Stop 10 of 58 · about 12 minutes
How do you look at just one slice of your data? A dashboard that shows everything is like a meeting that invites everyone: complete, and no use. A filter narrows it to what you need.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
You can add a filter two ways.
From a chart: click a bar or slice to select it, open the menu in the small box that pops up, and click Add to Filter. Clicking alone only selects.
From the Filters button at the top of the dashboard: click + Add Filter, search for what you want, and click Apply. Use this when what you want isn't on a chart.
Your filters change only your view, and they apply across every tab. A blue dot on the Filters button means a filter is on, so check for it if your numbers look low. Reset All clears everything.
Some tiles have their own tile filter, set by whoever built the dashboard, and it always overrides yours. If one tile won't change, open its menu and click Underlying Filter.
Answer: Click Add to Filter in the pop-up menu
Answer: A filter is still on. Check for the blue dot on the Filters button
Answer: That tile has its own tile filter, which overrides yours
Clicking selects. Add to Filter filters. A blue dot means a filter is on.
When someone asks "what about just last year's gala guests?", you answer on the spot, before the meeting ends.
Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.
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