You can use a metric to filter the data that is displayed on a sheet, by creating a metric filter. A filter on a sheet filters the data in all the visualizations and also in any dataset objects displayed in text fields on the sheet. (A sheet is a layer of data, filtered independently of other sheets on the dashboard; for background information, see Adding, modifying, and deleting sheets in a dashboard.)
You can filter data on a sheet by:
Specifying a value to compare metric values to.
Choosing values from a slider to compare metric values to.
For example, a sheet contains a grid that displays revenue and profit data by geographical region and employee. Create a metric filter that compares revenue values to a specific value, and another metric filter that displays the profit values for you to choose from.
In the Filters panel, for the Revenue filter, you can then choose the operator (in this example, Greater than) and type the value to compare to (in this example, 1,000,000).
In the Filters panel, for the Profit filter, you can move the endpoints of the slider to choose the range of values to display (in this example, 225,000 to 400,000).
In the grid, only employees with both revenue greater than $1,000,000 and profit between $225,000 and $400,000 are displayed.
You can choose to filter the metric based on:
The metric values. For example, you can display data only for employees with revenue data greater than or equal to $1,000,000, as in the example above. For steps, see To create a metric filter that filters on metric values.
The metric’s ranking. For example, you can display data only for the top five most profitable employees, as shown below. For steps, see To create a metric filter that filters on metric rank.
The metric filter applies to the sheet that it was created on, and any pages that the sheet contains. The filter is not applied to any other sheets that the dashboard contains. If the sheet in the example above contained other visualizations, the metric filter would filter those visualizations as well. For an example of a filter applied to multiple visualizations in the same sheet, see Adding, modifying, and deleting sheets in a dashboard.
A metric filter calculates the metric for the attributes in the sheet’s visualizations. The grid used in the examples above contains geographical region and employee data, so the metrics are calculated for each employee, not each region. The metric filter shown above displays the top five profit values, calculated by employee. If you want to display the top five most profitable regions, create a metric filter that ranks the values of an attribute. For steps, see Creating a metric filter that ranks the values of an attribute.
You must have Edit Dashboard and Run Dashboard privileges.
To create a metric filter that filters on metric values:
Click the name of the dashboard to run it.
Click the tab of the sheet to add the filter to.
From the Datasets panel, click the metric to use to filter data, and drag it onto the Filters panel. You can place the metric before or after any filters already displayed in the panel. The filter is added to the Filters panel and is automatically named for the selected metric.
If the Datasets panel is not displayed, from the View menu, select Datasets Panel.
If the Filters
panel is not displayed, from the View
menu, ensure that Filters Panel
is selected. If the Filters panel is hidden behind another panel,
click the Filters icon 
to display
the Filters panel.
In the Filters panel, hover the cursor over the name of the filter that you just added, click the arrow icon, and select Qualify on Value. For example, you can display data only for stores with profit data greater than or equal to $100,000.
Select one of the following:
To filter data by comparing metric values to a number that you specify, complete the following steps. For example, you can display data only for stores with profits greater than or equal to $100,000.
On the Filters panel, hover the cursor over the name of the filter that you just added, then click the arrow icon. Point to Display Style and select Qualification.
Click Greater than or equal to. From the drop-down list, select the operator to use to compare data, such as Less Than or Equals. When you use the filter, you can change the operator to display a different set of data in the sheet.
In the field, type the value to use to filter data, then press ENTER. When you use the filter, you can change the value to display a different set of data in the sheet.
To filter data by choosing values on a slider, complete the following steps. For example, you can display data for stores with profits between $50,000 and $100,000.
On the Filters panel, hover the cursor over the name of the filter that you just added, then click the arrow icon. Point to Display Style and select Slider.
Click and drag the endpoints of the slider to cover the range of values for which you want to filter data. When you use the filter, you can change the value range to display a different set of data in the sheet.
You can choose to include or exclude data using the values selected in the slider. Hover the cursor over the filter name, click the arrow icon, and select one of the following:
To display data for the metric values selected in the slider, select Include.
To display data for all metric values except the values selected in the slider, select Exclude.
By default, as you make choices in the Filters panel, data is updated automatically in the sheet. You can change this behavior so that you control when the update occurs, by disabling automatic apply. When automatic apply is disabled, you click Apply in the Filters panel to update the sheet with the filter changes. For steps, see Applying filter changes individually or all at once.
To create a metric filter that filters on metric rank:
Click the name of the dashboard to run it.
Click the tab of the sheet to filter.
From the Datasets panel, click the metric to use to filter data, and drag it onto the Filters panel. You can place the metric before or after any filters already displayed in the panel. The filter is added to the Filters panel and is automatically named for the selected metric.
If the Datasets panel is not displayed, from the View menu, select Datasets Panel.
If the Filters
panel is not displayed, from the View
menu, ensure that Filters Panel
is selected. If the Filters panel is hidden behind another panel,
click the Filters icon to display
the Filters panel.
In the Filters panel, hover the cursor over the name of the filter that you just added, click the arrow icon, and select Rank.
From the drop-down list at the top of the filter, select one of the following:
To assign a numeric rank to the metric values, where a rank of one is assigned to the highest metric value, and then filter by rank, select Highest. For example, you can display data for the ten employees with the longest tenure in years.
To assign a numeric rank to the metric values, where a rank of one is assigned to the lowest metric value, and then filter by rank, select Lowest. For example, you can display data for the ten stores with the lowest costs.
To filter by the top n% of metric values, select Highest %. For example, if eight items are displayed in a visualization, Rank % Highest = 25 displays the top two items.
To filter by the bottom n% of metric values, select Lowest %. For example, if eight items are displayed in a visualization, Rank % Lowest = 25 displays the bottom two items.
Select one of the following:
To filter data by comparing metric rank to a number that you specify, complete the following steps. For example, you can display data for the top 10 most profitable stores.
In the Filters panel, hover the cursor over the name of the filter that you just added, then click the arrow icon. Point to Display Style and select Qualification.
In the field, type the rank value to use to filter data, then press ENTER. When you use the filter, you can change the rank value to display a different set of data in the sheet.
To filter data by choosing rank values on a slider, complete the following steps. For example, you can display data for stores with a profit rank between 10 and 25.
In the Filters panel, hover the cursor over the name of the filter that you just added, then click the arrow icon. Point to Display Style and select Slider.
Click and drag the endpoints of the slider to cover the range of values for which you want to filter data. When you use the filter, you can change the range to display a different set of data in the sheet.
You can choose to include or exclude data using the values selected in the slider. Hover the cursor over the filter name, click the arrow icon, and select one of the following:
To display data in the dashboard only for metric values selected in the slider, select Include.
To display data in the dashboard for all metric values except the values selected in the slider, select Exclude.
By default, as you make choices in the Filters panel, data is updated automatically in the sheet. You can change this behavior so that you control when the update occurs, by disabling automatic apply. When automatic apply is disabled, you click Apply in the Filters panel to update the sheet with the filter choices. For steps, see Applying filter changes individually or all at once.
Creating filters for a sheet of data
Adding, modifying, and deleting sheets in a dashboard
_____________________________
Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
Legal Notices