Filter data by a collection

Collections can be applied to a single widget or the workspace (i.e., entire dashboard) to filter the data by a saved set of members.

To apply a collection as a filter

Do one of the following to open the filters area:

To apply a collection to a single widget: Click the filter button at the top of the widget (visible on mouseover).
To apply a collection to the entire dashboard: Click the filters button at the top of the screen to open the Filters panel. (Collections cannot be applied to the workspace in explore mode.)
To apply a collection to an individual column (in Multi Comparative only): Click the column header, and select Filter Date Range.

Click Load a Collection.

In the Collections dialog, locate the collection and place a checkmark beside it. You may need to expand a key, dimension, and category to find the collection. A search option is also available.
Click Apply.

Tips:

• If you select more than one collection within the same key or dimension, results will be limited to members that are common to all selected collections.

• The symbol represents a dynamic collection. This type of collection updates dynamically based on test criteria.

• The symbol represents a dynamic collection that has been created in SIM. You can apply this type of collection but not edit it in Salient Dashboards.

• The button lets you merge multiple collections into a single new collection.

Tips:
The breadcrumb path does not show when collection-based filters are on, but the widget tooltip (shown when placing the cursor over the title bar) shows collection filters even if they are hidden in view mode.