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How do I filter data displayed in dashboards or charts?

Updated Oct 22, 2021

To narrow the scope of the data displayed in a dashboard or chart, you can apply data filters. For example, you can filter by school, school type, student program, ethnicity, race, or according to any of your watchlists. You can filter dashboards or charts using quick filters or filter options in the sidebar.

By default, dashboards and charts display data based upon a user's role. For example, if you are a district-level user, data is aggregated at the district level and displays data for the entire district. However, to view data for a specific school or school type, you can apply filters to narrow the scope of the displayed data.

Apply Quick Filters

Apply Quick Filters

Quick filters display at the top of a dashboard or chart [1]. To apply a quick filter to all the charts in a dashboard, click a quick filter tab [2] and select a filter option [3].

To remove a quick filter option, click the (NONE) option [4].

Add Filters from Sidebar

Add Filters from Sidebar

You can view additional filters in the Dashboard Sidebar.

To open the Dashboard sidebar, click the Tools Menu icon.

Open Filters

Open Filters

In the Sidebar, click the Filters link.

Select Filters

Select Filters

The available filters apply to the selected chart or the entire dashboard. To expand a filter to view options, click the filter name [1].

To view data for a listed data item, click the item checkbox [2]. You can select multiple filters.

The dashboard or chart automatically updates to display filtered data.

Reset Filters

Reset Filters

To reset your filter selections to the default, click the Reset all link.

Close Filters

Close Filters

To close the filter options, click the Filters link.

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