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Reports
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Creating & Sharing

Card Data Filters


Filter a single chart or table card's data directly - separate from the page-level Filter Date Range and Filter Dropdown List cards, which filter for the whole page instead.

At a glance

  • Opened from the filter icon (tooltip: Chart data filters) in a chart or table card's preview toolbar - a badge shows how many conditions are active.
  • Build single conditions or nest them into AND / OR groups - but OR logic only survives if the filter is saved for reuse. Inline-only conditions are flattened into a plain AND list when the card saves.
  • Turn on Save for reuse to publish a filter to the Filters library (Reports → Filters) so it can be attached to other cards - and edited in one place.
  • Editing a saved filter is not a copy - it changes every card and report currently using it. The builder warns you with an impact count before you save.

Open Chart data filters

  1. Open a report and edit a chart or table card.
  2. In the card preview, click the filter icon (tooltip: Chart data filters).
  3. Add a condition, or attach an existing filter from Saved Filters.

Building a filter

Each condition targets one field from the Data Model - the available operators depend on the field's type:

Field typeAvailable operators
Metric (any numeric)equals, not equals, is set, is not set, greater than, greater than or equal, less than, less than or equal
Dimension - textequals, not equals, contains, does not contain, starts with, ends with, is set, is not set
Dimension - date/timein date range, not in date range, before date, after date, is set, is not set
Dimension - booleanequals, not equals, is set, is not set

Use Add rule for another condition, or Add rule set to nest an AND/OR group inside the current one.

Inline vs. saved filters

What you build looks the same in the panel either way, but where it ends up changes what's preserved:

Where it's storedBehavior
Inline (default)Lives on that card only. Nested AND/OR groups are flattened into a single AND list when the card saves - the grouping itself isn't preserved.
Saved for reusePublished to the Filters library as its own entity, linked to the card by ID. Full AND/OR nesting is preserved. Editing it later updates every card that uses it.

If your filter logic genuinely needs OR groups to behave correctly, save it for reuse - even if you only plan to use it on one card.

The Filters library

Manage every saved filter under Reports → Filters.

  • Click + to build a new filter directly, without starting from a card.
  • Open a filter to edit its conditions - the builder shows an impact warning like "Changes to this filter will apply to N cards across M reports" before you save.
  • The library only shows an aggregate usage count (reports/cards), not a list of which specific cards use a filter.

To attach a saved filter to a card: open Chart data filters on that card → Saved Filters → choose one from the library.

How it stacks with other filters

Card data filters are always-on for that card - they combine (AND) with anything a page-level date range or dropdown filter card applies. See Data Query for the full breakdown of how card, page, and report-level filters layer together.

Tips

  • Use card filters for definitions that should never change (e.g. "Brand campaigns only" on a brand performance chart); use page filter cards for what viewers should be able to explore themselves.
  • Save for reuse once you find yourself copying the same condition across multiple cards - one edit then updates all of them.
  • Before editing a widely-used saved filter, check the impact warning - a change can quietly ripple across many reports.

Troubleshooting

ProblemLikely causeWhat to try
An OR group isn't working as expectedThe filter was never saved for reuseTurn on Save for reuse - inline-only conditions are flattened to AND, losing OR grouping
Multiple cards changed after I edited one filterYou edited a saved filter, which updates every card using itExpected - check the impact warning before saving; duplicate the filter first if you only meant to change one card
Can't tell which cards use a saved filterThe library only shows an aggregate usage count, not a card listCheck each card's Chart data filters panel individually, or track usage manually when you attach filters
Card ignores a filter I attachedThe field doesn't exist for one of the card's connected sourcesConfirm the field exists for the platforms behind this card
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