(v24) Edit a Saved Filter

Edit a Saved Filter

This applies to: Visual Data Discovery

You can edit saved filters that apply to the data source used by a visual or filter snippet on your dashboard. Changes that you make are only applied to the dashboard, visual, or filter snippet where you made the change and not to other objects that have already applied the saved filter.

Edit a saved filter

1. Select the filter icon on the visual, filter snippet, or dashboard to access the appropriate filter sidebar.

   • To access the filter sidebar, select its filter icon () or select Settings from the menu () and then select on the sidebar menu.

   • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals and filter snippets are from the same data source.

   The Filters sidebar appears showing any filters that have been applied.

2. Select the Saved tab.

3. Select the name of the saved filter that you want to edit. The saved filter is applied appropriately.

4. Alter the filter as needed. See Apply Row-Level Filters and Remove a Filter from a Visual, Filter Snippet or Dashboard.

5. Optionally, save the altered filter. It will be saved separately from the original saved filter. You are required to enter a unique name for the saved filter.

6. Save the dashboard.