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How to Apply a Global Filter Across Your PowerPoint Report?

How to Apply a Global Filter Across Your PowerPoint Report?

In the "How to Filter Chart Data" section, you learned how to apply filters to individual charts using Chart Maker – ideal when each chart requires a unique view. But what if you need to apply the same filter to multiple charts or across your entire presentation?

Instead of manually updating each slide one by one, Chartrics allows you to apply a Global Filter – automatically filtering multiple charts created from the same dataset, all at once.

When to Use It?

Let’s say you've built a report showing data for an entire region, and now your client needs a version for each individual city. Instead of duplicating and re-filtering each slide manually, you can apply a Global Filter based on the “City” variable – and Chartrics will instantly update the selected slides with city-specific data.

*Note: The Global Filter applies only to charts that are built from the same dataset.

How to Apply a Global Filter?

This feature is especially useful for generating client-specific versions of the same report, creating region-based dashboards, or batch customizing insights for different audiences – all while keeping your data linked and formatting intact.

To apply a Global Filter in Chartrics:

In PowerPoint:
  • Go to the Chartrics tab
  • Click the Global Actions drop-down 
  • Select Global Filter
In the Global Filter dialog:
  • Click Add Filter
  • Select the Dataset, then choose the Filter Variable
  • Pick the Categories you want to filter by (e.g., specific cities)
  • Select the Slides you want to apply the filter to
  • Click Apply – all selected slides will instantly update with the filtered data
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