Filter Saver

The Filter Saver component enables users to save filter conditions for reuse. This functionality helps users quickly apply previously defined filter criteria without reselecting options each time, improving workflow efficiency in dashboards with multiple filters.

Filter Saver is especially valuable when users frequently perform recurring analyses based on the same conditions (e.g., “Current Year Sales,” “Top 10 Customers,” “Q1 Revenue Range”).

Best Situations to Use

Use Filter Saver when you want to:

• Save commonly used filter conditions for quick access.

• Allow users to reuse criteria without reselecting filter values.

• Improve workflow efficiency for recurring analyses.

• Provide a personalized filter library for each user session.

Not Recommended for:

• Dashboards where filter conditions are rarely reused.

• Highly dynamic datasets where saved criteria would quickly become outdated.

Properties

General

• Component Name: Unique identifier for the Filter Saver.

• Left / Top: Position the component on the dashboard canvas.

• Height / Width: Define size dimensions.

• Label: Display text to guide user interaction (e.g., “Save Filter”).

• Initial Visibility: Toggle whether the Filter Saver appears on load.

• Tooltip: Provide guidance when users hover over the component.

• Click Value: Value sent to the backend on interaction to trigger system responses.

Background

• Shadow: Enable/disable shadow effect.

• Shadow Color: Select the shadow color.

• Shadow Transparency: Adjust opacity of the shadow (0.0 = transparent, 1.0 = opaque).

  • Example: 0.1 creates a very subtle, light shadow.

Style

• Background Color: Set component background for consistency with the dashboard theme.

• Border Radius: Round corners of the component.

• Font Color: Customize text color for clarity.

• Font Size: Control text size for labels and saved criteria.

• Font Style: Apply styles such as italic to placeholders or descriptions.

• Font Weight: Adjust thickness of text (e.g., Bold for emphasis).

• Font Family: Choose a typeface consistent with dashboard branding (e.g., Arial, Roboto).

Steps to Use Filter Saver

1. Drag a Filter component and a Filter Saver component onto the canvas.

2. Switch to Preview mode.

3. Click the Filter Saver component.

   • The Add Criteria tab appears below the component.

   • A notification confirms that the saved criteria will be available.

4. Select a filter value (e.g., a year).

5. In the Add Criteria tab:

   • Enter a name (e.g., Initial Year).

   • Click Save to store the criteria.

6. Open the Criteria List tab to view saved conditions.

   • Saved criteria appear in a selectable list.

   • Use the checkmark icon to apply a saved criterion.

7. To save another condition:

   • Select a new filter value (e.g., another year).

   • In the Add Criteria tab, give it a name (e.g., Second Year).

   • Save it.

8. Return to the Criteria List to confirm both criteria are listed.

9. Reuse saved criteria anytime by selecting from the Criteria List.

Notes

• Saved criteria are immediately available for reuse in the same dashboard session.

• Naming criteria meaningfully (e.g., “Q1 Sales 2025”) improves usability.

• Use Filter Saver with multi-filter dashboards to save full conditions across several filters simultaneously.