Interactive Filters

Filters refine data based on selected criteria. You can choose specific fields or values to limit the information displayed in a visualization.

Filter Modals

The filter modal is the central component for defining filters. It allows you to set the scope, column, conditions, and values for filtering your data.

When opened, the filter modal displays the data columns of the selected dataset in the center area. You can define the dashboard filter’s scope using the dropdown in the bottom-left corner. To define filter criteria, select a column, then define its values and operands.

1. Selected column to filter - Change your selection by selecting the arrow on the right side to open the dropdown list of columns.
2. Operand for filtering - The default operand can vary depending on the selected column’s data type. A complete list of operands is available in the dropdown. The selected operand determines the layout of the next section.
3. Select All and Searchbox - Use the search box next to the Select All checkbox to search for specific values or add new ones. If Select All is checked, all values are selected, and new values cannot be added.
4. Available values for the selected column - For text columns with the EQUAL operand, a list of values is displayed. Scrolling through a long list loads more data.
5. Selected or excluded values - This section varies depending on the operand and the column’s data type.

When Select All is checked and the dataset is updated, new values are automatically added to the filter. For example, if you create a filter using the Countries column and check Select All, new values added to the Countries column will automatically be included in the filter.

If you uncheck some values, these unchecked values will appear in the filter modal as All Except: (value). In this case, new values will not be automatically included when the dataset is updated.

After you define your filter criteria, the Apply button at the bottom of the window is enabled. Selecting Apply creates a new filter, refining your data based on the selected criteria.

Tokens in Filters

Tokens provide additional flexibility by allowing dynamic values in filters. Typing {{ in any input box inside the filter dialog displays system tokens and aggregates of data columns. For example, you can create a filter to find records where the customer’s creditLimit is less than the average value of the creditLimit column.

Filter Panels

The filter panel on the right side of the screen displays and manages all filters applied to visuals in your workspace. This panel is also available in the Dashboard, Pixel-Perfect Report Builder, and various views within Datasets > Analyze.

Panel Options

1. Add Filter - Opens the filter modal to define filters.

2. Filter Panel Settings - Customizes the following:

   • Show panel in page view - Toggles the visibility of the filter panel in the end-user view.
   • Panel default view - Sets whether the filter panel is open or closed by default in the end-user view.
   • Scope - Configures the panel’s appearance, including scope icons or colors.

3. Options - Disables or deletes all filters through the options (three-dot) menu.

4. Collapse/Expand - Collapses or expands the filter panel.

   

Filters are grouped by scope. You can edit, disable, or delete filters within a scope using the options menu. The filter panel dynamically displays only the filters relevant to the selected component.

Filter Criteria

Depending on your analysis needs, you can use the underlying data or the aggregated data as the subject for filtering. For example:

• Examine the sales numbers for all products priced under $100.
• Examine states where total sales exceeded $50,000.

Filter On Dataset Columns

The default filter uses the raw value of a dataset column. This method is employed when you select a dataset column from the filter modal.

Filter On Aggregates

To set the filter on the aggregate value of the data, you need to create a chart that uses one or more aggregated pieces of data. As long as such aggregates exist, they display in the filter modal alongside the other columns, and can be selected for filtering.

You can identify an aggregated column on the filter’s modal by its column name with an aggregation operation in parentheses. In the following example, the count aggregate of the column 'Branch' has been selected to be filtered.

Filter Based On Relative Dates

To filter date-type columns, you can create the filter based on a variable date relative to an anchor date. For instance, if today’s date is 2/8/2021, and you need to see the data for the last ten months, instead of selecting the fixed date of 4/9/2020, you can select “last 10 months from today”. To initiate a relative date filter, select a date type column from your filter modal and select the “In” operator from the list of operators.

You can select a unit (Hour, Day, Week, Month, Quarter, Year) and direction (This, Next, Last). The other controls on the dialog can be removed or disabled based on these selections. Filters based on hours are only enabled if the date field contains time data.

Calendar and Rolling Date Ranges

If The Last or The Next is selected as the direction of the date filter, and the unit is set to anything but Hour or Day, the Calendar dates checkbox is enabled and defaults to checked, which applies a calendar-based approach to calculate filter date ranges.

A calendar-based approach calculates the date ranges, taking into account the start and end date of a calendar's period (week, month, year, and so on). For example, if today’s date is any day in 2021, “the last 2 years” are calculated as “the last 2 calendar years” (for example, 1/1/2020 through 12/31/2021), assuming that the Include starting date checkbox and Starting From anchor are left at their default checked and Current Date values.

If the Calendar dates checkbox is unchecked and the other controls remain at the same settings, the filter uses a 'rolling' date range calculation. The last two years are calculated relative to the anchor date and automatically shift forward without considering calendar periods. For example, if today’s date is 2/8/2021, the filter range is 2/8/2019 through 2/8/2021. Tomorrow, the range changes to 2/9/2019 through 2/9/2021.

Inclusive and Exclusive Date Ranges

If The Last or The Next is selected as the direction of the date filter, and the unit is set to anything but Hour or Day, the Include starting date checkbox is enabled and defaults to checked. This setting includes the selected date of the anchor in calculating the date range. For example, if today’s date is any day in 2021, “the last 2 years” includes 2021, resulting in 1/1/2020 through 12/31/2021. However, if the checkbox is unchecked - making the date range exclusive of the anchor date - the last 2 years used is 1/1/2019 through 12/31/2020.

Note: The Dates Selected label always displays the calculated date range based on the selected values for the controls.

Dates and Date Names

In some cases, you might need to filter by date names rather than dates:

• Find all data for the month of January, not January 2020.
• Find all data for “Q3” in general, not Q3 2021.

This can be accomplished by selecting items such as Quarter of Year or Month of Year in the date filter instead of Quarter or Month. This feature is enabled for date filters when using the Equals operator.

Edit Filters Directly in Charts

When any filters (other than hidden security filters) apply to a chart, the filter icon on the chart panel is highlighted with a dot, indicating that the chart data has been filtered. Creators and end users can view these filters in a small popup, by hovering on the chart’s filter icon.

Add a Filter

You can add a filter by selecting Add Filter from the side panel or adding it directly from the chart.

To add a new filter, pause your cursor over the filter icon and select the Add Filter link.

All filters added to the panel are displayed in the filter panel and the filter list in the charts.

Filters added from the pop-up use the Panel scope.

Edit or Delete a Filter

You can edit or delete a filter directly from the pop-up. From the options menu, select Edit or Delete.