Global Filters

Add a filter to a dashboard

From any dashboard, click the Edit button in the top right corner, then click + Filter to add a new one.

Configure the filter

In the right panel, configure the following:

1. Label — the display name (e.g. "Partner")
2. Slug — the technical identifier used to reference this filter in SQL queries (e.g. "partnerid")
3. Type — the filter type (e.g. "Relation")

When using the Relation type, additional fields appear:

• Source — select your data source (e.g. Odoo)
• Table — choose the related table (e.g. Contact)
• Display field — the field shown in the filter dropdown (e.g. Name)

Link the filter to Builder mode charts

Each chart needs to be connected to the filter individually. For a chart built with the Question Builder:

1. Open the filter configuration for the chart
2. Select the matching field to link it to your filter (e.g. partner_id)
3. Click Save

When a value is selected in the filter, the chart updates instantly based on that selection.

Link the filter to SQL mode charts

For SQL questions, the process is slightly different:

1. Click the three dots on your chart and select Edit Question
2. Go to the Construction tab
3. In the WHERE clause, add a conditional statement that applies the filter variable only when a value is selected
4. Click Save

What's next?