Creating an attribute filter for a sheet

You can select attribute values to filter the data that is displayed on a sheet, by creating an attribute 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.)

For example, a sheet contains a grid that displays revenue and profit data by geographical region and employee. Create a filter on region. In the Filter panel, you can then select the region or regions to display.

The 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 attribute filter would filter those visualizations too. For an example of a filter applied to multiple visualizations in the same sheet, see Adding, modifying, and deleting sheets in a dashboard.

Prerequisite

You must have Edit Dashboard and Run Dashboard privileges.

To create an attribute filter:

  1. Click the name of the dashboard to run it.

  2. Click the tab of the sheet to filter.

  3. From the Datasets panel, click the attribute you want to use to filter data, and drag it onto the Filters panel. You can place the attribute before or after any filters already displayed in the panel. You can select and add more than one attribute to the Filters panel at a time. Press CTRL and click each attribute to select it.

  1. To filter on a date value, you can compare the date to a date that automatically adjusts according to the current date. For example, you can filter for yesterday, to display only the previous day’s sales data. This is referred to as a dynamic date, as it changes every day. You can create a dynamic date for the beginning date, the end date, or both dates of the filter.

To use a dynamic date on the filter, complete the following steps:

  1. Click the Date icon in the filter. A calendar is displayed. As you make changes, the calendar updates to reflect the dynamic date.

  2. Select the Dynamic Date check box. The Dynamic Date area is displayed.

  3. To offset the current date by days, select Plus or Minus from the drop-down list before Days. Type the offset value in days.

  4. To offset the current date by months, select Plus or Minus from the drop-down list before Months. Type the offset value in months.

  5. To offset the current date by both days and months, complete both of the previous actions.

  6. Click OK.

  1. Select the style to use to display the filter.  Hover the cursor over the name of the filter that you just added, click the arrow icon, point to Display Style, and select one of the following:

  1. You can include or exclude data using the attribute values selected in the filter. Hover the cursor over the name of the filter that you just added, click the arrow icon, and select one of the following:

  1. If the Filter panel contains multiple attribute filters, you can determine whether making selections in the filter affects the items displayed for other attribute filters in the Filter panel. For a more detailed description of how filtering attribute filters works, including examples and steps, see Filtering the attribute elements displayed in an filter for a sheet.

  2. By default, as you make choices in the Filter panel, data is automatically updated 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 Filter panel to update the sheet with the filter choices. For steps, see Applying filter changes individually or all at once.

Related topics

Creating filters for a sheet of data

Adding, modifying, and deleting sheets in a dashboard

 

 

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