Widget to Widget Filtering

Suite
Customer Experience Employee Experience Strategy & Research
Product
Qualtrics
What's on this page

About Widget to Widget Filtering

Enable widget to widget filtering on compatible widgets to filter other widgets in your dashboard after clicking on a specific data point.

Qtip: Any non-legacy widget with dimensions can be set as the source for widget to widget filtering. All widgets can be set as targets to receive filtering from the source widget.

Setting Up Widget to Widget Filtering

Edit the widget that you would like to base your filter on. For dashboard-specific information on editing widgets, see Dashboards Basic Overview (CX|EX).
Editing the widget by clicking the three dot menu
Editing the widget by clicking the three dot menu
 In the filters section of the configuration menu, click the checkbox next to When you select a widget data point, apply the selection as a temporary filter to the.
The filters in the widget with Select Widgets highlighted
The filters in the widget with Select Widgets highlighted

Choose Selected widgets from the dropdown menu.
Click Select widgets.
Select the widgets that you would like to filter by clicking on them. Widgets that you’ve selected will be highlighted.
Highlighted widgets in the select widget menu
Highlighted widgets in the select widget menu
Once you have selected all of the widgets, navigate to the original widget that you edited and click Done.
The Done button highlighted
The Done button highlighted
View the selected widgets in the Filters section of the configuration menu.
Selected filters shown in the Filters section of widget configuration
Selected filters shown in the Filters section of widget configuration
Qtip: To add more widgets, click Select widgets. To unselect a widget, click the widget title and then click Unselect widget.
The Unselect widget button that shows after clicking on a widget in the filters menu
The Unselect widget button that shows after clicking on a widget in the filters menu
Click Done.

Applying Widget to Widget Filters

Once you have set up widget to widget filtering, click on a data point in your filtering widget. This will highlight that data point and apply it as a filter to the selected widgets.

An arrow pointing to a data point in dashboards
An arrow pointing to a data point in dashboards

The selected widgets will have a filter icon next to their title. Click this icon to view the widget to widget filter applied to them.

Icon shown on widgets that indicate a temporary filter is placed on them
Icon shown on widgets that indicate a temporary filter is placed on them

If the widget with filtering enabled has multiple dimensions, such as a horizontal or vertical bar with series set up, all dimensions will be applied to the selected widgets.

Multiple temporary filters applied to the same widget, shown in the Filters menu
Multiple temporary filters applied to the same widget, shown in the Filters menu

Was this helpful?

The feedback you submit here is used only to help improve this page.

That's great! Thank you for your feedback!

Thank you for your feedback!