Chart Filters in Signals
Chart filters allow you to apply filters to an individual chart on a dashboard. This makes it possible to compare different segments of data within the same dashboard without creating multiple dashboards.
For example, you might create a dashboard that shows:
Agent performance this quarter vs. last quarter
Topics for Patients vs. HCPs
Sentiment trends by Patient Journey stage
Each chart can have its own filters while still respecting the overall dashboard context.
How to Use Chart Filters
To add chart filters, click Configure on any chart menu (including insights cards), then apply your desired filters.
Users can apply chart filters on standard dashboards (e.g., Eddy Reports, Themes & Topics, etc.), but must pin the report to a custom dashboard for chart filters to persist across sessions.
How Chart Filters Work
Chart filters refine the dashboard filters. They never expand or contradict the dashboard filter selections (with dates as the one exception, outlined below!).
Think of the dashboard filters as defining the data universe, and chart filters as narrowing that universe for a specific chart.
General logic:
Dashboard filters define the universe of available data.
Chart filters refine that universe for an individual chart.
Chart filters cannot include values that are excluded by dashboard filters.
Example:
Dashboard filter: Agent = Agent A, Agent B
Chart filter options will only include: Agent A, Agent B
You cannot select Agent C on the chart because it is not included in the dashboard filter.
Exceptions to the Rule
There are two filters that behave differently from other chart filters: Date Range, and Date Type.
1. Date Range
Chart-level date range overrides the dashboard date range for that chart.
Example:
Dashboard date range: This Month
Chart date range: Last Month
The chart will show Last Month, while the rest of the dashboard continues to show This Month.
2. Date Type
Date Type (Interaction Date vs Arrival Date) behaves similarly to Date Range. When a Date Type is applied on a chart, it overrides the dashboard’s date type for that chart only. By default, all Signals reporting is by Interaction Date.
Filter Availability on Charts
Dashboard filters limit chart filter options
Chart filters match the same filters available at the dashboard level. However, the available values for any given filter may be restricted based on the dashboard filters.
When multiple values are selected for a filter at the dashboard level
When multiple values are selected at the dashboard level for a given filter, that restricts the available options at the chart level. Values that are already excluded by the dashboard will not appear in chart filter options.
For example:
Dashboard filter: Primary Topic = Account Payment, Account Payable
Chart filter options for Primary Topic will only include: Account Payment, Account Payable
When a single value is selected for a filter at the dashboard level
When a single value is selected for a filter at the dashboard level, that filter will be disabled on charts.
For example:
Dashboard filter: Call Direction = Outbound
Chart filter for Call Direction will be disabled
The same rule applies for filters that only allow for one selection (e.g., Eddy Effect Signal, Starting Sentiment, Ending Sentiment, HIPAA Compliance, etc.). If those filters are applied at the dashboard level, that filter will be disabled on the chart.
Filters that are disabled at the chart level if applied at the dashboard level
Some filters are quite complex, and will be disabled entirely at the chart level if they are used at the dashboard level. These filters are AI-Powered Search, and Words or Phrases. To use these filters in chart filtering, simply do not apply them at the dashboard level.
How Include / Exclude Filters Work
Some filters allow two operators:
Is one of (include)
Is not one of (exclude)
Chart filters operate only within the remaining values allowed by the dashboard.
Example with “is one of”:
Dashboard filter: Primary Topic is one of Account Payment, Account Payable
Chart filter options:
Is one of → Account Payment, Account Payable
Is not one of → Disabled, because this would simply be the inverse of “is one of” selections due to the dashboard filters applied
Example with “is not one of”:
Dashboard filter: Primary Topic is not one of Account Payment, Account Payable
Chart filter options:
Is one of → All options available for selection except Account Payment, Account Payable
Is not one of → All options available for selection except Account Payment, Account Payable
What Happens When Dashboard Filters Conflict with Chart Filters
If you change dashboard filters in a way that conflicts with existing chart filters, you will see a confirmation message:
If you continue:
Conflicting chart filters will be removed
A notification will confirm the change
This ensures charts always remain consistent with the dashboard filter context.
What Happens When Pinning Charts to Dashboards
If you pin a chart to a dashboard that has different dashboard filters, the system checks for conflicts.
If a conflict exists:
You will see a confirmation message.
If you proceed, the conflicting chart filters will be removed.
The chart will be added to the dashboard with only the compatible filters.
Permissions
Dashboard Permissions
Only owners or editors of a dashboard can modify chart filters. Users with view access can still see the filters applied to charts but cannot change them.
Filter Permissions
Some users do not have access to certain filters. In this case, if there is a chart with a filter applied that the user does not have access to:
That user will see data without that filter applied
The user will be informed (via a filter chip on the chart) that “Some filters are not applied, due to your permissions.”
Group By vs Chart Filters
When grouping a chart (for example, Group by Agent) and also applying chart filters:
Chart filters determine what data exists
Group by determines how that data is displayed
If a grouped value has no data after filters are applied, it will be removed from the chart.
Example:
Chart grouped by Agent
Chart filter removes some agents from the dataset
Agents with no remaining data will not appear on the chart.
Summary
Chart filters allow each chart to analyze a different slice of the same dashboard data while maintaining a consistent context.
Key principles:
Dashboard filters define the data universe
Chart filters refine that universe
Date Range and Date Type can override the dashboard for a chart
Conflicts between dashboard and chart filters will prompt confirmation
Charts always remain consistent with the dashboard’s allowed data