When viewing and analyzing data in dashboards, you may encounter the following questions:
💡 How can I quickly find the chart data I need?
💡 How can I switch between different views or check related data across charts?
This guide introduces how to filter chart data, switch between tabs, and use Chart Linkage to help you analyze data more efficiently.
How to Filter Chart Data?
Admins can add two types of filter tools to dashboards, allowing you to view chart data based on your needs:
Filter: Set custom filter conditions to narrow down chart data.
Quick Filter: Quickly filter chart data using predefined options.
Filter
The Filter tool allows you to set multiple filter conditions, such as selecting specific fields, setting date ranges, or entering text.
On Desktop
On Mobile
Quick Filter
The Quick Filter tool provides predefined options, such as date ranges (Today, This Week, This Month), statuses (In Progress, Completed), or categories (Warehouse A, Warehouse B). Click an option to filter chart data.
On Desktop
On Mobile
How to Switch Between Tabs?
Admins can organize dashboard content into multiple tabs, each displaying different charts or analysis content. You can switch between tabs to view data from different topics or categories.
Locate the tabs, usually displayed horizontally at the top or middle of the dashboard.
Click the tab you want to view.
On Desktop
On Mobile
How to Use Chart Linkage?
Chart Linkage allows you to view related data across charts. When you select a field or data point in one chart, the linked charts display the corresponding data.
Locate a chart that supports Chart Linkage. Admins may indicate this in the chart name or instructions. On desktop, you can also hover over the chart to check for the Chart Linkage icon.
Click a field or data point in the chart. If an action menu appears, select Linkage.
The linked charts will automatically update to display data related to your selection.
On Desktop
On Mobile
Note: Chart Linkage can be initiated from pivot tables, line charts, column charts, bar charts, area charts, pie charts, and radar charts.