Set up a filter interaction

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1. Overview

This article shows you how to set up a data visualization with a filter interaction so that when a data selection is made, other data visualizations on the same dashboard with compatible hierarchies can be automatically filtered to the same selection.

Related video: Drill Down and Custom Dashboard Actions

2. Create a dashboard

For this example, create a metric set and add it to a new dashboard in order to show OrderQty by Date in the form of a bar chart.

Next, create a second metric set and add it to the dashboard in order to show LineTotal by Date in the form of a table visualization.

Dashboard with two metric sets
Dashboard with two metric sets

Note that these two metric sets have compatible time hierarchies.

3. Set up the filter interaction

Right-click over the bar chart on the canvas and select Set Up Interactions.

Click Set Up Interactions
Click Set Up Interactions

From the submenu, select Filter.

Click Filter
Click Filter

The Set up a Filter dialog is displayed.

Set up a Filter dialog
Set up a Filter dialog

For this example, just leave the default settings in the dialog and click Submit. That's all you need in this case to set up the filter interaction because the two metric sets (or data visualizations) are using the same Date hierarchy. You can test the filter interaction by switching to View mode and clicking on the bar chart.

The next section is optional and shows you how this filtering was automatically configured by Dundas BI. You can follow along to get a better understanding of how it works.

3.1. Filter view parameter mapping

In the Dashboard Designer, click the Parameters window which is docked on the bottom by default. Look for a filter view parameter item and expand it. This is a view parameter that is connected to the Date hierarchy on the second metric set (table visualization). It was automatically generated when you clicked Submit in the Set up a Filter dialog.

Generated view parameter
Generated view parameter

Open the Set up a Filter dialog again and click Set up parameters.

Click Set up parameters
Click Set up parameters

In the Set Up Parameter Mappings dialog, you'll see that a filter view parameter mapping has already been set up.

Default filter view parameter mapping
Default filter view parameter mapping

Click the Edit icon for this mapping to see its details.

Edit the filter view parameter mapping
Edit the filter view parameter mapping

In the Source list, the OrderDate filter checkbox is selected to indicate that when a date hierarchy member is clicked on the bar chart, that hierarchy member will be passed to the filter view parameter in the Target list (which will then filter the table visualization). This filter view parameter is the generated one that appears in the Parameters window.

4. Test the interaction

Switch to View mode and click a data point (Year 2007) on the bar chart. You should see the table visualization filtered to the same time value.

Click a point on the bar chart to automatically filter the table
Click a point on the bar chart to automatically filter the table

5. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri