Filters in Platform Analytics

  • Release version: Washingtondc
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Filters in Platform Analytics

    Filters in Platform Analytics allow customers to refine lists and data visualizations on both inline and technical dashboards. Users can filter by data values, boolean states, or date ranges, enhancing the way data is presented and analyzed.

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    Key Features

    • Dashboard Types: Filters can be added to inline dashboards created in the inline dashboard editor or to technical dashboards populated in the UI Builder.
    • Filter Creation: Users can create filters directly via the inline editor or from the filter library, applying them to specific tabs or the entire dashboard, provided they have the appropriate permissions.
    • Filter Groups: For efficiency, multiple filters can be combined into a filter group, allowing users to apply or clear all filters with a single action.
    • Retention of Filter Values: On inline dashboards, filter values persist across logins and page refreshes, except when the filter configuration is edited. Technical dashboards do not retain filter values after refreshes.
    • Domain Filtering: For domain-separated instances, visualizations can be filtered by domain using a distinct component.

    Key Outcomes

    By leveraging filters, ServiceNow customers can effectively manage and visualize data on their dashboards, enabling more insightful analysis and decision-making. Understanding how to create and manage filters enhances the user experience and optimizes dashboard performance.

    Filter lists and data visualizations on an inline or technical dashboard. Filter by possible data value, by whether the value is true or false, or by date.

    The preceding video illustrates how to create a filter, in this case a multi-select filter for table data.

    You can create a filter for either an inline dashboard or a technical dashboard. Inline dashboards are those dashboards created and populated in the inline dashboard editor. Technical dashboards are populated in the UI Builder and are more flexible but require considerably more expertise.

    Filters on inline dashboards

    For inline dashboards, you can either create a filter directly on the dashboard through the inline editor, or you can add a filter to the dashboard from the filter library. In either case, you can add filters to a specific tab or have them apply to the entire dashboard. To take these actions, you only need the right to edit the dashboard.

    If you have the analytics_filter_admin role, you can also create a filter for the library through the Filter Designer or copy an existing filter to the library.

    . The filter applies to those data visualizations and list components that contain a target of the filter.

    If you want to put multiple filters on your dashboard, consider adding a filter group. In a filter group, you configure several filters and apply or clear them with one action, making only one call to the database. A filter group may therefore be more efficient than multiple separate filters.

    When you create a filter, you first specify the filter type. All further configuration options depend on the selected type.
    Important:
    When using this documentation, first select a topic for creating a filter. After you create a filter and select the filter type, follow the appropriate topic for configuring a filter of that type.

    Retaining filter values

    On inline dashboards, filters retain their values across logins or page refreshes. However, these values are no longer retained when someone edits the filter configuration. Afterward, the filter reverts to its default values for all users on their next login or page refresh. On technical dashboards and pages created in UI Builder, filters do not retain values across logins or refreshes. For an exception, see Add a dashboard to a Dashboards page.

    Domain filters

    You can filter visualizations by domain on domain-separated instances. Domain filtering uses a different component. For more information, see Create a domain filter.