Create Filters on a Workbook

You can add filters to limit the data that’s displayed in the visualizations on the canvases in your workbook.

If your workbook contains multiple datasets and some aren’t joined, then there are restrictions for how you can use filters. Any visualization that doesn't use the data element of the filter is grayed out.

Instead of or in addition to adding filters to the workbook or to an individual canvas, you can add filters to an individual visualization.

1. On the Home page, select a workbook, click the Actions menu, and then select Open.

2. Click + Add Filter, and select a data element. Alternatively, drag and drop a data element from the Data Panel to the filter bar.

   You can't specify data elements of a dataset as a filter of other datasets, if the two datasets aren’t joined.

3. Click the filter Menu and hover the mouse pointer over the Filter Type option to select an alternative compatible filter type.
4. Set the filter values. How you set the values depends upon the data type that you’re filtering.
   • Apply a range filter to filter on columns such as Cost or Quantity Ordered.
   • Apply a list filter to filter on columns such as Product Category, Product Name, or Date.
   • Apply a date filter to filters on columns such as Ship Date or Order Date.
5. Click the filter bar menu or right-click, then select Add Expression Filter.
6. Click the filter Menu and hover the mouse pointer over the Limit Values By option to specify how the filter interacts with the other filters in the filter bar. Note the following:
   • By default, the Auto option causes the filter to limit other related filters in the filter bar.

     For example, if you’ve filters for Product Category and Product Name, and if you set the Product Category filter to Furniture and Office Supplies, then the options in the Product Name filter value pick list is limited to the product names of furniture and office supplies. You can select None to turn this limit functionality off.

   • You can specify any individual filter in the filter bar that you don’t want to limit.

     For example, if you have filters for Product Category, Product Sub Category, and Product Name, and in the Limit Value By option for the Product Category filter you click Product Sub Category, then the product subcategory filter shows all values and not a list of values limited by what you select for Product Category. However, the values shown for Product Name is limited to what you select for Product Category.

7. Click the filter bar menu or right-click and select Auto-Apply Filters, then click Off to turn off the automatic apply. When you turn off the automatic apply, then each filter’s selection displays an Apply button that you must click to apply the filter to the visualizations on the canvas.
8. Click the filter bar menu or right-click and select Pin to All canvases of a filter to apply a filter to all canvases in the workbook.

You can also go to the filter bar and perform the following steps:

• Select a filter and right-click, then select Delete to remove it from the workbook.
• Right-click and select Clear All Filter Selections to clear the selection list of all the filters in the filter bar.
• Right-click and select Remove All Filters to remove all the filters in the filter bar.