What is the difference between Apply to this sheet and Apply to all sheets?

Apply to this sheet restricts the filter to the chart you are currently editing. Apply to all sheets applies the filter to every chart in the dashboard that uses the same database and table as the current chart. Charts using different tables are not affected.

What is an anchor in a relative date filter?

By default, relative date options like Last Month or This Year are calculated from today's date and update automatically each day. When you enable Anchor and select a fixed date, the range is calculated from that date instead. The filter does not change from day to day. Use an anchor when you want to lock a filter to a specific historical period.

Does a filter persist when I close and reopen the dashboard?

Yes. All filters are saved automatically when applied. They persist across sessions for both editors and viewers. Relative date filters without an anchor recalculate from the current date each time the dashboard loads.

Can I filter on a field that is not assigned to Columns or Rows?

Yes. The filter field selector shows all fields from the connected table, regardless of which fields are currently assigned to the chart. You can filter on any column in the table.

What happens to null values when a filter is applied?

Null values are excluded by all filter conditions. They do not appear in categorical selection lists and are not counted in numerical or date comparisons.

Can I add more than one filter to a chart?

Yes. There is no hard limit on the number of filters. Multiple filters work together: the chart only shows data that matches all of them at once.

Can I rename a filter?

Yes. Open the filter context menu and click Edit Title. Enter a new title and click Done. The title is shown in the filter pill and, for show filters, in the filter widget header on the dashboard.

Dashboard Filters: Hidden vs Show Filters

How to create, configure, and expose filters in Edilitics Visualize: hidden filters that restrict data silently, show filters that viewers control, and all condition types per field type.

Filters restrict which rows are included in a chart query. You can apply a filter silently so viewers never see it, or expose it as an interactive widget that viewers control themselves. All filters run server-side: Edilitics translates each filter condition into the appropriate query expression for your connected database before executing.

Filter Visibility

Every filter is either hidden or exposed to viewers.

Applied to the chart automatically. Viewers see only the filtered result. The filter is not visible on the published dashboard and cannot be changed by viewers.

Use a hidden filter when the restriction is permanent and viewers do not need to adjust it. For example: always exclude test accounts, always scope to a single region.

Visible on the published dashboard as an interactive widget. Viewers can change the filter value and click Apply to update the chart in real time. Each viewer interaction triggers a live query against your database.

Use a show filter when different viewers need to explore different slices, or when the relevant period or category changes over time.

When you enable Show Filter for the first time, Edilitics shows a one-time cost notice: each viewer interaction executes a live query. Once you acknowledge it, the notice does not appear again.

To toggle between states: open the context menu on any filter pill and select Show Filter or Hide Filter.

Filter Scope

When you apply a filter, choose its scope.

The filter applies only to the current chart. Other charts in the dashboard are unaffected. Use this when the restriction is specific to one chart and does not make sense for others.

The filter applies to every chart in the dashboard that uses the same database and table as the current chart. Charts using different tables are not affected. Global filters show a globe icon on their filter pill.

Use this when you want a single filter control to govern all related charts at once, such as filtering an entire dashboard to a single region or date range.

Creating a Filter

In the chart builder, locate the Filters section in the left panel. Click the filter icon to open the filter creation panel.

Select a field

The field selector shows two columns: Categorical on the left (including datetime fields) and Numerical on the right. Use the search box to find a field by name.

Each field shows a type badge: Abc for categorical and datetime, 123 for numerical.

Select an aggregation

After selecting a field, choose how to aggregate it before applying the condition. These aggregation options are a subset of the options available in the chart panel. See Aggregations for the full reference.

Categorical fields: All Values, Count, Count Distinct
Numerical fields: All Values, Sum, Mean, Median, Min, Max, Count, Count Dist, Var, Std Dev, Top Range, Bottom Range, Percentile
Datetime fields: Relative Date, Date Range, Starting Date, Ending Date, and granularity options (Years, Months, Weeks, Days, and more)

See Categorical conditions, Numerical conditions, and Datetime conditions below for what each option does.

Set the condition

Configure the filter condition using the inputs shown for the aggregation you selected.

Categorical field: Checkbox list with search. Select the values to include. See Categorical conditions.
Numerical field: Slider and input fields across three tabs: Range, No Less Than, No Greater Than. Top Range, Bottom Range, and Percentile have their own inputs. See Numerical conditions.
Datetime field: Date picker or relative date controls depending on the aggregation selected in the previous step. See Datetime conditions.

Apply

Click Apply to this sheet or Apply to all sheets. The filter is saved immediately and persists across sessions.

To expose the filter to viewers, open the filter context menu and select Show Filter.

Categorical Conditions

Categorical fields and fields using Count or Count Distinct aggregations show a checkbox list.

Aggregation options:

Option	What it does
All Values	Filter by which values exist. Each distinct raw value appears as a checkbox. Select the values to include. Rows with a value not in your selection are excluded.
Count	Filter by how many rows have each value. Groups by the field, counts rows per group, then applies a range condition to the count. Use this to exclude low-volume categories, e.g. regions with fewer than 10 orders.
Count Distinct	Filter by how many unique values exist per group. Groups by the field, counts distinct values per group, then applies a range condition.

