Filter Data

You can use filters to find and display data on your dashboard visuals quickly.

• To filter on attributes in your data, use row-level filters. These filters can be saved, reused, or shared with others in your environment.
• Cross-visual filters are filters that are created from same-source and cross-source link fields. Visuals publish links to share with other visuals on the same dashboard and subscribe to links that are shared with them by other visuals. When a filter is created using the context menu from a link field, it becomes a cross-visual filter and is applied to all visuals that subscribe to the link, except the visual that created the filter.
• Wildcard filters can also be used to filter the data on your dashboard visuals. Wildcard filters are row-level filters that allow you to filter and analyze the data in a visual that matches specific combinations of character patterns.
• To filter on metrics and custom metrics, use aggregates, known as group filters. For more information about group filters.
• You can restrict the data available to specific user groups using data source row security filters.

Row-level and group filters can be combined on a visual to provide the detail you need.

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

When multiple values are specified for a single filter, the values are processed using OR processing. The records in the visual need only meet one of the filter value criteria to be selected for processing by the filter. However, when multiple filters are specified for a visual, AND processing is used. Records in the visual must meet all filter criteria to be selected for the visual.

Controls for filter use by end users are provided using the interactivity sidebar.

Apply Row-Level Filters

You can apply row-level filters and saved filters for the data in a visual. When all the visuals in a dashboard use data from the same data source, you can apply row-level and saved filters for the data in all the visuals on the dashboard.

Apply a Row-Level Filter to a Dashboard

When all the visuals in a dashboard use data from the same data source, you can apply row-level filters to the data on all the visuals in the dashboard. When more than one filter is applied to a visual (either via a dashboard filter or via the specific visual), the filter conditions are ANDed. In other words, both filter conditions must be met for the data to appear in the visual.

To apply a row-level filter to a dashboard:

1. Select the filter icon () on the dashboard (to the left of the dashboard title). The dashboard-level filter icon is available only when all the visuals are from the same data source.

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

Two tabs are available on the Dashboard Filters sidebar, allowing you to create a row-level filter or a saved filter. If these tabs do not appear, select Add Filter to see them.

Tab	Description
Row	The Row tab allows you to create a row-level filter, as described in the rest of this topic.
Saved	The Saved tab shows saved filters that you can apply to the dashboard or visual.

2. Select the Row tab and then select the filter attribute, number, or time field you want to use from the list. The process of creating a row-level filter varies based on the type of field you select.

• If you select an attribute field
• If you select a numeric field
• If you select a time field

3. After the filter specifics have been defined, select Continue. The filter is applied to all the visuals in the dashboard. Note that a number appears in a green circle next to the filter icon on the visuals to which the filter has been applied. The number represents the number of filters applied to the visual. After confirming your changes, select Apply.

Apply a Row-Level Filter to a Visual

You can apply row-level filters for the data in a visual. When more than one filter is applied to a visual (either via the visual itself or via a dashboard filter), the filter conditions are ANDed. In other words, both filter conditions must be met for the data to appear in the visual.

To apply a row-level filter to a visual:

1. Select the filter icon () on the visual or select  on the sidebar menu. If the visual is in a dashboard, select Settings from the visual menu (), then select  on the sidebar menu.

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

2. Three tabs appear on the Filters sidebar, allowing you to create a row-level filter, a group filter, or a saved filter. If these tabs do not appear, select Add Filter to see them.

Tab	Description
Row	The Row tab allows you to create a row-level filter, as described in the rest of this topic.
Group	The Group tab allows you to create and use a group filter. If you are using a KPI, raw data, histogram, or map markers visual, the Group tab is not available because all filters on these visuals are row-level filters.
Saved	The Saved tab shows saved filters that you can apply to the dashboard or visual.

3. Select the Row tab and then select the filter attribute, number, or time field you want to use from the list. The process of creating a row-level filter varies based on the type of field you select.

• If you select an attribute field, see Set an Attribute Filter.
• If you select a numeric field, see Set a Numeric Field Filter.
• If you select a time field, see Set a Time Field Filter.

4. After the filter specifics have been defined, select Continue. The filter is applied to the selected (active) visual. Note that a number appears in a green circle next to the filter icon on the visuals to which the filter has been applied. The number represents the number of filters applied to the visual.

To view the filters applied to a visual, see Viewing the Applied Filters for a Visual.

Example

Suppose you want to learn what the planned sales are for different product categories for male customers in San Francisco. You might apply a series of row-level filters using the following steps.

1. On your sales visual, select Group (x-axis) and then select Product Category from the list. The visual data is grouped by product category purchases.
2. On your sales visual, select Planned Sales for the Metric (y-axis). Your visual might look like this:
   
3. Select the filter icon () on the visual.
4. Select Add Filter, then on the Row tab, select City.
5. On the next page, select the Value tab and ensure Include is selected on the tab. Then locate and select San Francisco from the list of available attribute values.
6. Select Continue, then Apply. Your filter is now displayed on the Filters sidebar and is applied to your visual. The visual shows all planned purchases in San Francisco by category.
7. In the Filters sidebar, select Add Filter again.
8. Select the Gender attribute on the Row tab.
9. On the next page, select the Value tab and ensure Include is selected. Then select Male from the list of available attribute values.
10. Select Continue, then Apply. The Filters sidebar shows both filters you have applied to your visual. The visual shows all planned purchases in San Francisco by men. The purchases are grouped by category and might look like this:
    
11. Filters are not saved automatically. To save your filter, select Save Filters on the Filters sidebar. The Save Filter Set dialog appears.
    
    
    Enter a name for the saved filter and, optionally, a description. If you want to share your filter, slide the Share Filter Set switch on (to the right). This shares the filter with other users when they view dashboards created using that same source.