Filter Overrides

Many dashboards do not just use a single data source. And as we all know, different data sources may call things differently. Maybe you are filtering by priority but on one source it's called priority, while another might call it inc_priority. Thankfully filter overrides have your back allowing you to specify and override filter behavior for specific charts to ensure you get the maximum usage from your filters.

Filter overrides are created by adding a filter override to a specific filter using the Create Filter Override button.

Warning: The Create Filter Override button will only appear for filters that are already created. If the Create Filter Override button does not appear, please make sure the filter has been saved and created and then reload the page.

When creating a filter override, it behaves differently depending on whether you are using a Button, Breakdown or Dynamic Filter.

Tips: You can have more than 1 filter override per filter.

Using a Button Filter

An override designed to override Assigned To Fred Luddy with Request.Requested For Fred Luddy

You may use the Save Override Button to save the override when completed and the Remove Override Button to delete unneeded overrides. The title is name of the override and does not appear anywhere on the dashboard, just in the filter page. The Override Table determines which table to use for overriding and the Override Conditions are which conditions to use to replace the conditions initially specified for the button. Finally, by clicking on a chart title in the chart selection area you can move it between the list of all available charts and the selected charts that will be used for this filter.

Using a Breakdown Filter

A breakdown to override another breakdown with values from 1-5 with priority

You may use the Save Override Button to save the override when completed and the Remove Override Button to delete unneeded overrides. The title is name of the override and does not appear anywhere on the dashboard, just in the filter page. The Override Table determines which table to use for overriding and the Override Breakdown Field is the breakdown to use to map to the initial breakdown values generated. Finally, by clicking on a chart title in the chart selection area you can move it between the list of all available charts and the selected charts that will be used for this filter.

Tips: The values between the starting breakdown and the override do not have to be one-to-one. A breakdown with values of 1-5 and an override where the only values are 1-3 will still work, however any charts that are part of the override will return no data if a 4 or a 5 is selected as the options in the breakdown selection are populated based on the initial breakdown.

Using a Dynamic Filter

You may use the Save Override Button to save the override when completed and the Remove Override Button to delete unneeded overrides. The title is name of the override and does not appear anywhere on the dashboard, just in the filter page. The Override Database Name is the system value of the field you want to use in place of the field in the parent filter. Finally, by clicking on a chart title in the chart selection area you can move it between the list of all available charts and the selected charts that will be used for this filter.

A good way to think of this is the field value of the Override Database Name is replacing the left side of a query. For instance, the above filter override uses priority to replace inc_priority. As such any charts using the filter override above would use priority=value instead of inc_priority=value.

Tips: Remember that the Override Database Name does not use display values for fields.