(v23) The Filters Sidebar

The Filters Sidebar

This applies to: Visual Data Discovery

Use the Filters sidebar to:

• Apply and remove filters on a visual or dashboard
• Review and save filters that are applied to a visual or dashboard
• Add, modify, and delete custom metrics
• Add, modify, and delete derived fields

You can't delete a custom metric if it is used by any visuals, materialized views, actions, or chart defaults.

Note: If you try to delete a visual, dashboard, dashboard link, source, or source field, Symphony displays an error message naming any objects dependent on the item you’re trying to delete. You can delete the item after you’ve removed the association from the dependent object.

Access the Filters sidebar

1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.

   • To access the visual filter sidebar, select its filter icon () or select Settings from the visual menu () and then select on the sidebar menu.
   • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals are from the same data source.

   The Filters sidebar appears showing any filters that have been applied.

When you first access the Filters sidebar, it shows the active (applied) filters, if there are any. Cross-visual filters that have been applied from same-source and cross-source links are listed separately from filters that are applied from the Filters sidebar.

If there aren't any applied filters, the visual filters sidebar shows three tabs: Row, Group, and Saved and the dashboard filters sidebar shows two tabs: Row and Saved.

You can add, review, and save filter sets using the Filters sidebar. See the following sections:

• Apply Row-Level Filters
• Apply Wildcard Filters to a Visual or Dashboard
• Apply Group Filters
• Maintain Saved Filters
• Use Keysets
• Remove a Filter from a Visual or Dashboard