Create Inline and Named Filters

In most cases, you create and include a filter "inline" for use in only one analysis. You can also create a named filter to reuse the filter across all analyses and dashboards. Unless you want to reuse the filter, create an inline filter.

For example, as a sales consultant, you can analyze revenue for only those brands for which you’re responsible.

Create an inline filter from the Selected Columns pane on the Criteria tab

  1. Open the analysis for editing.

  2. On the Selected Columns pane of the Criteria tab, click Options beside the column name and select Filter.

Create an inline filter from the Filters pane on the Criteria tab

  1. Open the analysis for editing.

  2. On the Filters pane of the Criteria tab, click Create a filter for the current Subject Area.

  3. Select a column name from the menu.

Create a named filter from the Home page

  1. From the Classic Home page, in the Create pane, click More under Analysis and Interactive Reporting, then click Filter.

  2. In the Select Subject Area dialog, select the data source that you want to filter. The New Filters dialog is displayed.