How to Apply Widget-Level Filters in Bold BI Pivot Grid

Widget-level filtering in Bold BI enables users to apply targeted filters directly to a Pivot Grid Widget, eliminating the need for separate filter widgets. This feature allows for precise data customization within a specific widget, ensuring focused and relevant data views without affecting other dashboard elements.
The following steps outline two methods to configure widget-level filters using the Assigned Data section or the dedicated Filters section in Bold BI.

When to Use Each Method

The Pivot Grid widget supports widget-level filtering in two different ways. Choose the method based on whether the field used for filtering should be displayed in the Pivot Grid.

Scenario	Method 1: Using Field Settings in Rows or Columns	Method 2: Using the Filters Section
Filter field is displayed in the Pivot Grid	Yes	No
Filter field should remain hidden	No	Yes
Field is already added to Rows or Columns	Yes	Not required
Field is used only for filtering	No	Yes
Typical use case	Filter visible row or column data	Apply a background filter without displaying the field

Example

Requirement	Recommended Method
The Country field is added to the Rows section and you want to display only selected countries.	Method 1: Using Field Settings in Rows or Columns
You want to filter data by Country, but do not want the Country field to appear in the Pivot Grid.	Method 2: Using the Filters Section

Note

Both methods apply widget-level filters only to the selected Pivot Grid widget. The difference is that:

Method 1 is suitable when the filter field is visible in the Pivot Grid.

Method 2 is suitable when the filter field should remain hidden and be used only for filtering data.

Steps to Apply Widget-Level Filters in Bold BI Pivot Grid

Method 1: Using Assigned Data Section

Open the Pivot Grid Widget Settings:

Click on the settings (gear) icon in the Pivot Grid Widget and Navigate to the Assign Data section

Configure Data:

Drag and drop the required fields into the Rows, Columns, and Values areas.
Set up the data display as needed.

Enable Filters:

In the dropped field under Rows, click the settings (gear) icon.
Select the Filters option.
Click Filter and then Edit to open the Filters dialog.
The filter for the dimension column can be configured by opening the Filters dialog from the Filters option in the Settings drop-down menu.

Edit Filters:

Use the dropdown menu labelled ALL to view the list of available data. This allows you to filter specific items as needed.
Through this filtering, you can filter specific items from consideration.
Select specific items to filter out or include.

Filter Application:
- The configured filter will be applied directly to the specific widget (Pivot Grid).

Method 2: Using the Filter Section in Assigned Data

Access the Filters Section:
- In the Pivot Grid Widget, drag and drop the required fields into the Filters section within the Assigned Data area.
Edit Filters:
- Click the settings (gear) icon in the Filters section.
- Select the Filters option.
- Click Filter and then Edit to open the Filters dialog.
Apply Filters:

Use the dropdown menu labelled ALL to view the list of available data. This allows you to filter specific items as needed.
Through this filtering, you can filter specific items from consideration.