to display the Filter panel.
The Filter panel displays a list of filters in a dashboard. When users make selections in the Filter panel, their selections are used to filter the data displayed in every visualization on the sheet currently displayed in the dashboard. A filter on a sheet also filters the data in any dataset objects (that is, an attribute or metric from a dataset) displayed in text fields on the sheet.
For example, a dashboard contains a grid and a heat map, which both display sales data for a series of product categories. Each visualization is placed on a separate page. The pages are located on the Sales sheet, which is displayed in the dashboard. If a user makes selections to display data in the grid for only the Books and Electronics categories, both the grid and the heat map visualization will be updated to only include data for Books and Electronics. One of the pages also displays text, which uses the category dataset object combined with the static text “Revenue Data for”. As a user selects different categories to display in the sheet, the text changes. If the user selects Books, the text displays as “Revenue Data for Books”.
To display the Filter panel, from the View
menu, select Filter Panel. If
the Filter panel is hidden behind another panel, click the Filter
icon
to display the Filter panel.
You can:
Add filters to the dashboard. To add a filter to a dashboard, click and drag the dataset object to create the filter based on from the Datasets panel onto the Filter panel, so that a plus (+) icon is displayed next to the cursor. The filter is added to the Filter panel and displayed. For detailed steps to add filters, including steps to determine the display style to use when creating a filter, see Creating filters for a sheet of data.
Remove filters from the sheet. To remove a filter, hover the cursor over the name of the filter in the Filter panel, click the arrow icon displayed to the right of the name, and select Remove.
Filter the data in the sheet, using the filters displayed in the Filter panel. For example, you can select multiple years in a filter, and the selected years are displayed in all the visualizations on the sheet. For steps, see Filtering the data on a sheet in a dashboard.
Allow selections in attribute filters to restrict the items displayed in other attribute filter. For steps, see Filtering the attribute values displayed in an filter for a sheet.
Modify how filters are displayed on the Filter panel. For example, you can collapse or expand all the filters in the panel, collapse or expand an individual filter, and move the Filter panel to a different position on the dashboard. For steps, see Changing how filters are displayed on the Filter panel.
If the Filter panel displays Reset and Apply buttons, the sheet is not updated automatically with each change to a filter; click Apply to update the sheet. By default, each change is applied individually. When you control when the update occurs, you can apply a number of changes all at once, which usually takes less time than applying each change. For steps to determine the update behavior, see Applying filter changes individually or all at once.
| To... | Do This... | ||||||
|---|---|---|---|---|---|---|---|
| Expand or collapse the display of all filters in the Filter panel | Hover the cursor over the Filter panel, then click the arrow icon displayed in the top right of the panel. Do one of the following:
|
||||||
| Expand or collapse an individual filter in the Filter panel | Click the arrow next to the name of the filter to collapse it. Click the arrow again to expand the filter. | ||||||
| Move the Filter panel | Hover the cursor over the Filter tab, then click and drag the panel to its new location in the dashboard, so that an indicator line is displayed. You can change the order of the panels, by dragging the Filter panel within the panel area, or move it off the panel area to the right or left side of the dashboard. |
To quickly add multiple filters to a dashboard:
Hover the cursor over the Filter panel, then click the arrow icon in the top right.
Point to Add Filters. A list of dataset objects is displayed.
Select each dataset object to base a new filter on. You can expand and collapse lists of dataset objects, such as attributes, by clicking the arrow icon next to the list.
When finished, click OK. A separate filter for each selected dataset object is created and added to the Filter panel.
Creating filters for a sheet of data
Adding, modifying, and deleting sheets in a dashboard
Dashboard Editor: Datasets panel
Dashboard Editor: Editor panel
Dashboard Editor: Visualization Gallery
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