Cross-Filtering

Cross-filtering turns a dashboard into an interactive exploration tool. Click a slice of a pie chart, a bar in a bar chart, or a row in a stat card and every other chart on the dashboard re-filters to show only that subset of records. The clicked chart keeps its full data so you can keep navigating.

How it works

1. Open any dashboard.
2. Click any segment in any chart — for example, the In Progress slice of a status pie.
3. Every other chart on the dashboard re-renders, filtered to records matching that segment.
4. The clicked segment is highlighted; click it again (or click outside) to clear the filter.

You can chain cross-filters: click In Progress on the status chart, then click Marketing on the team chart, and the rest of the dashboard now shows the intersection.

What it’s good for

• Drill into a number — a dashboard says you have 47 overdue records; click the bar to see how they break down by owner, list, and tag at a glance.
• Compare segments — bounce between two slices of one chart to compare what each looks like across every other chart.
• Spot anomalies — if one team is dragging a metric down, clicking their bar surfaces why across the rest of the dashboard.

Behavior

• Cross-filters are personal — your interaction doesn’t change what teammates see on the same dashboard.
• They are transient — navigate away or refresh and the dashboard returns to its default filter set.
• Cross-filters compose with the dashboard’s own dashboard filters (date range, workspace, etc.); both are applied together.