13. Parameters and filter logic

Parameters and filter logic

Parameters dynamically control data sources, filters, calculated fields, and format rules, making a dashboard template reusable for different contexts.

Open Dashboard Designer on the desktop Administration.

Your goal

You can define a dashboard parameter, reference it in a filter or query, and distinguish the scope of different types of filters.

Why this is crucial in the dashboard designer

Parameters allow the dashboard to respond to time period, threshold, organization or scenario. Used correctly, they reduce data early and keep calculations consistent.

Elements and settings at a glance

• Dashboard parameters: Name, description, data type, default value and multiple selection if applicable.
• Query parameters: Passes a value directly to SQL query or procedure.
• Data source filters: Filters the entire source.
• Dashboard item filters: Filters only one element and affects its calculations.
• Measure filters: Filters only a specific key figure.
• Visible data filters: Hides values without rebuilding the underlying calculation basis.
• Parameters in Calculated Field: Dynamically changes calculated values.
• Parameters in Format Rule: Controls highlighting depending on a threshold.

Here's how to do it

1. Define the purpose, type, and default value of the parameter.
2. Decide the earliest filter level that makes sense.
3. Reference the parameter in query, source, element or expression.
4. Show the active context in the title or filter area.
5. Test valid, empty, multiple and illegal values.

Exercise

Create a key date parameter and a threshold parameter. Use the deadline in the filter and the threshold in conditional formatting.

Check the result

• Parameter name and data type match the usage.
• Default value provides a sensible view when opened.
• Filter level corresponds to the technical calculation.
• Active value is visible to readers.
• Large amounts of data are limited as early as possible.

Typical errors and their solutions

• Confusing Visible Data Filter with Item Filter: Percentage and rank calculations can react differently.
• Parameters without default value: May cause empty or very large result sets when opened.
• Compare text and date value: Data types must match.

Your result

A template responds securely to changing time periods, thresholds and areas of responsibility.

Further information / source

Related topics

1. For customizers – customize screens and forms › Dashboard designer › 04. Data sources, queries and data preview
2. For customizers – customize screens and forms › Dashboard designer › 10. Filter elements and time periods
3. For Customizer – Customize screens and forms › Dashboard designer › 11. Calculated fields and expressions

Frequently asked questions