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Filter a question and check your first result

Open a saved question, filter its status, check the result and clear your selection.

Written by Alex Merkin

Question numbers match their folders: folder 01 contains 01-01, 01-02 and so on. The starter dashboard uses 01-05, 01-08 and 01-02; process filter values come from 01-20. OBP identities and SQL filenames remain stable. Screenshots show the earlier numbering; use the current question numbers in the text when navigating the updated bank.

Use one saved question to find orders in a chosen status. You need viewing access to Question Bank · English and its sources; you do not need to edit SQL or save a question.

Open the open-order table

  1. In the Question Bank · English collection, open 01-02 · Open work orders: details.

  2. Wait for the table to load. Find Status and note one value that is actually present. The example uses In Progress.

  3. Click Filter above the table.

Question 01-02: toolbar above the open-order table

Question02: toolbar above the open-order table

Detail of the toolbar above the table: click Filter.

Detail of the toolbar above the table: click Filter.

  1. The question title identifies the saved question.

  2. Filter is in the toolbar above the results.

Choose the column and value

  1. Select Status from the column list. The condition panel should show that column, Is, and a value field.

  2. Leave Is selected. Type or choose In Progress, or the status you copied from your own table. After typing, press Tab so the value appears as a selected item inside the field. A value chosen from the list should already appear that way.

  3. Click the main part of Apply filter. If results do not update, click Refresh and wait.

Inside question 01-02: Filter column selector

Inside question02: Filter column selector

  1. Select Status, the Status column.

Status condition with In Progress and Apply filter

Status condition with In Progress and Apply filter

  1. Use a status that exists in your own data.

  2. Click Apply filter.

Check the result and clear the condition

The active status condition appears above the table. Every remaining row should have the chosen status. The row count may stay the same if all rows already matched.

Question 01-02 after applying a status condition

Question02 after applying a status condition

  1. The condition appears between the title and results. Use its × control to remove it.

  2. The status cells in the remaining rows match the selected value.

  1. Check the status column in the remaining results.

  2. Remove the condition using × beside it and wait for the full results to return.

If the table is empty

First clear existing conditions. If the unfiltered question is still empty, ask your administrator to check whether the source contains orders within your access scope. 01-02 includes only NEW, IN_PROGRESS and FROZEN orders, so orders outside those states will not appear. You can continue dashboard setup without data, but testing a filter needs a matching record. Ask the administrator or support team if access or data scope is unclear.

The exercise changes only your view. To keep a personal analysis, follow Save, share and read your dashboard.

About the examples: all screenshots use the English Metabase interface and English example questions. The first-use screenshots were captured in a separate Question Bank · English collection. Ask your administrator for the equivalent starter questions or use the English SQL definitions; folder names and data values can differ.


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