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.
Getting started: Start with your ready-made questions
Start with a saved dashboard containing 01-05,01-08 and 01-02, with edit permission and access to the dropdown source question. The goal is to select one process and have every connected card show only that process.
Add the filter
Click the pencil Edit dashboard.
In the toolbar, open the funnel Add a filter or parameter. Choose Text or Category; if asked for a condition, choose Is.
In Filter settings → Label, enter Process. Keep Dropdown list.
Dashboard edit toolbar: funnel and Text or Category menu
Detail of the add-filter menu: choose Text or Category.
Open Add a filter or parameter beside the dashboard title.
Choose Text or Category in the menu below it.
Dashboard on the left and filter settings panel on the right
Detail of the settings panel on the right: filter type, operator and selection method.
The process filter appears above the dashboard while editing.
Its settings are in the panel on the right.
Right-hand filter settings: Label and Dropdown list
Set Label to Process; this display name does not connect any data by itself.
Keep Dropdown list.
Edit beside the dropdown will be used to set its available values.
Connect each card
On card 01-05, under Column to filter on, click Select… and select Process.
Repeat on 01-08, selecting its Process column.
Repeat on 01-02, selecting its Process column. You do not have to use Auto-connect; inspect all three mappings.
Card 01-05: Column to filter on selector
Open Select… under Column to filter on.
Choose Process, the Process column in the English example.
All three dashboard cards mapped to their Process column
01-05 is connected to Process.
01-08 is connected to Process.
01-02 is connected to Process.
Each card should show its question and mapped column instead of Select…. An unmapped card will ignore this filter.
Supply the dropdown values
The illustrated exercise uses question 01-05 so the selection matches the screenshots.01-05 covers NEW and IN_PROGRESS orders. A process with only frozen orders can appear in 01-02 but be absent from this dropdown. After the exercise, use 01-20 as described below to include those process names too.
In Filter settings, choose Edit beside Dropdown list.
In Selectable values, choose From another model or question, then Pick a model or question….
Search for 01-05 · Open orders by process. Choose the result marked in Question Bank · English, not its SQL source in Question sources.
For Column to supply the values, select Process. Confirm that question 01-05 and that column are displayed, then click Done at the bottom of the value dialog.
Selectable values: search and source-question results
Search for the exact question 01-05 title.
Choose the main Question Bank · English result, not its source copy.
Selectable values: choose the column that supplies process names
Open Column to supply the values.
Select Process.
Selectable values: selected source, column and Done
The illustrated source is question 01-05.
The value column is Process.
Click Done at the bottom right to return to filter settings.
Finish, save and test
In filter settings, choose A single value under People can pick and No default under Default value.
Click Done in the settings panel, then Save at the top of the dashboard.
Outside edit mode, open the Process filter and choose a value. If Add filter appears, click it to apply the selection. Wait for all three cards.01-05 should show only the selected process; every remaining row in 01-08 and 01-02 should belong to it.01-08 may be empty if nothing is overdue.
If another process exists, select it and check again. An unchanged count alone does not prove failure: all records might already match. With only one process, check every mapping; testing a second value requires another process.
Clear the selection using × or Clear beside the value and confirm the full results return. Reopen the saved dashboard and check the filter exists without an unintended fixed selection.
Filter settings panel: single value, no default and Done
Use a single selection for the first exercise.
No default opens without a fixed process.
Finish the panel with Done, then save the dashboard.
Include processes from frozen orders
Question 01-20 is the recommended broader value source for this open-order dashboard. It includes distinct nonblank process names from NEW, IN_PROGRESS and FROZEN orders. It is not a list of all workflow definitions in the organization.
Edit the dashboard and reopen the Process filter settings.
Choose Dropdown list → Edit → Pick a model or question.
Search for 01-20 · Open-order processes: filter values in Question Bank · English and select its Process column.
Choose Done and Save. Reopen, select a value and clear it again.
A process with only frozen orders can produce rows in 01-02 while 01-05 and 01-08 are empty. Missing or blank process names are not offered; clear the filter to see such orders.
More than one process or a date filter
To allow multiple processes, edit People can pick → Multiple values, save, test two selections and clear them. A label does not add a column.01-05 has no SKU or date output, so a SKU or date filter cannot be connected to every card in this example. Date filters on summarized weeks or months select whole result groups; they do not recalculate partial-day populations. See Choose a dashboard for your role for alternatives and Fix empty results and filters that do not respond if a card does not respond.
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.
Which date can you filter?
Questions | Date column | Meaning |
01-03 | Opening month | Groups by order creation; select complete months. |
01-04, 01-10 | Completion month | Groups by order completion. |
02-05 | Completion week | Weekly groups selected by the date representing the week. |
01-02, 01-08 | Due date | The order due date. |
04-01 | Report-start week | The time report starting date. |
01-05, 01-06, 02-07, 02-08 | No date column | A period filter cannot be mapped to the existing output. |
Question 01-20 in the main collection: the Process column supplies the dropdown values.
