Applying Filters to BX Dashboards

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About Applying Filters to BX Dashboards

Adding filters to your dashboards lets you narrow down your data and bring more insight to your analyses. However, because each filter automatically tries to apply itself to the dashboard, trying to edit multiple filters can slow down dashboard performance. To prevent this impact, BX Dashboards now give you the option to add an “Apply Filters” button to your dashboard. That way you can wait to apply multiple filter changes until you are finished creating your filter.

Qtip: This page covers how to get “Apply Filters” added to a BX dashboard. If you want to learn more about building dashboard filters, see Filtering CX Dashboards. Although this support page is for CX Dashboards, the functionality is the same in BX.

Enabling the BX Dashboards Settings

First, you need to enable this feature on your dashboard. It will be disabled by default.

Open your BX Dashboard.
Go to the Settings page.
Click BX Dashboard Settings.
Enable Choose when to apply filter changes to the dashboard.

Applying Filters to BX Dashboards

Once you’ve enabled BX Dashboards Settings, you can apply filters to your dashboard. As you build and adjust filters, you’ll notice that the data in the dashboard is not changing. In order to apply filter changes, you need to click Apply filters.

Example: Notice how the numbers in the widget change once the filter is applied.

Connector Filter

Connector filters enable you to define a filter condition for the job to load only the data that matches the filter. This way you can control which documents get uploaded into XM Discover.

General Dashboard Settings (...

To access your dashboard settings, navigate to the Settings page and select the General section on the left.

Filtering Dashboards (EX)

You can filter your Employee Experience dashboards by applying a filter to every widget on a page or by applying filters to individual widgets. This allows you to dive into the data and find trends that you would not be able to see with the data in aggregate alone.

Filtering CX Dashboards

In CX Dashboards, you can filter your dashboards by applying a filter to every widget on a page or by applying filters to individual widgets. This allows you to dive into the data and find trends that you would not be able to see with the data in aggregate alone. Different data types will result in different kinds of filters (e.g., Text Sets will give you a dropdown list of options while Dates will give you a calendar from which to select a date range).

Source Filter

Some connectors let you set up source-specific data options—for example, you can specify product or company name for the CFPB inbound connector. These integrated data options are called source filters. This way you can control which documents get uploaded into XM Discover via these jobs.

Saving Filters in Dashboards

Filtering (CX|EX) is a great way to narrow the results shown in your dashboard, gaining new insights to how different demographics have responded to your survey, and to see how different variables are related. Sometimes, the filters we build are complicated by necessity, and we will want to reuse them later. You can save the filters in your dashboard, so that you don’t need to rebuild them from scratch every time.

Applying Filters to BX Dashboards

About Applying Filters to BX Dashboards

Enabling the BX Dashboards Settings

Applying Filters to BX Dashboards

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