Create a Dashboard to Filter Across Datasets

In Qrvey, users can build dashboards that visualize data from multiple datasets while maintaining interactivity across all visualizations.

Overview

This guide explains how to create dashboards in Qrvey that use multiple datasets and allow users to filter across them.

Many organizations need to combine insights from different datasets (such as sales, customers, products, or marketing) to provide a complete analytical view. In Qrvey, users can build dashboards that visualize data from multiple datasets while maintaining interactivity across all visualizations.

This page describes how to create dashboards that reference multiple datasets and enable cross-dataset filtering, allowing end users to apply a single filter (for example, “Region” or “Customer ID”) and instantly update all visualizations connected to related datasets.

By the end of this guide, users will understand how to:

• Add multiple datasets to a single dashboard.
• Configure filters that apply across datasets using shared keys or common fields.
• Deliver a unified analytical experience where selections dynamically impact all relevant data sources.

Use Case

A retail company wants to build a dashboard showing:

• Dataset 1: Sales transactions (sales_dataset)
• Dataset 2: Customer details (customers_dataset)

The dashboard should allow filtering by region so that both sales and customer data respond together.

Before You Begin

To build a dashboard that uses multiple datasets, you should review Qrvey's dataset pages. In addition, you need the following to proceed:

• Access to Qrvey Composer with permissions to create datasets and dashboards.
• At least two datasets with a common field (such as Customer ID and Date).

Implementation

1. Prepare your datasets.

   a. From Qrvey Composer, go to the Datasets tab in your application.

   b. Identify a common field used by the datasets (for example, Customer_ID).

   c. Verify that field names and data types match.

2. Create or open a dashboard.

   a. Go to Dashboards.

   b. Select New Dashboard, or select an existing dashboard to edit.

   c. Add visualizations from both datasets.

3. Create Cross-Dataset filters.

   a. Add a Multi-Select list from Filter controls in the dashboard toolbar menu.

   b. From the Column dropdown in the Filter Configuration panel, select the target columns from each dataset.

   c. Test the new filter in Preview mode and verify that all visualization connected to different databases are updating correctly.

4. Test and validate your dashboard.

   a. Save and preview the dashboard.

   b. Apply multiple filters to ensure proper filtering flow.

   c. Validate with sample data.

Troubleshooting

The following table displays common issues encountered when setting up filters for multiple datasets and steps used to resolve them.

Issue	Cause	Solution
Cannot use filter controls.	Filter control not configured.	Review the Dashboard design and verify that the filter is linked to a column or columns.
Not all visualizations are filtered.	Column missing in the filter control or dataset.	Add the column to the dataset used for the visualization.

Best Practices

• Use consistent naming for key fields across datasets.
• For optimal performance, limit cross-dataset filters to act on three to five datasets.
• Use smaller datasets or aggregates when possible.