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add-and-manage-data-filters.md

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Add and Manage Data Filters

On a dashboard, you can add a filter for the data results and display only the data that contain a particular value. You can also create negative filters that exclude data that contain the specified value. Filtering makes it easier for you to focus on specific information on a dashboard. The applied filters are shown in the query bar. Negative filters start with NOT in red.

After you add a filter, you can manage it by applying quick actions on the filter label such as excluding matches, and editing or removing the filter.

Add a Filter

  1. On a data source dashboard, for example Technical Metrics > Source Control > Commits > Overview, click + Add filter.

  2. Click in the Filter field and:

    • Select a filter from the Field drop-down list.
    • Select an operator from the Operator drop-down list
    • Type or select a filter value in the Value field.
      Note: You can turn on the Create Custom label? key to open Custom label field that lets you enter a label value that identifies your filter subject.
  3. Click Edit as Query DSL to build a filter using Elastic search Query DSL. You can create positive and negative operators and filter on whether or not a field is present.
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  4. Click Save.
    The filter label appears in the query bar.

  5. (Optional) Click to display and hide the CHANGE ALL FILTERS options as shown in the following example:

    • Enable all enables all the disabled filters.
    • Disable all disables the filters without removing them. Strike-through indicates that filters are disabled.
    • Pin all pins the filters. Pinned filters persist when you switch contexts. For example, you can pin a filter in one dashboard and it remains in place when you switch to another dashboard. A filter is based on a particular index field—if the indices being searched do not contain the field in a pinned filter, it has no effect.
    • Unpin all disables all pinned filters.
    • Invert inclusion switches the positive filters to negative filters and vice-versa.
    • Invert enabled/disabled switches the enabled filters to disabled filters and vice-versa.
    • Remove all removes all the filters from the action bar.

Edit and Manage a Filter

The Edit filter option lets you manually update a filter and specify a label for it.

To edit a filter:

  1. Click the filter that you want to edit and click Edit filter:


    The Edit filter dialog appears.
    \

  2. Edit the filter by clicking Edit as Query DSL and following the instructions to edit a filter.
    \

  3. Click Save.

To manage a filter:

Click the filter that you want to manage, and select any of the action buttons to manage a filter:

  • Pin across all apps pins a filter across all applications in one dashboard. It remains in place when you switch to another dashboard.

{% hint style="warning" %} Important: A filter is based on a particular index field—if the indices being searched do not contain the field in a pinned filter, it has no effect on the dashboard. {% endhint %}

  • Edit filter opens the Edit filter dialog.
  • Include results includes items that match the specified field value. Exclude results option shows when you click Include results.
  • Exclude results excludes items that match the specified field value. Include results option shows when you click Exclude results.
  • Temporarily disable disables the filter without removing it. Strike-through indicates that a filter is disabled. Re-enable option shows when you click Temporarily disable.
  • Delete removes the filter.
    Note: You can click × next to a filter to delete it.