Chord Commerce Data Platform
Dashboards and Looks

Modifying a Dashboard

2min



In this article, we will show you how to modify an existing Dashboard to add custom filters. The document focuses on standard dashboard filters



A great introduction to Looker and all its features is offered in Google Cloud Skills Boost. It is worth a visit!

To add or modify filters to a dashboard, we suggest first making a copy of the report you want to modify and editing the filters on the newly copied one



To make permanent changes to filters that all users will see, or to add or delete filters, you must have the Manage Access, and Edit access level for the dashboard and be in edit mode.

In this example, we will make a copy of the dashboard and then add new order tag filters

Navigate to My Folders



My Folder
My Folder




Select the Dashboard you'd like to modify

Click the ellipsis "..." and select Copy...



Copy your Dashboard
Copy your Dashboard




Select the folder and click OK

Click the newly copied dashboard and click the ellipsis to select "Edit Dashboard"

Notice the blue bar on the top of the page and click Filters and click Add Filter



Edit Mode
Edit Mode




In the Filter By Search, type in "tag"

For this example, let's select Order_tags> Order_tags



Filters
Filters




If you select a field that is already being used by another filter, Looker will alert you. While you can still create the filter, you cannot apply multiple filters that use the same field to the same dashboard tile.



Duplicate filter
Duplicate filter




Set the Configure Default Value by adding your specific "tag" and click Add

Click update on the top right, rename your report and Click Save



For more information on editing and modifying reports, take a look at the free Google Cloud introductory courses



you have just created a new dashboard with new filters!



if you have any questions or need help, please reach out to us at [email protected]