(v24) Apply Wildcard Filters to a Visual, Filter Snippet, or Dashboard

Apply Wildcard Filters to a Visual, Filter Snippet, or Dashboard

This applies to: Visual Data Discovery

Wildcard filters are row-level filters you can use to filter the data on your dashboard visuals or filter snippets. Wildcard filters allow you to filter and analyze the data that matches specific combinations of character patterns.

Note: When working with multiple filter types on the same visual, row-level filters (including wildcard filters) are applied first to a visual, keyset filters are applied second, and group filters are applied last on the aggregated result set.

Many connectors support wildcard filters, but support for case-sensitivity in wildcard filters varies depending on the connector's data store.

Support for this feature by connector is shown in the following table.

Key:Y - Supported; N - Not Supported; N/A - not applicable

Connector	Supported?
Amazon Redshift	Y
Amazon S3	Y
Apache Drill	Y
Apache Phoenix	Y
Apache Phoenix Query Server (QS)	Y
Apache Solr	Y
BigQuery	Y
Cloudera Impala	Y
Cloudera Search	Y
Couchbase	Y
Dremio	Y
Elasticsearch 7.0	Y
Elasticsearch 8.0	Y
File Upload	Y
HDFS	Y
Hive	Y
Jira	Y
MemSQL	Y
Microsoft SQL Server	Y
MongoDB	Y
MySQL	Y
Oracle	Y
PostgreSQL	Y
Python	Y
Real Time Sales	Y
Salesforce	Y
SAP Hana	Y
SAP S/4HANA	N
SAP IQ	Y
Spark SQL	Y
Snowflake	Y
Teradata	Y
TIBCO DV	Y
Trino	Y
File Upload (Upload API)	Y
Vertica	Y

See Wildcard Case-Insensitive Filters and Wildcard Case-Sensitive Filters to determine whether case-insensitive or case-sensitive wildcards are supported.

Apply a wildcard filter

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

   • To access the filter sidebar, select its filter icon () or select Settings from the 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.

2. Select the Row tab. If the style of your visual is an arc gauge, KPI chart, table (raw data), histogram, or map markers chart, the Group tab is available, but you cannot create a group filter because all filters for these visual styles are row-level filters. If you are using the dashboard filters sidebar, the Group tab is not available.

   The Saved tab shows saved filters that you can apply to a dashboard, visual, or filter snippet. See Maintain Saved Filters.

3. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with three tabs appears in the Filters sidebar.

   • The Value tab allows you to select a filter value for the attribute. See Apply Row-Level Filters for instructions on using a regular row-level filter.
   • The Wildcard tab allows you to specify a wildcard filter for the attribute. Continue following the steps in these instructions.
   • The Keyset tab allows you to select a keyset filter for the attribute. See Use Keysets for instructions on using keysets in a filter.

   You can also select to access the Derived Field Editor or the Custom Metrics Editor to create or modify derived fields and custom metrics to be used as filters. See Access the Derived Field Editor from the Filters Sidebar and Access the Custom Metrics Editor from the Filters Sidebar.

4. Select the Wildcard tab to create a row-level wildcard filter.

5. Select an operator from the drop-down menu for the Operator box on the Wildcard tab.

   Operator	Data is included in the visual...
   Contains	When the data in the filter attribute you selected contains the wildcard string you will specify in the next step.
   Does Not Contain	When the data in the filter attribute you selected does not contain the wildcard string you will specify in the next step.
   Begins With	When the data in the filter attribute you selected begins with the wildcard string you will specify in the next step.
   Does Not Begin With	When the data in the filter attribute you selected does not begin with the wildcard string you will specify in the next step.
   Ends With	When the data in the filter attribute you selected ends with the wildcard string you will specify in the next step.
   Does Not End With	When the data in the filter attribute you selected does not end with the wildcard string you will specify in the next step.

6. In the Value box, type a string of characters that represents the wildcard string for the filter. Data is included in the visual when the data in the filter field meets the condition set by this operator and the wildcard string you specify.

7. By default the Case Sensitive slider is on (selected). When this option is selected, the wildcard filter includes data in the visual only if the filter attribute data exactly matches both the value of the wildcard string and the case of the wildcard string value. Slide the option off if you do not care if the visual data exactly matches the case of the wildcard string.

8. If you want to specify another wildcard value, select next to the Values title on the Wildcard tab. Then repeat Steps 5-7 above for the new wildcard value. Multiple wildcard values are treated as OR operations. A record can meet the filter criteria specified by any of the wildcard values to be selected for filter processing.

9. Select Apply. If you create the filter at the dashboard level, it is applied to all the visuals in the dashboard. Otherwise, it is applied only to the selected (active) visual.

10. Optionally, repeat these steps to apply additional filters to the visual or dashboard.

See Remove a Filter from a Visual, Filter Snippet or Dashboard for information on removing a wildcard filter from a visual or dashboard.