To customize or edit the filters in the sidebar, use the following steps:

  1. Make sure you are in Edit mode by selecting Edit in the top right of your Workbook.
  2. On the current filter, click the gear icon. If there are no filters, select Add Filter at the bottom right of your window.
  3. Select the measure.
  4. Select the grouping.
  5. Select the chart type.
  6. Select the number of groupings to display.
  7. Select whether to show labels or a legend.
  8. Click the x in the top right, and it will automatically save.


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