🧭 Overview

Filters in cofi.ai allow you to control which data appears across your dashboards — helping you focus on what matters most.

They make dashboards interactive, enabling users to slice, compare, and explore data without editing the underlying models.

This guide explains how to create, apply, and manage filters effectively to ensure your dashboards remain both dynamic and easy to interpret.

🧩 What Are Dashboard Filters?

Filters act as controls that determine which subset of data appears in your dashboard’s blocks and widgets.

You can apply filters:

• 🌐 Globally — affecting all blocks on the dashboard
• 🧱 Locally — applied to a specific block or chart

Filters typically correspond to dimensions (like Date, Department, or Region), but can also apply to measures when setting numeric thresholds or ranges.

➕ Adding Filters to a Dashboard

1. Open the Filter Panel

• Navigate to your dashboard and click Filters → Add Filter.
• Choose whether the filter should apply globally or to a specific block.

2. Select a Field

• Choose the field you want to filter by — usually a dimension such as:
  • Date
  • Department
  • Company
  • Region
  • Product Line

💡 Tip: Use consistent field naming across databases and models to make filters reusable across dashboards.

3. Define Filter Values