(v24) Use The Filter Snippet Sidebar Menu

Use The Filter Snippet Sidebar Menu

This applies to: Visual Data Discovery

Use the filter snippet sidebar menu to:

• Define data settings for the filter snippet

• Define filter snippet settings

• Adjust widget settings for the filter snippet

To access the filter snippet sidebar menu, select Settings from the more menu (). The filter snippet sidebar opens.

Filter Snippet Sidebar Menus

If this is a new filter snippet, default settings are shown. If this is an existing filter snippet, current settings are shown.

Note: If you are editing a filter snippet that references unavailable sources or fields, an Unavailable message is shown in the affected drop-down. Select a new source or fields as needed.

Data Settings

Adjust the data settings for this filter snippet, then select Apply as needed to apply your changes to the filter snippet.

Setting	Description
Data Type	Select a data type to filter: Attribute, Time, Number or Hierarchy. If you select Time, you can set conditions for the time spans Between or Not Between in the widget itself if the display style is Range.
Operator	Select an operator to use: Attribute: Select Include or Exclude to include or exclude a value from the data. Select Contains to return only data that contains a specified value. Select Does Not Contain to return only data that does not return a specified value. Number: Select Include or Exclude to include or exclude a value from the data. Select Contains to return only data that contains a specified value. Time: Select Between or Not Between, then define the conditions for time spans in the widget itself. Hierarchy: Select Equals or Descendants Of or Includes, then select a value column.
Source	Select an available source to use. After you select a source, you can select an available field from that source to use as a Value Column for the filter, and a different Display Column if needed.
Value Column	Select an available field for the Value Column. Your users can filter the data in attached widgets using these values. If you prefer to use a different column as a Display Column, disable Use Value Column as Display Column. Note: If you have Filtered a field to prevent users from seeing or exporting this data, you must disable Use Value Column as Display Column to select the column, then select a Display Column. SeeFilter Data With Masked Fields.
Display Column	Select a different field than the Value Column to use as a display column for your users. Only visible when you disable Use Value Column as Display Column. Note: If you have Filtered a field to prevent users from seeing or exporting this data, you must disable Use Value Column as Display Column to select the column, then select a Display Column. SeeFilter Data With Masked Fields.
Granularity	Available for Time data types. Select an available option based on the granularity of the data provided.
Sort	Select an order to sort the filter values by. Available options depend on the selected data type. The column data used to sort is listed below the Sort heading. Attribute, Number, Hierarchy: Options include Alphabetical (A - Z) and Reverse Alphabetical (Z - A) Time: Options include Chronological and Reverse Chronological.

Filter Snippet Settings

Adjust the filter snippet settings in this work area. Save the dashboard to save your changes.

Setting	Description
Display Style	Select Fixed List to display all available selection items in a selection list. If you select Fixed List along with Single Number of Selections, users see a list of items and can select one. If you select Fixed List along with Multiple Number of Selections, users see a list of items and can select multiple. Select Dropdown List to display all available selection items in a drop-down list. If you select Dropdown List along with Single Number of Selections, users can filter or scroll through a list of items and can select one. If you select Dropdown List along with Multiple Number of Selections, users can filter, select, and scroll through a list of items and can select multiple values. Enable or disable the Hide "Add" Button toggle to control if users can add their own items.
Number of Selections	Specify whether only one or multiple data values can be selected in the filter snippet. Select Single to allow users to select only one data value; select Multiple to allow users to select more than one value. If you select Fixed List along with Single, users see a list of items and can select one value. If you select Dropdown List along with Single, users can filter or scroll through a list of items and can select one value. If you select Fixed List along with Multiple, users see a list of items and can select multiple values. If you select Dropdown List along with Multiple, users can filter, select, and scroll through a list of items and can select multiple values.
"No Selection" Label	Visible when the Single option for Number of Selections is selected. Enter text to display when no values have been selected. Default text is None.
Placeholder Text	Visible when both the Dropdown List and Multiple options are selected. Enter text to display in the Search field when no values have been selected. Default text is Search.
Filter Values On	Visible when the Multiple option for Number of Selections is selected. Select Change to apply the filter snippet to connected visuals as selections are made. Select Submit to apply the filter snippet to connected visuals when a user selects Submit.
Submit Button Text	Visible when the Submit option for Filter Values On is selected. Enter text to display for users to apply the filter snippet to connected visuals. Default text is Submit.

Filters

Apply or create filters in this work area. Save the dashboard to save your changes.

Setting	Description
Add Filter	Select to add a row level filter, group filter, or saved filter to this filter snippet.
Save Filters	After you've created one or more filters, select Save Filters to save and reuse in your environment.

Widget Settings

Adjust the widget settings for this filter snippet, then select Apply as needed to apply your changes to the filter snippet. Save the dashboard to save your changes.

Setting	Description
Display Name	The display name for this filter snippet. Change here or edit directly in the widget.
Description	An optional description for this filter snippet. Blank by default. Maximum 750 characters.
Header	Adjust the header behavior. The default setting is Show: display the header at all times. Default setting. Show on Hover: hide the header in Viewer mode unless users perform a hover action over the widget. Hide: completely hide the header from visibility in Viewer mode.
Position	Adjust the position of the widget content in the cell (widget footprint in the dashboard) to align vertically and horizontally as appropriate within the space. Select center, top, or bottom as needed.

Comments

If you have access to comments, manage them on this tab. See Manage Widget Comments.