Condition UI:

Search box to find values by name
Virtualized checkbox list. Scrolls efficiently even for fields with hundreds of distinct values.
Select as many values as needed

Numerical Conditions

Numerical fields offer a wider set of aggregation options, each with its own condition type.

Aggregation options:

Option	Condition type
All Values	Filter by which raw values exist. Select values from a list, same as categorical All Values.
Sum, Mean, Median, Min, Max, Count, Count Dist, Var, Std Dev	Range, No Less Than, or No Greater Than
Top Range	Keep the top N groups by a selected metric
Bottom Range	Keep the bottom N groups by a selected metric
Percentile	Keep groups where the aggregated value is at or above the Nth percentile

Range conditions (three tabs):

Range: Set a minimum and maximum. Rows with an aggregated value outside this range are excluded.
No Less Than: The aggregated value must be at or above this number. Rows below the threshold are excluded.
No Greater Than: The aggregated value must be at or below this number. Rows above the threshold are excluded.

Top Range and Bottom Range:

Select the metric to rank by (Sum, Count, Mean, etc.) and enter N. The filter keeps the top or bottom N groups by that metric. For example: top 10 customers by total revenue.

Percentile:

Select the metric and enter the percentile value. The filter keeps rows where the aggregated value is at or above that percentile.

Datetime Conditions

Datetime fields offer four condition types, selectable as tabs.

Relative date conditions are calculated dynamically. Without an anchor, they recalculate from today's date each time the dashboard loads. With an anchor, they are calculated from a fixed date you choose.

Step 1: Select a unit

Choose the time unit for the relative period: Years, Quarters, Months, Weeks, Days, Hours, or Minutes.

Step 2: Select an option

Each unit offers six options. Options marked with (N) show a numeric input field. Enter any whole number from 1 to 50.

Unit	Options
Years	Last Year, Last N Years (N), This Year, Next N Years (N), Next Year, Year To Date
Quarters	Last Quarter, Last N Quarters (N), This Quarter, Next N Quarters (N), Next Quarter, Quarter To Date
Months	Last Month, Last N Months (N), This Month, Next N Months (N), Next Month, Month To Date
Weeks	Last Week, Last N Weeks (N), This Week, Next N Weeks (N), Next Week, Week To Date
Days	Yesterday, Last N Days (N), Today, Next N Days (N), Tomorrow, Day To Date
Hours	Last Hour, Last N Hours (N), This Hour, Next N Hours (N), Next Hour, Hour To Date
Minutes	Last Minute, Last N Minutes (N), This Minute, Next N Minutes (N), Next Minute, Minute To Date

Step 3: Anchor (optional)

By default the Anchor checkbox is off. The relative date recalculates from today on every dashboard load.

Enable Anchor to pin the calculation to a fixed reference date. A date picker appears. Select the anchor date. The relative period is now calculated from that date, not from today.

Examples:

Anchor off	Anchor on (anchor date: 31 Dec 2023)
Last Month = month before today	Last Month = November 2023
This Year = Jan 1 to today	Anchor Year = full year 2023
Year To Date = Jan 1 to today	Year To Anchor = Jan 1 to Dec 31 2023
Last 3 Months = last 3 calendar months	Last 3 Months from Dec 31 2023

When to use anchor:

Reporting on a closed period (last financial year, last quarter's results)
Sharing a dashboard where the date range must not drift over time
Comparing a fixed historical window against another period

When to leave anchor off:

Operational dashboards that should always show the current week, month, or day
Any filter that should stay current without manual updates

Computed range preview:

Below the options, Edilitics shows the resolved start and end dates for the current selection. Use this to confirm the filter resolves to the dates you expect before applying.

Select an explicit start date and end date. The filter includes rows where the datetime field falls within that range, inclusive of both ends.

A date picker shows the available range based on the data in your connected table. Dates outside the data range are disabled.

If you enter the start date after the end date, Edilitics swaps them automatically.

Select a single date. The filter includes all rows where the datetime field is on or after that date. The end of the range is the latest date in your data.

Use this when you want to exclude historical data before a cutoff date without restricting the upper bound.

Select a single date. The filter includes all rows where the datetime field is on or before that date. The start of the range is the earliest date in your data.

Use this when you want to exclude future or recent data beyond a cutoff date without restricting the lower bound.

Show Filters on the Dashboard

When a filter is set to Show Filter, it appears as an interactive widget on the published dashboard. The widget header shows the filter title.

Viewers interact with the filter using the same controls used to create it:

Categorical filters: checkbox list with search
Numerical filters: sliders for Range, No Less Than, and No Greater Than
Datetime filters: date pickers or relative date controls

After making a selection, viewers click Apply. Edilitics runs the updated query and refreshes the chart. For global filters, all charts sharing the same table refresh together.

Viewer selections are not saved. Each time a viewer opens the dashboard, the filter resets to the configuration the editor last applied. If you want a specific default value visible to viewers, set it when creating or editing the filter.

Managing Filters

Each filter pill in the left panel has a context menu. Actions available:

Action	What it does
Show Filter / Hide Filter	Toggles viewer visibility
Edit Title	Opens a title input. Enter a name and click Done.
Remove Filter	Deletes the filter permanently.

Dashboard Filters: Hidden Filters and Show Filters