Adding filters

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1. Overview

Filters can be added to your dashboard or view to allow you to easily see and change the current filtering while viewing. All user types can add filters when editing, and can connect them to multiple visualizations to filter them at the same time.

There are a variety of filter types available for different types of data, offering different ways to interact with the filters.

2. Types of filters

Filters can be added to filter the data directly by some values, or to filter in other ways:

3. Adding a filter

Filters can be added when editing a dashboard or other views such as reports.

To automatically add the most common type of filter for your data, simply select a visualization displaying data that you want to filter, choose Filter from the toolbar, and then Smart.

Smart filter option
Smart filter option

You can repeat this step for the same visualization to keep adding filters for other hierarchies or measures, and then delete any you don't want.

If you know what type of filter you want to add, you can choose that instead from the filters menu.

To interact with the filter directly, click View in the toolbar. (In a report or scorecard, open the filter bar using the Change Filters button in the toolbar.)

4. Connecting filters

When a new filter is added, the Filter Visualizations panel appears, allowing you to choose which data under which visualizations should be affected by this filter. You can connect to more than one visualization if they are displaying hierarchy values that are compatible, even if they come from different data sources.

Filter Visualizations panel
Filter Visualizations panel

To re-open this panel later, select the filter and choose Connect Filters in the toolbar.

Connect Filters in the toolbar
Connect Filters in the toolbar

If a visualization was selected when you added the filter, one of its hierarchies or measures will be checked automatically.

To change it, un-check it first and then check the hierarchy or measure you want. (When an item is checked, other items may be hidden if they have an incompatible data type.)

You can set the default value for the filter in this panel, which is the filter setting that will take effect for each viewer until they change it.

5. Dependent filters

You can create a dependency between filters if you want one filter to determine what values can be chosen in another filter.

Note
This functionality is available only when the hierarchies belong to the same data cube, and does not work with bridge parameters or OLAP data.

In the Filter Visualizations panel, click Dependent Filters.

Click Dependent Filters
Click Dependent Filters

Check the checkbox next to whatever filter should be "filtered" by this one.

Select the dependent filter
Select the dependent filter

Click View in the toolbar, and change this filter to a subset of the available data. Observe that the dependent filter now offers only a subset of options.

The available size options determined by the selected category
The available size options determined by the selected category

6. Parameters

In the Filter Visualizations panel described above, notice that it mentions a view parameter. View parameters connect filter values with the visualizations on your view (e.g., dashboard).

A view parameter is created automatically for the filter when you add it, and is opened for editing automatically in the Filter Visualizations panel. You can also find this parameter in the Parameters window, normally located at the bottom of the screen when editing.

Parameters window showing the view parameters for two filters
Parameters window showing the view parameters for two filters

View parameters are also used for interactions, such as when a filter interaction is set up. See Using interactions for more details.

If the filter placed on the dashboard and an interaction are connected to the same view parameter, the filter can automatically update when a value in the visualization is clicked, triggering the filter interaction.

If you want to change what view parameter a filter is connected to, click the Parameters button in the Filter Visualizations panel.

Click Parameters
Click Parameters

Here you can select which view parameter should be changed by this filter. To ensure the filter also updates itself automatically when the view parameter changes a different way, such as through a filter interaction, choose just one view parameter.

Choose a filter's view parameter
Choose a filter's view parameter

To return to the view parameter's details normally shown in the Filter Visualizations panel, choose Edit from the panel's toolbar or the view parameter's context menu (right-click menu).

7. Tokens

Most filters allow you to choose from a list of options besides the data source values, called tokens. The token menu can be accessed from the triangle-shaped button to the right of the filter.

Token menu
Token menu

The most common is the All token, which is what is often selected by default, and represents all possible data source values, or no filtering.

Date and calendar filters offer a wide variety of common relative time tokens that can automatically change over time while being set only once, for example Year to date. When using a range filter with From and To inputs, each token menu may contain different options.

Some of the relative time tokens available under <em>To</em>
Some of the relative time tokens available under To

When the relative time tokens don't provide what you need, choose Advanced... at the bottom of the tokens menu, choose one of the existing tokens, and then an offset. For example, Today offset by 1 represents tomorrow, while Current month offset by -3 represents three months ago.

You can also create your own tokens:

    • For time dimensions or date/time data, create Relative Time tokens by choosing a time dimension level such as Month and an offset, and assigning a name
    • Assign a name to a set of values selected in a filter to create a Named Set token to reuse later
    • You can create a Script token to use in the token menu for any type of filter or data

See Creating custom tokens for more details.

8. Customizing filters

You may want to change the label displayed above the filter. Choose Edit Label Text (or Edit Start Label Text, etc.) in the toolbar to type in a new label.

Edit the filter label text
Edit the filter label text

Users with access to the Properties window can customize filters further. Some common properties:

    • Use the Shown Tokens property on most filter controls to restrict the tokens available from the token menu. To hide the token menu completely, check the Hide Token Menu property in the Look tab.
      Hidden token menu
      Hidden token menu
    • Use the Shown Members property of a hierarchy member value filter to restrict the values that can be chosen.
    • Un-check the Show Checkboxes property of a hierarchy member value filter to allow only a single value to be selected.
    • In filters that display hierarchy members, check the Hide 'All' Item property in the Look tab to hide the hierarchy's own 'All' member, which is separate from the All token.
      Hidden All member
      Hidden All member
    • Filters with multiple fields such as Calendar Range and Cascading can be laid out vertically rather than horizontally by checking Vertical Layout in the Layout tab.
      Calendar range filter with vertical layout
      Calendar range filter with vertical layout
    • Date/time filters can allow time of day to be entered if the Time Granularity property is set to a unit of time. Choose the smallest unit of time that you want to be able to enter.
      Setting hour, minute and second on a desktop
      Setting hour, minute and second on a desktop
      Note
      The granularity may be limited by some touch devices. For example, seconds may be unavailable.

9. See also

Dundas Data Visualization, Inc.
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