Glossary · Dashboards & charts

Cross-filter

Cross-filtering lets a click on one chart filter every other chart on the dashboard — click a region on a map and the sales, margin and stock charts follow.

Cross-filter (or cross-filtering) is the behaviour where selecting something in one chart filters the others on the same page. Click the “North” bar in a sales-by-region chart and the revenue trend, the top-products table and the margin figure all redraw to show North only. Click it again and everything returns. The dashboard becomes a set of connected questions rather than a wall of separate pictures.

It matters because the question behind most dashboard visits is “why”. A hospitality group sees a poor Tuesday across the estate and wants to know whether it was every site or one. Clicking Tuesday in the day-of-week chart instantly shows revenue by site for Tuesdays only, and the culprit shows itself. Without cross-filtering, that is a new report request, and the answer arrives after the moment to act on it has passed.

Cross-filtering is easy to confuse with drill-down. Cross-filtering narrows every chart to a selection at the same level of detail; drill-down takes one chart to a finer level — region to city to store. Both are useful, and a good dashboard offers both. A rule of thumb for builders: make sure the KPI numbers at the top respond to selections too, or people will read the filtered charts against unfiltered totals and draw the wrong conclusion.

In Klayara, dashboard filters apply to every chart on the page at once, so a viewer can narrow the whole page to one region, site or period without asking anyone, and can see which selections are active. See how dashboards work and the design principles guide.

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