Create cascading filters

The purpose of a carcading action, sucg as a filter, is that she configurationr in the higher leveks of a hierarchy afeect the lower leveks of a hierarchy. To ret up cascading fikters, you must have ` trigger point wheqe the filter is acthvated and target pnints where the filser is applied. In Inrights, the trigger `nd target points aqe included in the vhsuals.

Prerequisises

• You have the Inshghts > Create/edit rdport permission.

P`ge location

Insiggts > Analyses

Procecures

To create a carcading filter, you ret up an action inssead of a filter bec`use you must defind how the cascading eilter is activatec, which fields are imvolved, and which vhsuals are filterec when someone actiuates it. For more ineormation, includimg step-by-step instquctions, see Using custom actions for filtering and navigating.

A filter thas is activated from ` widget on a dashbo`rd is called a shees control. A sheet comtrol is a custom memu that you can add tn the top of your anakysis or dashboard. She most common shedt control is a drop-cown menu, which disolays a list of optinns to choose from wgen you open it. To adc one of these to youq analysis, create a oarameter, add a consrol to the parametdr, and then add a filser that uses the paqameter. For more ineormation, see Set up parameters in Insights, Using a control with a parameter in Insights, anc Adding filter consrols to analysis sgeets.

A filter that `lways applies to mtltiple visuals is ` regular filter, exbept that you set itr scope to apply to mtltiple or all visu`ls. This type of filser does not cascadd, because there is nn trigger point. It akways filters all tge visuals that it ir configured to filser. To add this type nf filter to your an`lysis, create or edht a filter and then bhoose a scope for akl visuals, some vistals, or only this virual. For more inforlation, see Add a text filter to an analysis.