> For the complete documentation index, see [llms.txt](https://docs.infotopics.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.infotopics.com/trulyp/analytics/filters-and-interactivity.md).

# Filters and interactivity

Analytics apps are interactive. You can narrow down the data with filters, click a chart to filter the rest of the page, hover for details, and use buttons to move between pages.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-812b5682a8a8de63562023d8bbc4966c2b15768c%2FAnalytics_Crossfilter.png?alt=media" alt="Clicking the web bar filters the other visuals"><figcaption><p>Clicking "web" in the bar chart filters the KPI cards, the line chart and the donut</p></figcaption></figure>

### Filters

A filter is a [dashboard object](/trulyp/analytics/visuals/dashboard-objects.md#filter) that you add from the **Visuals** tab. Pick one or more values, and the visuals you selected as targets update.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-76b8e4f74645bb7e149cea8bf5a533f52a1f0045%2FAnalytics_Filter_Applied.png?alt=media" alt="The dashboard filtered on the mobile channel"><figcaption><p>The whole page filtered on the "mobile" channel</p></figcaption></figure>

**Set up a filter**

1. Add a **Filter** from **Dashboard Objects** in the **Visuals** tab.
2. Choose the **Data source** and the **Dimension**.
3. Set a **Label** and a **Placeholder**.
4. Choose the **Presentation**: a **Dropdown** or a **Radio list**.
5. Choose extra options:
   * **Allow multiple selections** (dropdown only): tick several values, including **All values**.
   * **Show search box**: adds a search field above the values.
   * **Show value counts**: shows the number of rows next to each value.
6. Under **Filter target visuals**, choose which visuals respond to the filter. See [Choose which visuals respond](#choose-which-visuals-respond).

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-d5dc391f2878f69c99f8b5511cbeb20ac4a47350%2FAnalytics_Object_Filter_Editor.png?alt=media" alt="The filter settings" width="540"><figcaption></figcaption></figure>

**Choose which visuals respond**

A new filter applies to **All visuals** on the page, including visuals you add later.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-8f124f3bb311c87e3f148c8da6dbe576d7e3b926%2FAnalytics_Filter_Target_All_Visuals.png?alt=media" alt="The Filter target visuals list with All visuals ticked" width="320"><figcaption></figcaption></figure>

* Untick **All visuals** and tick the visuals that should respond. Visuals you add later are then not filtered, so tick them as well.
* If you untick **All visuals** and leave every visual unticked, the filter doesn't change anything.
* If you tick every visual one by one, Trulyp switches back to **All visuals**.

{% hint style="info" %}
Filters that you created in an earlier version with no targets still have no targets. Tick **All visuals** to make them respond again.
{% endhint %}

**Date filters**

When you filter on a date, choose a **Filter mode**:

| Filter mode       | How it works                                                                                                                                                                                                                                                                      |
| ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Periods**       | Pick from a list of periods. Set the **Granularity** (None, Year, Quarter, Month, Week or Day) and the **Date interpretation**: **Continuous (chronological)** keeps the year (September 2025), **Discrete (recurring)** combines the same period across years (every September). |
| **Date range**    | Choose a **Start Date** and **End Date** and click **Apply Filter**.                                                                                                                                                                                                              |
| **Relative date** | Choose **Today**, **Yesterday**, **Last 7 days**, **Last 30 days**, **This week**, **This month**, **This quarter** or **This year**. The period is recalculated every time the app loads, so "This month" always means the current month.                                        |

### Cross-filtering

When **Click interaction** is on for a chart, you can click a bar, slice, point or cell to filter other visuals.

* **Click** a mark to filter on that value. The selected mark stays highlighted and the others fade.
* **Ctrl+click** (**Cmd+click** on a Mac) to add more values to the selection.
* **Click the same mark again**, double-click it, or click an empty part of the chart to clear the selection.

