Version: Yurbi v11
Role: Agent and higher
Permission: Agent with view permission to the dashboard
In this guide, we'll focus on crafting numeric-based filters. These filters are often used to segment data based on numeric values such as price, identification numbers, profit, etc.
All images shown are just an example. Names, fields, and values will be dependent on the organization and the user logged-in.
Let us dive right into the process of setting up a numeric filter:
Click on New Filter, located in the filter bar region of your dashboard.

Type in your desired Filter Name.

Select Numeric for your Filter Type.

Your Filter Index will be automatically populated.

By default, Smart Filter is turned off.

Here is a more in-depth article on Smart Filter
Under Selected Filtered Field, click Show for each widget listed

Check the field this filter should apply to. A single filter can only apply to 1 field per report.

TIP: Ideally, you'll want to tick the same box for every field. But no worries if a checkbox field doesn't appear! Your dashboard data will remain consistent and accurate.
Under Criteria Builder, click on Create.

By default, Logical is set to AND and Conditional is set to IS


Under Operator, you can choose BETWEEN and EQUAL.
NUMERIC FILTER: BETWEEN
A BETWEEN will give you a numerical search box where you can type in the value once in the dashboard.

Leave the Between fields blank

Ensure that Prompt for Value is unchecked

Click Add to table

Click Save

In the dashboard, it will look like this

Remember to save each time you make changes, either to overwrite or save as a new one.
NUMERIC FILTER: EQUAL
For EQUAL, you can either get a dropdown list or a search box.

Equal Operator: Search box
To get a search box filter under EQUAL operator, choose Custom Values

Uncheck Enable Get Values List

By default, Target Report is clear.

Click Add to table

Click Save

Equal Operator: Dropdown List
To get a dropdown list filter under EQUAL operator, choose Custom Values

Check Enable Get Values List

Provide Values Report List by clicking Select Target

Locate the report you want to use. This may be under the public or private subsection within sub-folders.

Click on the selected report you want to use.

TIP: You can select your preferred arrangement of data under Values Sort Order.

Click Add to table

Click Save

On the dashboard, it will look like this

And there you have it! You now know how to create a numerical filter!