries, click Clear All
To remove selected filters, click Clear
To exclude the selected filters, click Apply