Change the Scope of Filters Between the Main Filter Bar and Visualizations

You can change the scope of a filter by moving or copying it between the main filter bar and visualizations.

  1. On the Home page, select a workbook, click the Action Menu, and then select Open, then Edit.
  2. Click the Visualize tab.
  3. Change the scope of a filter by moving or copying it between the main filter bar and visualizations.
    • Move a main filter to a visualization - Drag and drop to move a filter from the main filter bar to the Grammar Panel or into the visualization.
      • When Pin to all Canvasses isn't selected, the filter applies to the visualization but also remains in the main filter bar because it still applies to other canvasses.
      • When Pin to all Canvasses is selected, the filter only applies to the visualization, and is removed from the main filter bar.
    • Copy a main filter to a visualization - Hold down the Shift key and drag and drop a filter from the main filter bar to the Grammar Panel or into the visualization.
    • Move a visualization filter to the main filter bar - Drag and drop a visualization filter from the Grammar Panel to the main filter bar.

      This moves the filter into the main filter bar and removes the filter from the visualization.

    • Copy a filter between visualizations - Drag and drop a visualization filter from the Grammar Panel into another visualization.

      This copies the filter into the selected visualization.

    • Move a filter between visualizations - Hold down the Shift key and drag and drop a visualization filter from the Grammar Panel into another visualization.