Summary: Every Alta dashboard has a filter bar that lets you apply a date range and field-level filters across all widgets at once — either as a one-off or saved into the current view.
Who this is for: Anyone viewing dashboards who wants to slice the data — by time period, team, segment, region, or any other field — without editing each widget.
Before you start
The filter bar appears on desktop screens. On small screens it's hidden.
The Filters button only appears when the dashboard has widgets built on data models — the available filter fields come from the models behind those widgets.
Saving filters requires edit permission on the view. If you don't have it, you can still apply filters temporarily.
Apply a date range
Open your dashboard. At the top you'll see the filter bar with preset date ranges: This Month, This Quarter, This Year, Last Year, Past 12 Months, Past 30 Days, Past 90 Days, and Past 7 Days.
Click a preset to apply it to every widget on the dashboard.
Need a specific range? Click Custom to open the date picker, choose your dates, and confirm.
To clear the date filter, click the selected preset again.
Add field filters
Click the Filters button (funnel icon) next to the date presets.
In the popover, click + Add new filter.
Pick a field, an operator, and a value. Fields are pulled from all the data models used by the dashboard's widgets, so what you see depends on what the dashboard is built on. You can combine multiple filters and group them.
Click Apply to filter the dashboard without saving anything — or click Save to view to make the filters part of the current view.
When filters are active, the Filters button stays highlighted so you always know the dashboard is filtered.
Save filters to a view
Filters and the date range are stored per view, so different views of the same dashboard can carry different filters.
Set up your date range and field filters.
Click Save in the filter bar to update the current view. You'll see a "Successfully saved view" confirmation.
To keep the current view untouched, click the arrow next to Save and choose Save as new view. Name the new view and it will hold your filter setup.
Tips and common pitfalls
Apply vs. Save: Apply is temporary — switching views or reloading resets to the view's saved filters. Use Save or Save to view to make filters stick.
Greyed-out Save? You don't have permission to edit this view. Ask the dashboard owner for access, or use Save as new view if you have permission to add views.
No Filters button? The dashboard's widgets aren't built on data models, so there are no fields to filter by.
Closing the popover applies your changes — clicking outside the Filters popover behaves like Apply.
Related
How to Save and Switch Dashboard Views in Alta
How to Build a Chart with the Data Explorer in Alta
How to Share a Dashboard in Alta (Users, Teams, and Public Links)