Set it up on the **Interactions** sub-tab of the chart:

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-8b1d500aae5f798928d94973c3ae8594aa217ab3%2FAnalytics_Edit_Visual_Interactions.png?alt=media" alt="The Interactions sub-tab" width="540"><figcaption></figcaption></figure>

* **Click interaction**: on or off.
* **Dimension to filter on**: the field used for the filter.
* **Filter target visuals**: the visuals that respond. Tick **All visuals** to filter every visual on the page, including visuals you add later, or untick it and tick the visuals you want. New visuals start with **All visuals** ticked.

### The Filters overview

The **Filters** icon in the toolbar shows a badge with the number of active filters. Click it to open **Dashboard filters**.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-98762603e11362e0fd8acaf65da429b2b0ed3e0a%2FAnalytics_Filters_Popover_Crop.png?alt=media" alt="The Dashboard filters popover"><figcaption></figcaption></figure>

* **Active filter values** lists every active selection, from filters, charts and the URL. Click **✕** on a value to remove it, **Clear** to clear one source, or **Clear filters** to clear everything.
* **Global filters** shows the filters that live in the toolbar instead of on the canvas.

### Global filters

A filter can be placed on the canvas or in the toolbar's **Filters** menu. Filters in the menu are called **global filters**. They take no space on the canvas and are always one click away in the toolbar.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-e8845f5520732941eb51b26ee63211fc7088af2c%2FAnalytics_Filters_Global_Tab.png?alt=media" alt="The Global filters tab"><figcaption></figcaption></figure>

In the editor, open **Filters** > **Global filters** and click **Move to global filters** next to a canvas filter. Click **Move to canvas** to put it back.

### Lock a filter value

In the editor, you can fix a filter value so viewers can't change it, for example to make an app show only one country.

1. Select the value in the filter (in the editor).
2. Open **Filters** and click the lock icon next to the selection.
3. Save the app.

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-32c863e223ef05d0b0d26267bb612934a577be66%2FAnalytics_Filters_Locked.png?alt=media" alt="A locked filter selection"><figcaption></figcaption></figure>

Viewers see the value as **Fixed**. They can't change or clear it, and the filter control on the canvas is disabled.

{% hint style="info" %}
Filter selections you make **in the editor** are saved with the app and are the starting point for every viewer. Selections viewers make are not saved.
{% endhint %}

### Filters in the URL

You can pass filter values in the address of an app. Every parameter that is not a setting is used as a filter on the field with that name:

```
https://<your-trulyp>/backend/vizlytics/dashboard/<app-id>?channel=web&country_code=NL
```

These filters show up as **URL Filters** in the Filters overview. Use this to link from another system to a pre-filtered app. See also [Sharing and embedding](/trulyp/analytics/sharing-and-embedding.md).

### Tooltips

Hover over a chart to see the exact values. Tooltips are on by default; switch them off for one visual under **Styling** > **Interactions**, or for the whole app in the [Dashboard settings](/trulyp/analytics/global-chart-options.md#formatting-defaults).

<figure><img src="https://2312557015-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWbWxEBax8PKTjFYRLWgi%2Fuploads%2Fgit-blob-4fda683e337689a69ca67a11941618ff6108b425%2FAnalytics_Tooltip.png?alt=media" alt="A tooltip on a line chart"><figcaption></figcaption></figure>

### Buttons and page navigation

Add a [button](/trulyp/analytics/visuals/dashboard-objects.md#button) to:

* **Navigate to page**: build a menu or a "Back to overview" link.
* **Toggle layer**: show or hide another visual, for example a help panel.
* **Apply filter**: filter visuals on a fixed value with one click, for example "Show Europe".
* **Clear all filters**: reset the page.
* **Open URL / email**: link to a website or start an email.

Buttons only work in view mode and in **Preview**.

### Zoom and navigator

For charts with a lot of data over time, switch on **Zoom interactions** or the **Navigator** under **Styling** > **Interactions** (or in the Dashboard settings for all charts). You can then zoom in on a period.


---

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