Design tips for parameters and filters


1. Overview

A collection of design tips and brief how-tos for using parameters and adding filters in Dundas BI.

2. Expose parameters

When adding the first filter visualization to the dashboard, the Filter Visualizations panel automatically connects to the first compatible parameter, and all parameters of the same type and with the same unique name. This behavior filters out parameters that are not compatible with the automatic selection, which you may be interested in using. To expose parameters that have been filtered this way, simply uncheck all of the parameters in the Filter Visualizations panel.

This behavior applies to the first filter on the dashboard and Smart filters. Subsequent manually selected filters do not auto-select a parameter, in which case all parameters are exposed right away.

3. Edit label text

Single and range filter controls display a label which you can edit in-place via the toolbar or context menu instead of using the Properties window. Just select the filter control on the canvas, go to the toolbar, and click Edit Label Text to begin editing the text in-place.

Click Edit Label Text for this member filter
Click Edit Label Text for this member filter

For range filters, click Edit Start Label Text or Edit End Label Text to change the From/To text, respectively.

Change label text for a calendar range filter
Change label text for a calendar range filter

This option is not available for Cascading Member or Time Lag filters because these controls do not have options for changing label text to begin with.

4. Vertical layout

By default, all filter controls except the Checkbox List are displayed with a horizontal layout.

But for some filters such as a Calendar Range, you may want to display its From and To boxes vertically instead of horizontally. You can do this using the Vertical Layout property under Layout Properties.

When using a vertical layout, the filter control will not expand vertically to fit its container (whereas it will expand horizontally when using a horizontal layout).

Calendar Range filter with vertical layout
Calendar Range filter with vertical layout

Other filters that have this vertical layout option include: Range Date, Member Range, Cascading Member, Range Number, and Checkbox List.

5. Time granularity

Date/Time parameters default to accept only date values. You can choose to include time values in the parameter by indicating the lowest Time Granularity.

Select the filter control and open the Main Properties tab. Under Options, use the Time Granularity drop-down to select the lowest level.

Select the lowest time granularity
Select the lowest time granularity

Switch to View mode and open the Date/Time picker. You can now include the time down to the indicated granularity.

Open the Date/Time picker in View mode
Open the Date/Time picker in View mode

Touch devices and browsers may limit the available granularity for certain browsers. For example, Chrome will not show the seconds granularity.

6. 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