Introduction to Storyboard Filters

Quick Start Guide 

Part Four of five - Introduction to Storyboard Filters

Jump back to Part Three - Create a New Storyboard

Storyboards have powerful filtering capabilities that enable you to better analyze your data by providing an expanded or narrowed-down view of your Dimensions. Filters can be applied through the Explore tab when building a query and in the Storyboards tab with the Storyboard filter bar, there are options to filter individual tiles too.

In this Quick Start Guide, you will learn how to use the Storyboard filter bar to include or exclude dimensions and nodes, and apply or remove filters to a Storyboard.

But first, let's look at why filters are such a powerful tool in One Model.

What are filters?

Filters are ways of organizing and arranging your data to get right to what's important. The dimensions are organized into categories with dimension nodes arranged logically with their accompanying parent and children levels, where applicable.

Some dimensions are flat, meaning they have a limited number of nodes, while others have an extensive hierarchy with relationships extending into multiple parent and child branches. One Model has a core set of dimensions, and users, with permission, can add dimensions to their instance to better suit their needs.

In Storyboards, Admins can create a default filter set to be applied to their users, while individual users can create and save multiple custom filter sets to their profile. This makes it quick and easy to tailor your Storyboards to your different users and audiences.

Admins can prompt their users to apply a specific filter set which is helpful when establishing processes and modes of analysis.

Users or Admins can enable or disable filters on specific tiles within a Storyboard. Disabling filters on a tile ensures the information contained in that tile will remain unchanged when filters are applied to the whole Storyboard.

Filters can also be applied during the query-building phase in Explore by including or excluding dimension nodes, more on that in another article. Note that filters do not apply to Org. Charts.

There are so many exciting things you can do with filters, and the Storyboard filter bar is just one of the ways you can quickly customize your Storyboards to communicate insights to a wide range of audiences.

The Storyboard Filter Bar

Like most features in One Model, the exact filter options available to users are controlled by the permissions assigned by your Admin. This includes the filters shown on the default filter bar, filtering options, display settings, and whether or not you can create and save your own filter sets.

The Storyboard filter bar, shown below, is where you can view, select and apply your dimension filters quickly and easily.


1. Find your dimensions:

  1. Click into the search box in the Storyboard Filter bar - ‘Type to add a filter dimension’.

  2. Scroll through the dropdown list of dimensions and pick your dimensions and nodes.

  3. Start typing the name of a dimension to perform a search. Exact and partial matches will be listed in the dropdown menu.If you need help deciding which dimensions to choose, use the scroll feature to browse through the list of categories and choose from there.

If you know what you're looking for, then use the search function to quickly find what you need.

2. Include or exclude your filter nodes

Next, click on the filter tab to refine your results by including or excluding filter nodes.

Filters have either flat options with only one or two dimensions, or in-depth hierarchies that drill into the details. Just like finding your dimensions, you can either navigate through the lists of nodes or you can start typing the name of a node in the text box, 'Find filter nodes' to perform a search.

Multiple nodes can be included or excluded, and your available options will be listed in your window, as shown below.

The option is a triple-toggle, so to include or exclude the filter nodes click in the left column;

  • Once to include a node (check mark).

  • Twice to exclude a node (cross mark), and;

  • Three times to remove all marks and return to the original status.


  1. Option window

  2. List of included and excluded filters

3. View your chosen filters in the filter bar

Your dimension selections are displayed in the filter bar, along with the number of nodes chosen under each dimension through all the levels. This makes it easy to see which dimensions have node selections to make changes or adjustments.



4. Apply your filters

Your filter selections, while listed in the Storyboard Filter bar, won’t be applied to your Storyboard until you click the Apply button at the top right of the filter bar.

  • Click Apply to apply your filter selections to your Storyboard.

5. Remove a filter

  1. Click on the name of the filter

  2. Click Remove Dimension Filter

  3. Click Remove

  4. Check that your filter has been removed from the filter bar

  5. Click Apply to apply your changes to the Storyboard



** For more information about using Storyboard Filters, including creating filter bar templates, using modify mode and applying a filter prompt, refer to Using Storyboard Filters **

Now you understand how to interact with your Storyboards, it's on to the next step: 

Go to Part Five - Sharing your Storyboards

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