Dashboards have filter capabilities, allowing you to refine and customize data visualizations by selecting a specific criteria. Once you save a filter to an existing dashboard, users with the correct permissions will be able to access the filter(s) when viewing the published dashboard.

When in the edit version of a custom dashboard, simply click Add filter within the dashboard to get started.

Clicking Add filter will bring up a list of fields populated from a dataset (e.g., employee compensation). From the left sidebar menu, determine which fields you want to apply as filters to the workbooks. By default, the filter will be automatically applied to all visualizations that pertain to the selected dataset, but you can choose to remove the filter from certain visualizations.

In the example above, I added the Job Employee Type field as a filter. Each filter has additional settings:

1. Label: Name the filter how you want it to appear in the dashboard.
2. Description: A description will appear as an informational tooltip when you hover your cursor over the filter. This is optional.
3. Filter control: There are two filter control types—advanced and single value dropdown. Advanced allows users to select multiple options while single value only allows the user to select one option.
4. *Default value: This option allows you to select a default filter, along with preset conditions, that will be automatically applied to all relevant visualizations within the published dashboard. In the example above, I selected the employment type of "Full-Time," which means the published dashboard will only show data that pertains to full-time employees. *You can leave this setting as "is any value" if you prefer users to apply any filters.
5. **Hide this filter: Use this option if you do not want users to access the filter from the published dashboard. The value will still be applied in the background but remains hidden from the user.
6. Delete filter: Use this option if you would like to delete the filter.

The controls feature enable users to switch fields within a data visualization. To add a control, click Add control and select which visualizations it should apply to by toggling the option in the top right corner of the visualization. The following are four main types of controls:

1. Field switcher: Enables swapping between one dimensions or measure, like changing from country to city.
2. Multi-field switcher: Enables swapping between multiple dimensions or measures, like changing between employee compensation metrics such as base salary and total benefits, or switching between different stages of the hiring process, such as candidates interviewed and candidates hired.
3. Time frame switcher: Allow users to easily switch the time frame of the underlying data, such as moving from daily to weekly views.
4. Period over period: Facilitates the comparison of two time periods, letting users select and compare different time dimensions directly from the dashboard.

Using the Add text tile option, you can use markdown to add text, images, links, and more.

Data in a dashboard can be automatically refreshed for real-time updates. (The auto-refresh and facet filters options are turned off by default.) To enable the auto-refresh functionality, click the Edit dropdown menu > Dashboard settings > toggle on Auto-refresh. Then, determine the auto-refresh timeframe and click Update settings to finalize changes.