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Why Use Filters?

Filters allow you to narrow down your chart data so you only see what matters most. Instead of plotting everything, you can apply conditions to focus on particular time periods, categories, or values.
  • Focus on specific segments of your dataset.
  • Remove unnecessary or irrelevant values.
  • Create cleaner, more insightful charts.
  • Compare different subsets of your data side by side.
Filters don’t delete your data—just refine what’s displayed in the chart.

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Adding a Filter

Click the Edit button from a chart menu to open the Chart Composer.
Then you can apply filters to the columns directly from the tabular data section at the bottom of the Chart Composer. Filtering in Chart Composer There are two ways to filter:
  • Filter by Value
  • Filter by Condition

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Filter by Value

  • Open the Chart Composer (click the Edit button from a chart menu).
  • Locate the tabular data section at the bottom of the composer.
  • Click the Down Arrow button on the column you want to filter.
  • Choose Filter by Value.
  • Select one or multiple values from the list.
  • Click Apply.
  • The chart updates instantly to show only the selected values.
Use this option when you want to quickly show or hide specific data (e.g., only “North America” or “Product A”).
Filter by Value in Chart Composer

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Filter by Condition

  • Open the Chart Composer.
  • Locate the tabular data section at the bottom of the composer.
  • Click the Down Arrow button on the column you want to filter.
  • Choose Filter by Condition.
  • Select a condition based on the column type (e.g., Is equal to, Greater than, Less than, Is between).
  • Enter the condition value.
  • Click Apply.
  • The chart updates instantly to reflect the condition.
Use this option for flexible, rule-based filtering (e.g., “Sales greater than 1000” or “Date is this month”).
Filter by Condition in Chart Composer
There will be a green mark on the column where filter is applied.

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Editing or Removing Filters

  • Edit a filter → Click the Filter button again on the column. Change condition, or value and apply the change.
  • Remove a filter → Click the Filter button again on the column. Then click Reset button to remove the applied filter.
The chart will update instantly when filters are changed or removed. How to remove filters in Chart Composer

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Saving Charts with Filters

Charts can be edited on both Grids and Boards.
Depending on where you are working, you will see different save options:
  • Save to Grid → Updates the chart inside your Grid.
  • Save to Board → Updates the chart inside your Board.
When you click Save, all applied filters (by Value or by Condition) are saved along with the chart settings. This means anyone viewing the chart will see the filtered version by default.
Filters are chart-specific. Saving a chart with filters will not affect other charts that use the same data.
If you exit without saving, your filter changes will be discarded and will not be applied.
Related Guides

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Need Help?

For additional assistance with Charts or any feedback: