Allow the user to set the filter value when they run the automation
You can dynamically apply filters to your dashboard in Slideform. There are a few steps to enable this automation.
1) Identify the filter in the data source. You can view the available filters and values that have been captured by Slideform in Data Sources. Open the data source and view the filters in the Metrics section.
2) Create a placeholder for the filter in the slide template. Then, on the Configure Data screen for the project, set up a dropdown for the user to set the filter value. See: How to Create A Dropdown Menu. Be sure to map the dropdown values to the correct data source and Use Predefined Metric to select the filter.
3) Apply the filter to your data mapping. For all the other placeholders in your project, where the filters should be applied, set the filter to match the appropriate placeholder. For example, below we filter the chart to the year captured by the {{year}} placeholder and the category that matches the value of {{category}}.
