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Filters narrow the data shown by a dashboard or by an individual widget. Filters can be set at two levels — dashboard-wide or per widget — and both levels can be active at the same time.

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Two levels

  • Dashboard filters — set once on a dashboard, applied to every widget on the dashboard.
  • Widget filters — set on a specific widget, applied only to that widget.
When both levels are set, the conditions combine — the widget shows rows that meet both the dashboard filter AND the widget filter. Neither level replaces the other. For example: a dashboard filter of Status = Active plus a widget filter of Channel = Meta means that widget shows only active campaigns on Meta.

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Adding a filter

Every filter — dashboard or widget — starts the same way: pick the dataset the filter applies to, then add conditions.
1

Open the filter panel

Dashboard filters open from the dashboard header. Widget filters open from the widget settings panel via the Widget filter option.
2

Click + Add filter and pick a dataset

The empty state reads “No filters yet. Add one to get started. Choose which dataset your filter conditions apply to.” Click + Add filter and pick from:
  • Marketing — one bucket that covers every connected ad data source (for example, Meta Ads, Google Ads, TikTok Ads). A filter set on Marketing applies to every ad source at once.
  • Individual non-ad data source — each non-ad source is selected on its own (for example, Instagram Organic, Google Spreadsheet, HubSpot, Instagram Public). Non-ad sources don’t share a common breakdown taxonomy, so they can’t be grouped into a single bucket.
3

Add filter conditions

Each condition has three parts:
  • Field — what to filter on. For example, Status, Channel, Campaign name, Ad set name, Ad account, UTM value, Breakdown label.
  • Operator — how to compare. Available operators include is, is not, contains, starts with, ends with, greater than, less than, and exists.
  • Value — one or more values to match.
Multiple conditions can be combined with AND or OR. A dataset can have multiple filter blocks, each with its own conditions.
4

Save

Close the panel — the filter takes effect immediately. Click Save dashboard to persist.
Widgets that have a widget filter set are marked with a filter icon in the widget header, so it’s easy to spot which widgets have overrides at a glance.

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Filter examples

A few common patterns:
  • Only active campaigns — Field: Status, Operator: is, Value: Active.
  • A single channel — Field: Channel, Operator: is, Value: Meta Ads.
  • Spend above a threshold — Field: Spend, Operator: greater than, Value: 1000.
  • Campaign name pattern — Field: Campaign name, Operator: contains, Value: Q1_2026.
  • Everything except a segment — Field: Ad set name, Operator: is not, Value: Retargeting.
  • Multiple values at once — Field: Channel, Operator: is, Value: Meta Ads, Google Ads. Or, using OR across conditions, Channel = Meta Ads OR Channel = Google Ads — same result.

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Available filter fields

Filter fields depend on the dataset:
  • Marketing (ad sources) — Status, Channel, Campaign name, Ad set name, Ad name, Ad account, UTMs, Breakdown labels, Operating system, Objective.
  • Individual non-ad sources — a smaller field set based on the source’s own breakdowns. For example, an analytics source exposes Session source and Country; a CRM source exposes Contact stage and Deal status.

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List filter widget

Adriel also has a List filter widget — a widget that lives on the dashboard canvas and lets viewers apply a filter interactively across a set of linked widgets. List filter widgets are useful for embed and share-via-link scenarios where the viewer isn’t editing the dashboard but still needs to switch between segments. See List filter widget for setup and configuration.

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Filters vs custom breakdowns

Custom breakdowns are a separate mechanism — they group rows into labels (for example, all campaigns whose name contains “Q1_2026” grouped into a “Q1 2026” bucket). Filters narrow which rows are visible; custom breakdowns change how visible rows are grouped. For custom breakdowns, see Custom breakdowns.

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Troubleshooting

The filter condition may exclude every row. Try loosening the filter (fewer conditions, or broader values) to confirm data appears. See Data not loading.
Widget filters combine with dashboard filters — the resulting condition set is stricter, not looser. If the widget was expected to show data the dashboard filter excludes, that’s the expected behavior. Remove or adjust the dashboard filter instead.

Date ranges

Set the reporting window at the dashboard or widget level.

Custom breakdowns

Group rows by custom label rules.

List filter widget

On-canvas interactive List filter for viewers.