You can add workbook filters, canvas filters, selection steps and parameters to the workbook filter bar.

These items in the filter bar are generally the first level of filtering that you add to a workbook. You can then add other levels to fine tune the data, for example, add dashboard filters that allow consumers to select their own filter values, or add visualization filters that cascade selected values from one visualization to another.

Filters in the filter bar can be pinned (called workbook filters) to limit the data on all canvases in the workbook, or unpinned (called canvas filters) to limit the data on a single canvas. See Add Workbook and Canvas Filters.

Selection steps work slightly differently than filters in the filter bar, but they can also be pinned or unpinned. For more information, see About Selection Steps.

For information about using parameters in the filter bar, see Use a Parameter in the Filter Bar.

You can hide the items in the filter bar from consumers for a cleaner dashboard experience (see Show or Hide the Workbook Filter Bar in Present) or you can customize the level of interactivity you want your users to have with the filter bar (see Specify Workbook Filter Options in Present and Specify Canvas Filter Actions in Present).