Predefined Filters

Predefined filters are saved sets of filtering criteria that you can create, manage, and reuse in your views. They let you quickly apply consistent filters without having to reselect fields or conditions each time you open a visualization.

By organizing and sharing these filters across your organization, you help users access relevant data instantly and work with standardized views. Predefined filters are especially useful for simplifying complex filtering scenarios, maintaining consistency, and supporting team collaboration.

When to use predefined filters

• Reusing frequent filters: Apply common filter combinations without manually configuring each time.
• Simplifying complex filtering: Let users apply multi-step filters with a single action.

Create predefined fitlers

If the Filters bar is hidden, go to the Toolbar panel, select Layout, then click Filters to display it.

1. Select a field and choose Add to Filter.
   The view updates automatically with the new filter.
2. Repeat to add more filters as needed.
3. In the Filters bar, select the Save Filter icon on the top-right. The Filter Properties dialog opens.
4. Enter a name in the Description box. To add labels in multiple languages, select the translation icon.
5. Toggle on Publish and select the group to publish to, or select Publish to Everyone.
6. Choose the owner.
7. (Optional) Turn on Lock View Definition to prevent others from editing the filter.
8. Click Confirm to your predefined filter.

Add predefined filters to the Filters bar

1. In the Toolbar panel, select the Filtering icon. The submenu expands.
2. Select Predefined Filters.
3. Select and expand the predefined filter you want to add.
4. Click Add to Filter. The view updates automatically and the filters appear in the Fitlers bar.
5. (Optional) Repeat these steps to add more preedefined filters.

note

Select Overwrite Filter instead to replace any existing filters in the Filters bar.

Edit predefined filters

Edit fiters properties

1. In the Toolbar panel, select the Filtering icon. The submenu expands.
2. Select Predefined Filters.
3. Select and expand the predefined filter you want to update.
4. Click Properties.
5. Make your changes.
6. Click Confirm to save.

Edit filter conditions

1. In the Toolbar panel, select the Filtering icon. The submenu expands.
2. Select Predefined Filters.
3. Select and expand the predefined filter you want to update.
4. Click Edit Filter. The Advanced Filter dialog opens.
5. Make the necessary changes.
6. Click Confirm to save.

Delete predefined fitlers

1. In the Toolbar panel, select the Filtering icon. The submenu expands.
2. Select Predefined Filters.
3. Select and expand the predefined filter you want to delete.
4. Click Delete Filter.