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(v24)  Control Filter Dialog Values

  • Updated

Control Filter Dialog Values

This applies to: Visual Data Discovery

You can control the behavior of filter dialogs by data source. These controls are set on the Fields tab of the data source configuration.

  • For attribute fields, you can require your users to manually enter attribute values to include in the visual or dashboard, instead of letting them select values from a list. See Controlling Attribute Field Filters.

  • For number fields, you can specify the initial (default) minimum and maximum values available for selection as filters. See Controlling Number Field Filters.

  • For time fields, you can specify the initial (default) minimum and maximum dates and times for the filter or, when shown on the time bar, the initial (default) time range shown. You can change these settings by manipulating the filters and time bar on the visual. See Controlling Time Field Filters.

Controlling Attribute Field Filters

Control attribute field filters

  1. Edit the data source configuration for which you want to control attribute field filters. See Edit a Data Source .

  2. Select the Fields tab in the data source work area.

  3. Locate the attribute field in the field table on the Fields tab.

  4. Select (check) Only Allow Custom Values in the sidebar menu.

  5. When your changes are complete, select Save.

To test this, create a new dashboard visual or filter snippet using the data source. Then filter the data on the visual by the attribute. You will be required to manually enter values to filter. The following example Filters sidebar requests that the user manually add at least one value of the Category field for the filter:

Use to select values, wildcard, or keyset filter information

Add a value

  1. Select Include or Exclude using the drop-down menu in the Operator box.

  2. Type a value into the search box and select add icon. Be sure to specify the values using the proper sentence case. For example, if the values are stored in lowercase letters only, but you enter a value with starting a capital letter, the search will not work.

    Enter a value, such as rings, to add

  3. The value is added to the list of selected values.

    Review your included values, deselect or remove if needed

  4. When you are finished setting your filter values, select Continue and examine your updates. If they are correct, select Apply.

    For more information about setting attribute filters, see Set an Attribute Filter.

Controlling Number Field Filters

Control number field filters

  1. Edit the data source configuration for which you want to control number field filters. See Edit a Data Source ..

  2. Select the Fields tab in the data source creation work area.

  3. Locate the number field in the field table on the Fields tab.

  4. Select to enable Custom Range in the sidebar menu.

  5. Specify minimum and maximum values for the filter ranges for the field. You can type the numbers directly in the From and To boxes or use the arrows in the boxes to increment and decrement the values. Custom range values can be numbers or numbers with scientific notation.

  6. Select Save to apply the custom filter range.

Note: If a Custom Range has been defined for a field, the minimum and maximum fields used in filters remain unchanged when you refresh source data. These fields are shown with cache actions disabled on the Cache tab.

To test this, create a new dashboard visual or filter snippet using the data source. Then filter the data by the number field you specified a custom range for. The values show as default in the filter are the custom range you specified in the data source configuration.

Define your range of values here

When you are finished setting your filter values, select Continue and examine your updates. If they are correct, select Apply.

For more information about setting numeric filters, see Set a Numeric Field Filter.

Controlling Time Field Filters

Control the default time field filter and time bar ranges

  1. Edit the data source configuration for which you want to control time field filters. See Edit a Data Source .

  2. Select the Fields tab in the data source configuration.

  3. Locate the time field in the field table on the Fields tab.

  4. Select to enable Custom Range in the sidebar menu.

  5. Specify minimum and maximum values for the filter ranges for the time field in the From and To boxes.

    Select the value in the From or To time fields to select a new date and time in the resulting calendar pop-up.

    select a date and time for your filter

  6. Select Save to apply the custom filter range.

Note: If a Custom Range has been defined for a field, the minimum and maximum fields used in filters remain unchanged when you refresh source data. These fields are shown with cache actions disabled on the Cache tab.

To test this, create a new dashboard visual or filter snippet using the data source. Then filter the data by the time field. The values you can select for the filter are restricted to the custom range you specified in the data source configuration. For more information about specifying time filters, see Set a Time Field Filter.

Set the start and end time of your data set for this filter

When you are finished setting your filter values, select Continue and examine your updates. If they are correct, select Apply.

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