Create a filter group

Create a set of filters that you can apply simultaneously. When you have multiple filters, applying them all together can be faster than applying them separately.

Before you begin

Role required: dashboard_admin, or any role if you are the dashboard owner or have had editing rights shared with you.

About this task

If you have many filters that apply to many visualizations on a dashboard, it can take a long time to apply all the filters. Each filter whose value you set makes a separate call to the ServiceNow AI Platform. You can speed this process up by organizing filters into groups, where you make a single call to apply multiple filters at once.

Procedure

1. Navigate to All > Platform Analytics > Dashboards.
2. Locate and open or create the dashboard to which you want to add a filter group.
   Technical dashboards are not supported. You can only add a filter group to a dashboard in the inline editor. For more information, see Edit Platform Analytics dashboards.
3. Select Add new element and add a Filter Group element.
4. In the UI Element section, configure the appearance of the filter group

   Table 1. UI element settings

   Option	Description
   Show filter group label	Turn on to show the label of the filter group. Default: on
   Filter group label	A meaningful name for the filter group, which is visible to the user. Available only when Show filter group label is on. Default: Label
   Filter group layout	Select Horizontal to show the filters side by side. Select Vertical to show the filters in a column. Default: Horizontal
   Filter spacing	Choose how far apart you want to space the filters. Options: S, M, L Default: S
   Show values in pill	Turn on to show the selected filter elements inside the pill for all filters in the group. Default: on
   Show border	Turn on to display a line around the filter group. Default: on
   Bare	Turn on to remove padding around the filter group to provide more compact positioning. Available only when Show border is off. Default: off
   Show round corners	Turn on to have the group border and radius match the pill border and radius. Available only when Show values in pill is turned off and Show border is turned on. Default: off

5. Add filters.
   You can add filters of any type except Domain. The filter configuration is the same as for the Filter component:

   • Configure a Single/Multiple select or cascading filter
   • Configure a True/False filter
   • Configure a Date filter in the inline editor

   When you complete the configuration of each filter, select Back to group configuration.

6. Configure any additional settings that you want to change.

   Table 2. Additional settings

   Option	Description
   Show group apply	Turn on to enable applying all filters in the group together. When disabled, changes to any individual filters in the group apply immediately. Default: on
   Show group clear	Turn on to enable clearing all filters in the group together. Default: on
   Show group reset	Turn on to enable clearing all filters in the group together. Default: off
   Combine clear and reset	Turn on to move Clear and Reset into a More actions menu. Available only when Show group reset is on.
   Show separator	Turn on to show a line between the filters and other content on the dashboard. Default: on
   Max filter item width, px	Defines number of pixels allowed for each filter in the group. Text that is wider than this limit wraps to a new line.

Filter group in action

The following example shows a group of two filters being applied to a data visualization. A simple use case is used here for clarity and brevity. In practice, you would use a filter group with multiple visualizations and filters.

Figure 1. Simple filter group