Set an Attribute Filter
This applies to: Visual Data Discovery
You can filter data by the values in an attribute field.
Set a Filter in a Visual or Dashboard
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Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
To access the filter sidebar, select its filter icon
or select Settings from the Show More menu (
) and then select the filter
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 opens, showing currently applied filters, if any.
Select Add Filter. An Add Filter work area opens to the Row tab, and includes Group and Saved tabs.
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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 or visual. See Maintain Saved Filters.
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On the Row tab, select the filter attribute you want to use from the list of available attributes. A Select Values work area opens that you can use to select values and define this filter's specifics. See the table below for available options.
Tab Description Value The Value tab allows you to select:
A filter operator (Include or Exclude, depending on whether you want to include or exclude the value from the data).
An optional custom value. To create and select a custom value, enter the value in the Customize field and select Add. Your custom field is added and selected in the list of possible values. To remove the custom value, uncheck it in the list of possible values. It is removed from the filter and from the list of possible values for the filter.
One or more values from the list of available values for the attribute you selected. To select all values, select Select All.
Use the search bar to quickly find a value. You can type the name of the value in the Search bar (or characters in the value name) to limit the list of values. A maximum of 1000 values are listed. If no values are listed or if you cannot find your value, type the exact name of the value (as stored in your data) into the Search bar and select the add icon
to select it. This will force your instance to use this value when sending the query to the data store.
Wildcard The Wildcard tab allows you to specify a wildcard filter for the attribute. See Apply Wildcard Filters to a Visual, Filter Snippet, or Dashboard.
Keyset The Keyset tab allows you to select a keyset filter for the attribute. See Use Keysets for instructions on using keysets in a filter. Note: You can also select the add iconto 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.
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After you have defined the filter specifics, select Continue. After confirming your changes, select Apply.
Filters you create at the dashboard level are applied to all the visuals in the dashboard that use that source.
Filters you create at the visual level apply only to the selected (active) visual.
Note: Optionally, nest multiple filters for more targeted filtering results. Select Nest Filters, then link multiple filters using AND
and OR
filtering.
Additional Attribute Filters in a Filter Snippet
When you create a new filter snippet, you define the initial data type, operator, data source, and value column to use in Data Settings. You can add additional filters, including nested filters, as needed.
Open your existing filter snippet.
Select the Filters option from the Filter Snippet sidebar.
Select Add Filter. An Add Filter work area opens to the Row tab, and includes Group and Saved tabs.
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Select or create a field to filter from available options on the Row or Group tab.
Select an existing available field from Attribute, Number, Time, or Hierarchy and define appropriate options to use.
Alternatively, elect the add icon to add a derived field or custom metric, and define appropriate options to use.
After you have defined the filter specifics, select Continue. After confirming your changes, select Apply.
Note: Optionally, nest multiple filters for more targeted filtering results. Select Nest Filters, then link multiple filters using AND
and OR
filtering.
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