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Global filtering for an Interface

  • May 21, 2024
  • 1 reply
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H
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I am using Airtable to manage a sales pipeline. I have created a sales dashboard using interfaces which reads across all opportunities. I want to be able to create quarterly and monthly reports by duplicating this dashboard and then filtering the records it reads to a specific date range.

I can't seem to find the option for filtering a dashboard at the global level - does it exist?

Best answer by Dan_Montoya

HI Hanna, I've recently built something like this.   A couple of recommendations:

  • have a month and quarters table where you track which are the current, past and next quarters/months.
    • you can have 1 interface for each "period": past, current, next.  This way you aren't changing the filters each month or quarter.
  • here is where you add a filter for the entire dashboard.  You need to select the "group" element you want to filter.

  • On my interfaces I use this filter to always show the active quarter. 

1 reply

Dan_Montoya
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  • Dan_MontoyaEmployee
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  • Answer
  • May 21, 2024

HI Hanna, I've recently built something like this.   A couple of recommendations:

  • have a month and quarters table where you track which are the current, past and next quarters/months.
    • you can have 1 interface for each "period": past, current, next.  This way you aren't changing the filters each month or quarter.
  • here is where you add a filter for the entire dashboard.  You need to select the "group" element you want to filter.

  • On my interfaces I use this filter to always show the active quarter. 

H
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