How-to Hubviz Studio in the browser only
How to filter a dashboard in Hubviz Web
Use the filters at the top of a dashboard in Hubviz Web to see a single business unit, region or salesperson, with one or several values at once.
Pick a slice, such as a business unit or a salesperson, and the dashboard charts show only that data. Nobody else is affected: the filter applies only on your screen.
Use it when the question is about one part of the business, such as “how much did Retail sell”, and the dashboard has filters at the top.
Filter
-
Look for the Dashboard filters bar at the top of the dashboard. The blue chip shows how many filters the dashboard has, such as Dashboard filters (1). Next to it, each filter shows its name, such as Business unit.
-
Click the filter name. A small window opens with the Select a value to filter box.
-
Click the box and pick a value from the list. To find it faster, type part of the name.
-
If the filter accepts several values, keep clicking the others. The list stays open until you’re done.
-
Click the Fechar button (Close, still in Portuguese) or click outside the list. The charts are recalculated with the filter.
Once applied, the filter name shows what is in effect: Business unit: Retail with one value, or Business unit: 2 selected with more than one.
Remove a filter
- One value: click the x on the value inside the box. The charts change right away.
- All values of the filter: click the x on the right side of the box. The filter shows everything again.
Reference: how filters work
| Situation | What happens |
|---|---|
| Single-value filter | Each choice replaces the previous value. |
| Multiple-value filter | Charts show data for any of the chosen values, such as Retail or Services. |
| Two different filters | Charts show only what matches both, such as the Retail unit and the chosen salesperson. |
| Charts from another cube | The filter applies to charts that use the filter’s cube, or cubes linked to it by whoever created the filter. Other charts don’t change. |
| Switching tabs | The filter stays in effect on charts in other tabs that use the same cube. |
| Filter inside the grid | Some dashboards have the filter as an element among the charts. It works the same way as the one at the top. |
| Other people | The filter doesn’t change anyone else’s dashboard. |
The filter type (one or several values), the values in the list and the affected charts are set by whoever creates the filter in Hubviz Studio. See How to filter dashboards in Hubviz.
Example: Retail only
Suppose the Executive view dashboard, in the Sales Results 2026 project, has a Business unit filter at the top, linked to the charts’ cube.
- Click Business unit in the Dashboard filters bar.
- Type “Ret” in the box and pick Retail.
- Click outside the list. The filter name becomes Business unit: Retail.
- Revenue in the period and Gross profit in the period now show Retail only. In Revenue by business unit, only the Retail slice remains.
- To compare Retail and Services together, open the filter again and also pick Services (if the filter accepts several values).
Tips and common problems
- There is no filter bar: the dashboard has no filters at the top. Ask whoever builds the dashboards to add one, or ask the assistant about a slice in the chat.
- A chart didn’t change with the filter: it uses another cube, not linked to the filter. Whoever created the filter can link both cubes in Hubviz Studio.
- A chart went empty: there is no data for that value in the chosen period. Check the period on the Period button.
- The filter list is empty or out of date: the values come from the published data. A new value only shows after the next publish.