Users need the Admin role to create and edit filters. Analysts can use existing filters but cannot modify them. Creating prominent filters
You can add prominent filters in two ways:
Using Fi
Ask Fi to add filters to your Doc:
- “Add a prominent filter for industry”
- “Add a filter for region to the toolbar”
- “Create filters for CRM source and stage name”
Fi adds the appropriate YAML configuration automatically.
Manually via YAML
- Click the ⋯ menu in the top toolbar
- Select View YAML
- Add a
filters section after metadata and before datasets:
version: 1
schemaVersion: "2025-01"
kind: dashboard
metadata:
name: "Your Dashboard Name"
description: "Your dashboard description"
# Filters appear between metadata and datasets
filters:
- id: region_filter # Unique identifier
label: Region # Display name in toolbar
target:
dimension: orders.region # Format: cube_name.dimension_name
operator: equals # Options: equals, notEquals, contains, notContains
display: prominent # Shows filter in toolbar (remove to hide)
values: # Optional: preset values
- North America
- Europe
- Asia Pacific
- id: product_filter
label: Product
target:
dimension: orders.product_name
operator: equals
display: prominent
values:
- Pro Plan
- Enterprise Plan
datasets:
my_dataset:
engine: cube
...
| Property | Description | Example |
|---|
id | Unique identifier for the filter | region_filter |
label | Display name shown in the toolbar | Region |
target.dimension | The cube and dimension to filter | orders.region |
operator | Filter operation | equals |
display | Set to prominent to show in toolbar | prominent |
values | (Optional) Preset values for the filter | ["North America", "Europe"] |
Using prominent filters
- Click a filter in the toolbar (e.g., “Industry”, “Region”, “Source”)
- Select one or more values from the dropdown
- Click Apply to see your filtered data
Local vs. saved filters
When you apply a filter, you have two options:
| Action | Who sees it | Persistence | Use case |
|---|
| Apply | Only you | Temporary (resets on page reload) | Exploring data on your own |
| Save for everyone | All users | Permanent (becomes the default view) | Setting the default filter state for the Doc |
If you reload the page after using Apply, the filters revert to the last “saved for everyone” state. To make your selections permanent, click Save for everyone.
