Use Visualization Filters

This section describes how you can add visualization filters to your canvases.

Topics:

• Add Visualization Filters

• Use a Visualization as a Filter

Add Visualization Filters

Use visualization filters when you want to filter data on a specific workbook visualization.

As an author you usually add and set workbook filters to broadly limit the data on a specific canvas or workbook. If needed, you then add and configure dashboard filters to allow end user to select their own filter values. You can also add visualization filters so that the user can select the values that they want to see in the visualization without affecting the rest of the workbook. You can also set and hide visualization filters from the user.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Click to select the visualization that you want to add a filter to.
3. Click Grammar to display the Grammar panel.
4. In the Data Panel, click Data, and drag and drop one or more columns to the Filters area on the Grammar panel to create the visualization filters.
5. Click Save.

Use a Visualization as a Filter

You can use the data selections from one visualization to filter all other visualizations on the canvas. You can specify one or more visualizations as filters on the canvas.

If a visualization's Use as Filter icon is displayed in green, it means that it's functioning as a filter on the canvas.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. Hover over the visualization that you want to use as a filter.
3. Click the Use as Filter icon to activate.
4. Click Save.