Typical Workflow to Create and Apply Filters

Here are the common tasks for creating and applying filters to projects, visualizations, and canvases.

Task Description More Information
Choose the appropriate filter type Filter types (Range, Top / Bottom N filter, List, Date, and Expression) are specific to either a project, visualization, or canvas.

Apply Range Filters

Apply Top Bottom N Filters

Apply List Filters

Apply Date Range Filters

Create filters on projects and visualizations Create filters on a project or visualization to limit the data displayed and focus on a specific section or category.

Filter Data in a Workbook

Create Filters on a Visualization

Build and use expression filters You can build and use expression filters to define more complex filters using SQL expressions. Apply Expression Filters
Set visualization interaction properties Define how you want visualizations to affect each other. How Datasets Interact with Filters