Filtering, Sorting, and Drilling on Data in a Visualization

You can analyze data by manipulating the information in a visualization in multiple ways. For example, you can sort, drill, choose to include or exclude data for specific elements in a visualization, and so on. For more information on filtering, drilling, and analyzing data in a specific type of visualization, see the appropriate topic below:

In addition to sorting, filtering, and drilling on a single visualization, you can filter data for all visualizations on a single layout tab. For steps, see Filtering data on a layout tab.

The table below lists ways in which you can sort, drill, filter, and perform other manipulations on data in a visualization, and steps to perform each task.

Task	Steps to Perform
Filter data to only include data for selected attribute elements	See the appropriate topic for the specific type of visualization you want to filter data in.
Filter data by excluding data for selected attribute elements	See the appropriate topic for the specific type of visualization you want to filter data in.
Drill on an attribute element	See the appropriate topic for the specific type of visualization you want to drill on.
Edit the visualization's filter If you choose to filter or drill on a visualization, filter conditions are automatically added to the visualization's local filter to customize your view. Because each visualization has its own separate local filter, these filter conditions are only used to filter the display of data in the selected visualization, and do not affect any other visualizations in the quick dashboard. You can remove these filter conditions.	Hover the cursor over the visualization whose filter you want to edit, then click the arrow icon in the top right. A list of options is displayed. Point to Edit Filter, then do one of the following: To remove all filter conditions from the visualization at once, select Clear All. All filter conditions in the local filter are removed, and are no longer used to filter data in the visualization. To remove filter conditions one at a time, hover the cursor over each filter condition you want to remove, then click the x icon next to each condition. The filter conditions you delete are no longer used to filter data in the visualization.
Sort attributes or metric values in a quick dashboard in ascending or descending order	In the visualization's Drop Zones panel, hover the cursor over the name of the attribute or metric you want to use to sort data, then click the arrow icon on the right. A list of options is displayed. Do one of the following: To sort the attribute or metric values in ascending order, select Sort Ascending. To sort the attribute or metric values in descending order, select Sort Descending.
Sort data in a quick dashboard using multiple conditions	In the visualization's Drop Zones panel, hover the cursor over the name of an attribute or metric, then click the arrow icon on the right. A list of options is displayed. Select Advanced Sort. The Sort dialog box opens. Do one of the following: To sort by data in the rows, click the Rows tab. To sort by data in the columns, click the Columns tab. From the Sort by drop-down list, select the attribute form or metric to use to sort data. Do one of the following: To sort the data in ascending order, select Ascending. To sort the data in descending order, select Descending. Specify additional sorting criteria using the appropriate steps above. Click OK to apply changes.
Rename an attribute or metric	In the visualization's Drop Zones panel, hover the cursor over the name of the attribute or metric you want to change, then click the arrow icon displayed in the top right. A list of options is displayed. Select Rename. A field displaying the name of the attribute or metric is displayed. Type a new name for the attribute or metric in the field, then press ENTER. The object is renamed.