Master filtering allows the elements in one dashboard item in a dashboard to update the data in another dashboard item on the same dashboard. For example, a grid showing total sales counts by sales representative can be used to update a chart showing sales counts by state for the selected sales representative.
Master filters are not available with all dashboard items. The interactivity of dashboards items is dependent on how the dashboard has been configured.
Dashboard items that can be used as master filters show the master filter icon in the caption for the dashboard item.
The icon is shaded lighter if the master filter is not currently applied. The icon is not visible if the dashboard item is configured to hide the dashboard item caption, but the master filter still functions.
To apply the master filter, click one of the elements in the dashboard item. All related dashboard items in the dashboard are updated to reflect only the data for the element clicked, unless a dashboard item has been configured to be excluded from master filtering.
For example, the pie chart and line graph in this dashboard are updated to reflect the data for the specific sales representative when the name of that sale representative is clicked in the grid.
To remove the filter, click the Clear Master Filter button for the dashboard item: