Advanced custom filter logic & global dashboard filters

Feature Requests
,
1

Hi eazyBI Team,

I would like to suggest a major usability improvement regarding filtering capabilities within dashboards. Currently, managing filters across multiple reports can be restrictive and requires repetitive manual updates.

We would love to see more flexibility and power given to users to build smarter, interconnected filtering alternatives. Specifically, we propose two main enhancements:

1. Dashboard-level global filters (parent filters)

Currently, users must filter each report or gadget individually. If we want to change a parameter (like Team or Sprint) for the entire view, we have to manually update every single chart.

  • Proposed solution: Introduce a global filter at the top of the dashboard. Selecting a value here should automatically cascade and apply to all compatible reports on that page, streamlining the user experience.

2. Advanced / Smart custom filter logic

We need features that allow us to build more powerful, dynamic filtering alternatives rather than just selecting strict individual items from a list.

  • Practical example: Suppose I want to analyze a specific sprint that runs across 4 different projects. Because these are separate projects, I currently have to manually look up and select all 4 individual sprint entities in the filter to see the combined result. Even though the sprints share the exact same name, I have to select them one by one.

  • The goal: Providing users with the power to create smart, rule-based filters. For example, a filter capable of grouping items dynamically by text/name matching. Selecting a single consolidated “Sprint X” option would automatically pull data from all 4 projects that share that exact same sprint name. This kind of logical condition would greatly enhance dashboard flexibility for complex project structures.

Why this matters: This would drastically reduce manual setup, minimize maintenance efforts, and give users the autonomy to build much smarter, more dynamic dashboards tailored to their specific workflows.

Thank you for your continuous work on improving eazyBI!

Best regards,

Aline Daher.

2

Hi Aline,

Thank you for your thoughtful suggestions and for sharing your use cases in detail!

1. Dashboard-level global filters

The good news is that eazyBI already supports this! You can use common page filters to apply a single filter across all reports on a dashboard simultaneously.

Here is how to set it up:

  1. Open your dashboard in edit mode and make sure reports are expanded
  2. Click on the page dimension filter (e.g., Team or Sprint) in one of the reports
  3. Select “common page” — the filter will move to the top of the dashboard
  4. Save the dashboard — from now on, selecting a value there will apply to all compatible reports at once

You can also enable “Hide common dimensions” to hide the filter from individual reports since it is already handled at the dashboard level.

Please note that the common dashboard filter will influence only those dashboard reports that have the same dimension in page filters.

See Create dashboards documentation

2. Advanced / Smart custom filter logic (Sprint grouping across projects)

For your sprint use case — grouping sprints with the same name across multiple projects — there are a couple of approaches in eazyBI:

  • Calculated members: You can create a calculated member in the dimension that aggregates all members matching a specific name pattern (e.g., “Sprint X”) using an MDX formula with the Filter function and name matching. This way, selecting that single calculated member would combine data from all matching members across projects.
    For example, a calculated member using Filter and MATCHES for Sprints could look like this:
Aggregate(
  Filter(
    [Sprint].[Sprint].Members,
    [Sprint].CurrentHierarchyMember.Name MATCHES 'Sprint X'
  )
)

I hope this helps address your needs!
Please feel free to reach out if you have any further questions or need help setting up these solutions.

Best,
Ilze (eazyBI support team)