Overview
Dashboards in Upsolve are source agnostic. This means that multiple charts backed by multiple data sources may co-exist on the same dashboard. This provides endless flexibility to dashboard builders, but also requires filtering to be built on a set of rails that is different from traditional BI tools. The basic concept is that there are chart filters and dashboard filters. A dashboard filter can only be configured to point to one or more chart filters. This ensures a consistent behavior for the chart, whether it is being viewed/filtered as a standalone experience, or as part of a dashboard.Chart filters
To create a chart filter, go into the chart editor and select theConfigure filters
tab.



Chart Builder
tab to check it out. Click the blue filter icon to see all available filters. Setting one will add the filter to your chart

Save
the chart and let’s configure this in the dashboard!
Dashboard filters
To create a dashboard filter, go into the dashboard editor and click the+ New filter
button.

Select
filter with multiple options allowed.

Select
filters avaialble for us to map to. Select the ones that this dashboard filter should map to. In this case, it will be Expense Status 2
in both Total Spend ($) (Copy)
and Daily Spend Trend (Copy)
. Click the green (+) button next to each filter you want to target and you will see this:


# charts with no Select filter shown
button to reveal the other charts. Pick the one you want, such as Spend by Merchant (Copy)
. Configure it to be a Select
filter and preview to make sure things worked.

Save
to make sure it’s added. You will see the filter show up above the panel you are in with a green (+) icon. Note that if this filter was not configured as a Select
filter, it would not appear in this case. This is because chart filters are only shown if they match the dashboard filter type exactly.



