Example – Change the Limit Values Setting for a Visualization Filter

This example shows how to configure the Limit Values setting for a visualization filter.

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 a canvas (unpinned) filter by dragging the City column to the filter bar.

You create a dashboard filter and drag the Ship Date (Year) column to it to create a dashboard filter control.

You add two filters directly to the visualization by dragging the following columns to Filters in the Grammar pane:

• Product Sub Category
• Product Container

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

Next, you change the Limit Values for Product Sub Category from Default to Auto, None, and Custom to see how that visualization filter is affected each time.

Here's what happens if you change the Limit Values setting for Product Sub Category to Auto:

• The values available to select from for Product Sub Category are limited by the selections you make for the canvas filter City, the dashboard filter Ship Date (Year), and the other visualization filter Product Container.
• Select Austin, Dallas, and Houston for City. There are only 15 values available to select for Product Sub Category because no products for the sub categories "Copiers and Fax" and "Scissors, Rulers and Trimmers" were sold in those three cities.
  
  
  Description of the illustration filters_limit_values_example_viz_auto1.png
  
  
• Then select 2023 for Ship Date (Year). The values available to select for Product Sub Category are further reduced to 13 to reflect the ones used for the three cities in 2023.
  
  
  Description of the illustration filters_limit_values_example_viz_auto2.png
  
  
• Then select Wrap Bag for Product Container. The values available to select for Product Sub Category are further reduced to just two.
  
  
  Description of the illustration filters_limit_values_example_viz_auto3.png
  
  

Here's what happens if you change the Limit Values setting for Product Sub Category to None:

• The values available to select from for Product Sub Category are back to 13. Only the selections you made for the canvas filter City and the dashboard filter Ship Date (Year) are considered as they're in higher filter locations. The selection you made for Product Container, Wrap Bag, is ignored.
  
  
  Description of the illustration filters_limit_values_example_viz_none.png
  
  
• It's important to note that in this scenario, while the Product Sub Category filter is limited only by the City filter and the Ship Date (Year) filter, all four filters still apply to the visualization itself. This means that if you select any product sub category other than "Pens and Art Supplies" or "Telephones and Communication", no data displays in the visualization because those are the only two that use the Wrap Bag product container in Austin, Dallas, and Houston in 2023.

Here's what happens if you change the Limit Values setting for Product Sub Category to a custom option by selecting Product Container, which is the other visualization filter:

• The values available to select for Product Sub Category are now limited to six because there are six product subcategories that use the Wrap Bag product container. The selections you made for City and Ship Date (Year) are ignored.
  
  
  Description of the illustration filters_limit_values_example_viz_custom.png
  
  
• You can't select City or Ship Date (Year) as a custom Limit Values setting for this visualization filter because they're in higher filter locations.
• It's also true in this scenario that the visualization is still being filtered by all four filters. It's only the Product Sub Category filter values that are limited by the Product Container filter. Again, this means that if you select any product sub category other than "Pens and Art Supplies" or "Telephones and Communication", no data displays in the visualization because those are the only two that use the Wrap Bag product container in Austin, Dallas, and Houston in 2023.