How to filter a dashboard in the URL

In this guide you’ll learn how to format a dashboard URL to apply dynamic values to saved filters on that dashbaord. You can even set up a dimension so when you click on it you are sent to a dashboard that gets filtered based on the dimension you clicked!

For example, you might have a sales dashbaord that shows your most profitable Partners, then use a URL so that when you click on a specific partner name it brings you to a new dashboard that is filtered to show KPIs filtered to that partner.

Example of dashboard URL Filtering

Here’s a quick walk through video that shows what it looks like once it’s complete:

Setting up dashboard URL filtering

This is the process for setting it up:

Setup steps

1. Open the dashboard you want to dynamically filter.
2. Add a value to the filter you want to filter dynamically.
3. Copy the URL shown after applying the filter. It should look something like the image below.

You’ll notice there’s a ?filters= key in the URL. Everything after that is a JSON object that has been URL encoded. If you want to see the JSON you can find a URL decoder online to reformat it.

1. Replace the filter value that you chose in step 2 with ${ value.formatted | url_encode } to make it dynamic. In the example the value is Plant+Paradise (highlighted in the image).
2. Paste that URL into the YAML file for the model you’re working in. See an example in our demo project here.