When using complex dashboards with many filters, end-users (e.g., business stakeholders) often need to apply the same combination of filters repeatedly to get to their specific, relevant view of the data.
For example, a regional manager might always apply the same three filters every morning:
* Region = 'North America'
* Time Range = 'Last 7 days'
* Product Line = 'Enterprise Hardware'
Currently, the user must manually set these filters every time they visit the dashboard. The only alternative is to bookmark the very long, state-encoded URL, which is not user-friendly, is hard to share, and can break if the dashboard structure changes. This repetitive process is tedious, error-prone, and a significant friction point for non-technical users.
I propose the ability for users to save and name a combination of applied filters as a "Saved View" directly on the dashboard.
The workflow would look like this:
- A user navigates to a dashboard and applies their desired filters.
- A new "Save View" button would be visible near the filter bar.
- Clicking it opens a small dialog where the user can give their filter set a name (e.g., "My Weekly NA Report").
- The dashboard would then have a new dropdown menu, perhaps labeled "Views," containing "Default View" and any saved views like "My Weekly NA Report."
- Selecting a saved view from this dropdown would instantly apply the corresponding set of filters to the dashboard.
Enhancements could include: * Permissions: Ability to save views for "Only Me" (personal) or "All Users" (shared, for dashboard owners). * Direct Linking: Each saved view should have a clean, shareable permalink. * Management: A simple interface to rename or delete saved views.
The current alternatives are: * Manually re-applying filters: This is the core problem—it's inefficient and annoying. * Bookmarking stateful URLs: These URLs are long, ugly, and fragile. They are not a scalable or user-friendly solution for sharing common perspectives on data.