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Preset Feature Feedback
Status Needs review
Categories New feature
Created by Customer Engagement
Created on Oct 31, 2024

Ability to Save Dashboard Filters with Multiple Versions/Names

What is the problem or goal the end user is trying to solve or accomplish?

Users need a way to save different sets of dashboard filters under specific names or versions for efficient data exploration and analysis. This would allow them to easily switch between predefined filter sets without having to manually reapply each filter configuration every time. The goal is to improve data exploration efficiency and save time when revisiting previously analyzed data views.

How are they solving it currently?

Currently, users must manually reapply filters each time they want to revisit a particular data view. This process is time-consuming and prone to human error, as users may not always remember the exact filter configuration they used previously.

What is the recommended solution by the Customer?

The customer suggests implementing a feature that allows them to save multiple filter configurations with custom names. For example:

  • A user applies filters and saves them as "Amount_calculation."

  • The same user can later apply a different set of filters and save it as "Near_Locations."

  • Users can continue to create and save multiple filter sets for various data exploration purposes.

  • The saved filters would be selectable, allowing users to quickly reapply them for consistent data analysis and exploration.

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