You can allow users to filter the data displayed in a Visual Insight quick dashboard by selecting options in the Filters panel. For example, a quick dashboard displays sales data for several different product categories, from 2007 to 2010. An analyst can filter the data in the quick dashboard to only display sales data for books and movies in 2010.
Separate steps are below to add each type of filter to the Filters panel.
The following procedures assume you have already created the quick dashboard to which you want to add the filter.
You must have Edit Dashboard and Run Dashboard privileges.
To add an attribute filter to the Filters panel
Click the name of the quick dashboard to run it.
From the Dataset Objects panel, click the attribute you want to use to filter data, and drag it onto the Filters panel. You can place the attribute above or below the filters already displayed in the panel.
Note: You can select and add more than one report object to the Filters panel at a time. Press CTRL and click each object you want to select.
Hover the cursor over the name of the filter you just added, then click the arrow icon. A list of options is displayed.
Point to Display Style, then select the style you want to use to display the filter. The options are:
Check Boxes
Searchbox
Slider
Radio Buttons
Drop-down
You can choose to include or exclude data using elements selected in the filter. Do one of the following:
To display data in the quick dashboard only for selected elements, select Include.
To display data in the quick dashboard for all elements except the elements that are selected, select Exclude.
Once you have added an attribute filter to the Filters panel, you can create a new qualification filter based on the ranking of each element in the attribute. For example, you can add an attribute filter based on Category, then create a filter that displays data for the top 3 product categories by sales.
To add a Top N qualification filter to the Filters panel
Click the name of the quick dashboard to run it.
From the Filters panel, hover the cursor over the name of the attribute filter, then click the arrow icon. A list of options is displayed. Point to Top N.
From the first drop-down list, select one of the following.
To create a qualification filter to display data for the top n elements in the filter, select Highest.
To create a qualification filter to display data for the bottom n elements in the filter, select Lowest.
In the field, type the number of elements you want to include in the filter.
From the Ranked By drop-down list, select the report object you want to use to rank each element.
Click OK. Your filter is added to the Filters pane and is automatically named Report Object by Attribute, where Report Object and Attribute are the names of the report and attribute you used to add the filter to the quick dashboard.
To add a metric filter to the Filters panel
Click the name of the quick dashboard to run it.
From the Dataset Objects panel, click the metric you want to use to filter data, and drag it onto the Filters panel. You can place the metric above or below the filters already displayed in the panel.
Hover the cursor over the name of the metric you just added, then click the arrow icon. Point to Display Style and select one of the following:
To filter data by creating a qualification on a metric, select Qualification.
To filter data by choosing values on a slider, select Slider.
Hover the cursor over the name of the metric you just added, then click the arrow icon and select one of the following:
To filter on the metric's values, select Qualify on Value. For example, you can display data only for stores with profit data greater than or equal to $1,000,000.
To assign a numeric rank to the metric values, where 1 is the highest metric value, and then filter by rank, select Rank 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 1 is the lowest metric value, and then filter by rank, select Rank 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 Rank % 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 Rank % Lowest. For example, if eight items are displayed in a visualization, Rank % Lowest = 25 displays the bottom two items.
Do one of the following:
To allow users to filter data by creating a qualification on a metric, perform the following steps:
Click Greater than or equal to. From the drop-down list, select the operator you want to use to compare data, such as Less Than or Equals.
In the field, type the value you want to use to filter data, then press ENTER. The qualification is created.
To allow users to filter data by choosing values on a slider, perform the following steps:
Click and drag the endpoints of the slider to cover the range of values for which you want to filter data.
You can choose to include or exclude data using the values selected in the slider. Hover the cursor over the metric name and click the arrow icon, then do one of the following:
To display data in the quick dashboard only for metric values selected in the slider, select Include.
To display data in the quick dashboard for all metric values except the values selected in the slider, select Exclude.
Related topics
Creating a Visual Insight quick dashboard
Editing filters and the Filters panel
Allowing visualizations to filter other visualizations
Determining whether to allow filters to restrict other filters
_____________________________
Copyright © 2019, Oracle and/or its affiliates. All rights reserved.
Legal Notices