Example – Change the Limit Values Setting for a Canvas Filter

This example shows how to configure the Limit Values setting for a canvas (unpinned) filter in the filter bar.

In this example, you have a bar visualization showing Sales by Product Sub Category.

Description of the illustration filters_limit_values_example_sales_by_product.png

You add the following filters by dragging columns to the filter bar:

• A workbook (pinned) filter for Ship Date (Year)
• A canvas (unpinned) filter for Ship Date (Quarter)
• Another canvas (unpinned) filter for Ship Mode

The Limit Values By setting for the filter bar is set to Default. The Limit Values settings for each of these three filters is also set to Default.

Next, you change the Limit Values for Ship Date (Quarter) from Default to Auto, None, and Custom to see how that canvas filter is affected each time.

Here's what happens if you change the Limit Values setting for Ship Date (Quarter) to Auto:

• The values available to select from for Ship Date (Quarter) are limited by the selections you make for the workbook filter Ship Date (Year) and by the selections you make for the other canvas filter Ship Mode.
• Select 2023 for Ship Date (Year). The values available to select for Ship Date (Quarter) are limited to the quarters in 2023.
  
  
  Description of the illustration filters_limit_values_example_canvas_auto1.png
  
  
• Then select Regular Air for Ship Mode. The values available to select for Ship Date (Quarter) are now limited to the first three quarters of 2023 because there were no shipments using Regular Air in Q4.
  
  
  Description of the illustration filters_limit_values_example_canvas_auto2.png
  
  

Here's what happens if you change the Limit Values setting for Ship Date (Quarter) to None:

• All the quarters in the dataset are available to select from for Ship Date (Quarter), regardless of the selections you made for Ship Date (Year) or for Ship Mode.
  
  
  Description of the illustration filters_limit_values_example_canvas_none.png
  
  
• It's important to note that in this scenario, while the canvas filter Ship Date (Quarter) isn't limited by the other two filters, all three filters still apply to the visualization itself. This means that if you select Q4 2021 for Ship Date (Quarter), no data displays in the visualization because it's still limited to the first three quarters of 2023.

Here's what happens if you change the Limit Values setting for Ship Date (Quarter) to a custom option by selecting Ship Date (Year), which is the workbook filter:

• The values available to select for Ship Date (Quarter) are limited by the selection you made for Ship Date (Year) but not by the selection you made for Ship Mode. All four quarters of 2023 are available because the Ship Mode filter selection of Regular Air is ignored.
  
  
  Description of the illustration filters_limit_values_example_canvas_custom.png
  
  
• It's important to note that in this scenario, while the canvas filter Ship Date (Quarter) is only limited by Ship Date (Year), all three filters still apply to the visualization itself. This means that if you select Q4 2023 for Ship Date (Quarter), no data displays in the visualization because there were no shipments using the ship mode Regular Air in that quarter.