Specify Canvas Filter Actions

When you configure the presentation settings for a workbook, each canvas inherits the filter actions you set on the Workbook tab. You can use the Active Canvas tab to customize an individual canvas' filter bar options for consumers, for example, add filters or change filter values.

Showing the filter bar allows consumers to view, set, and modify any items in it, such as canvas filters, selection steps, or parameters. You can select values for items in the filter bar and then hide the filter bar so that the canvas includes specific data. Hiding the filter bar prevents consumers from changing the values.

Any filter settings that you change or filter values that you add or remove using the presentation settings are saved to the consumer view of the canvas and not to the canvas in the workbook editor.

All Filter Actions options are grayed out when the Full Interactivity option is set to Off on the Workbook tab. See Turn On or Off All Workbook and Canvas Actions.

1. On your home page, hover over a workbook, click Actions, and select Open.
2. From the Preview menu , select Configure Presentation.
3. If the workbook contains more than one canvas, then go to the bottom of the page and click the canvas that you want to update filters for.
4. In the presentation settings panel, click the Active Canvas tab.
5. Scroll to the Filter Bar section and in the Filter Actions area, deselect the filter bar options that you want to hide, or select the options that you want to display.
   
   
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6. Optional: Click Custom and then click Auto to reset all visualization actions to the default settings you specified in the Workbook tab.
7. Click Save.