Apply filters to template components
Template components including specific pages, dynamic text boxes, tables, pivot tables, and visualizations can be filtered on specific dimension values. Template filters are persisted into the template, but may be superseded by task level filters - see order of precedence for filters for more details.
Apply filters to a template component
To apply filters to template components:
- Click Filters in the sidebar navigation
- Select a component in the editor stage that you wish to apply filters on.
- Within the filters menu, choose a dimension to filter on.
- Choose one or more dimension values to use in the filter.
- Click Apply filters
View or update filters for a template component
To view or update filters for a template component:
- Click Filters in the sidebar navigation
- Select a component in the editor stage that you wish to view or update filters for.
- The filters sidebar will update with the applied filters
View effective filters for a template component
Because filters are additive, as described in Getting started with filtering, you may wish to view the effective filters for a given component, i.e., the resultant filters that apply to a component once filters at all levels have been combined following the order of precedence.
To view the effective filters:
- Click a template component
- If filters are applied, the lower right corner of the template editor window will display the effective filters