Pinboard filters

Filters, including bulk filters and exclude filters, can be applied to pinboards just as with tables and charts. These kinds of filters apply to an entire pinboard, making it easy to see only the data that you are interested in across the tables and charts within a pinboard.

When to use a pinboard filter

Pinboard filters can be very useful when you want to apply the same filters to more than one related visualization. You can narrow the focus of your pinboard for specific purposes or audiences.

When you apply a filter, the pinboard is not automatically saved with your filter applied. This is to encourage ad hoc filtering. Therefore, people with read-only access can create pinboard filters and edit the values of pre-existing filters. You must have edit access to the pinboard, and view access (or higher) to the underlying data source in order to save a pinboard filter.

Note that pinboard filters only apply to the tables and charts that are based on worksheets. If a pinboard also includes tables and charts that were created from underlying tables or on user uploaded data, the filters don’t apply to them.

To create one filter that filters visualizations based on multiple Worksheets, you can link the Worksheet columns, at the Pinboard level. Refer to Linked Pinboard filters.

Create a pinboard filter

You can create a filter in the pinboard view for any pinboard. This allows you to easily manipulate the visualizations and view the modified presentation in one place.

Here is an example that shows you how to add a single filter to a pinboard. To create a pinboard filter:

  1. Click the More menu icon more options menu icon, and select Add filters.

    add pinboard filters
  2. In the populated columns menu, click the Add filter icon next to the column you would like to filter on.

    add filters menu
  3. Select the values to include in your answer.

    column filter
  4. If you want to exclude values, click Exclude and choose values to exclude.

    exclude nulls
  5. Click Done.

When you apply a filter, the pinboard is not automatically saved with your filter applied to every object in the pinboard that was created from a worksheet. Pinboard filters do not apply to tables and charts built directly on top of base tables.

Apply filters to specific visualizations

You can apply filters to only certain visualizations that you specify. To specify the visualizations that a Pinboard filter should apply to, follow these steps, or refer to Selective Pinboard filters:

  1. Select the More menu icon icon ellipses at the top right, and select Configure filters.

    Configure filters
  2. In the Configure filters modal, choose the filter you would like to update from the side menu.

  3. Scroll down to Applicable to. You can select the All option, or only choose certain visualizations. You can also search for a visualization.

    Specify filtered visualizations

Edit a filter from the answer

Your applied filter will sit at the top of the pinboard, where you can edit it in place:

select filters

Or delete it:

filter appears

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