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Holistics Documentation

Welcome to the Holistics Documentation page. You'll find comprehensive guides and documentation to help you start working with Holistics as quickly as possible, as well as support if you get stuck. Let's jump right in!

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How filters work

Filters can be added to Dashboards to control the data displayed in the widgets. When interacting with a dashboard filter (selecting operators, filter values...), a final condition will be applied to the widgets that use the filter.

Structure of a filter

  • Operator: specify the comparison type, for example IS, IS NOT...
  • Value: the value of the filter. The value you can select/input depends on the data type of the filter.
  • Modifier (optional): only available for some of the operators in Date filter (for example, next, last X days/months/years.

Filter types

Please follow the links for more details about each type of filter

Add filters to a dashboard

In Dashboard editor view, create filters by clicking the funnel icon along the top right corner.

Add filters to a dashboard

A modal will pop up for you to start setting up the filter:

  • Filter Label: required
  • Filter Types: Select from the list of filter types. If you select Field type, you will be prompted to select the model field you want to get data from
  • Default value: (Optional) Specify the default operator and value you want to apply to the widgets when you open the dashboard.

After setting up a filter, you need to map it to the widgets and the field that will be filtered on.

  • Field filters will be automatically mapped to the widgets that use the same Dataset
  • Manual-input filters need to be manually mapped to widgets and fields.

Filters can only be mapped to the fields of the same data type.

Click "Submit" to finish creating a filter.

Updated 6 months ago


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