Cross-filtering is available only for dashboards; it is not available for legacy dashboards.
Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard’s data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.
Multiple cross-filters can be created at one time, and cross-filters can be used in conjunction with standard dashboard filters.
Enabling cross-filtering on dashboards
New in Looker 21.0, cross-filtering is available to users without having to enable a Labs feature.
All dashboard tiles must be created from the same Explore for cross-filtering to be turned on successfully.
You can turn on cross-filtering on a dashboard with the following steps:
- Make sure you have the Manage Access, Edit access level for the dashboard.
- Enter the dashboard’s edit mode by selecting Edit dashboard from the three-dot dashboard menu.
Once in edit mode, click Filters in the blue toolbar at the top of the dashboard, and then enable the Cross-filtering switch.
If the dashboard contains any unsupported visualization types, a pop-up window appears to indicate that the dashboard contains tiles that cannot initiate cross-filtering:
Click OK to continue enabling cross-filters.
- Click Save in the toolbar.
Once cross-filtering is enabled on an instance and a dashboard, you can create cross-filters.
LookML developers may be able to use aggregate awareness to optimize cross-filtering performance. To learn more about using aggregate awareness with dashboards, visit the Creating User-Defined Dashboards documentation page.
Creating cross-filters on dashboards
To create a cross-filter:
- Click a data point within a tile containing a supported visualization.
For bar, column, line, area, scatterplot, and pie charts, you can also click the chart legend to initiate cross-filtering.
- All data tiles will be filtered by the value of that data point.
- The cross-filter field and value appear at the top of the dashboard for reference.
- To add an additional value to an existing cross-filter, hold down the Command (Mac) or Control (Windows) key on your keyboard while clicking on additional data points or legends. For example, if you are already cross-filtering on the Traffic Source field for a value of Search and you want to add Organic as an additional traffic source, hold down the Command or Control key and then click the Organic region of a supported visualization.
- The tiles will filter on the additional value as well.
- The additional value for the cross-filter will appear at the top of the dashboard.
- To add a new cross-filter, click another data point on any tile containing a supported visualization type.
- All tiles will be filtered by that cross-filter as well, and an additional field and value appear at the top of the dashboard.
Supported and unsupported visualization types
Each data tile on a dashboard contains a visualization, and the type of visualization determines whether you can use the data points on that tile to create cross-filters or not.
The following visualization types are supported and can create cross-filters:
- Table charts
- Table (legacy) charts
- Column charts
- Bar charts
- Line charts
- Area charts
- Scatterplot charts
- Pie charts
- Map charts that use the Points option for data of
type: locationand map charts that use data of
- Static map (regions) charts
- Static map (points) charts
- Word cloud charts
- Donut multiples charts
- Funnel charts
- Timeline charts
- Waterfall charts
- Boxplot charts
- Custom visualizations
The following visualization types are not supported and cannot create cross-filters; however, they can be filtered by cross-filters:
- Single value charts
- Single record charts
- Map charts that use Plot options other than Points for data of
type: location, or map charts that use map layers.
- Visualizations that use grid layout
- Visualizations based on merged results when all queries in the merged results are from the same Explore as the rest of the dashboard tiles (if a dashboard contains a merged results tile with queries from different Explores, cross-filters cannot be enabled for that dashboard)
Regardless of visualization type, you cannot create cross-filters (or standard dashboard filters) on a custom field.
Using cross-filters together with standard dashboard filters
A dashboard can contain both cross-filters and standard dashboard filters. Both types of filters appear at the top of the dashboard. Cross-filters appear after standard filters and are a darker blue. For example, in the image below, the filter on Status is a standard filter and the filters on Created Month and Traffic Source are cross-filters:
Cross-filters differ from standard dashboard filters in a few ways:
- Cross-filtering needs to be enabled separately for your Looker instance and dashboard(s).
- You do not need edit access to a dashboard to create or change cross-filters (although you do need edit access to turn on cross-filtering for a dashboard).
- Cross-filters cannot be configured with the same dashboard controls as standard filters.
- Specific cross-filters are not visible to other users unless the cross-filtered dashboard is shared through a link or embedded into a website.
- Cross-filters are not saved to the dashboard; once you navigate away from a dashboard, cross-filters are cleared.
- Cross-filters are not applied to dashboard downloads, schedules, or alerts.
While using cross-filters, you can still make temporary changes to a dashboard’s filter values. However, if you create a cross-filter on the same field that a standard filter is using, the standard filter value cannot be changed until the cross-filter is removed.
If you have edit permissions for a dashboard, you can continue to edit and create standard dashboard filters while cross-filters are enabled. However, entering edit mode to edit or add standard filters will clear any current cross-filters.
Sharing cross-filtered dashboards
Cross-filters are not saved to a dashboard, but they can be shared in the following ways:
- By sharing the dashboard URL
- By embedding a dashboard that contains cross-filters
Drilling when cross-filtering is enabled
When cross-filtering is enabled on a dashboard, you can drill by:
- Right-clicking on data points in supported visualizations, table charts, and single value charts
- Left-clicking on data points in all other unsupported visualizations
In other words, drill into unsupported visualizations in the same way that you would typically drill in Looker; however, for supported visualizations, right-click to drill into the visualization’s data.
There are two options to remove an individual cross-filter:
- Click the data point being cross-filtered again.
- Click the X next to the cross-filter value at the top of the dashboard.
If there are multiple cross-filters, you can clear them all by clicking the X to the right of the filter values at the top of the dashboard.
Entering edit mode also clears all cross-filters.
Optimizing cross-filtering performance using aggregate awareness
LookML developers may be able to optimize query performance of cross-filtered dashboards by using aggregate awareness. With aggregate awareness, developers can create aggregate tables under LookML
explore parameters, which can optimize queries for one or more tiles in a dashboard. The first step is to get the aggregate table LookML, which appears under the Get LookML option in the dashboard three-dot menu. For more information, see the
aggregate_table documentation page.