Use a Shared Filter Group (Preview)

Use a shared filter group in your workbook.

You can use shared filter groups in the filter bar as workbook or canvas filters, in dashboard filters as filter controls, or as visualization filters.

When you use a shared filter group in your workbook, you can view its information in the filter dialog but you can’t modify it. If you want to modify the shared filter group, see Modify a Shared Filter Group (Preview).

If you want to create a filter group based on a shared filter group, you can add the shared filter group to the filter bar, a dashboard filters visualization, or a visualization and then unlink it using the Unlink from Shared Filter Group option so that it becomes a standalone filter group, separate from the original shared filter group. Any changes you make to this new filter group in your workbook won’t impact the shared filter group object. This also means any changes made to the shared filter group won't impact this new filter group.

1. On your home page, hover over a workbook, click Actions, and select Open.
2. In the Data pane, expand the Shared Objects folder.
3. Drag the shared filter group you want to use to one of the following filter locations:
   • The filter bar to use it as a canvas or workbook filter.
   • The Filter Controls area in the Grammar pane for a dashboard filters visualization, or to the dashboard filters visualization itself as a filter control.
   • The Filters area in the Grammar pane for a specific visualization.
4. Click Save.