Use the Dashboard Filter

Use the information in this section to learn about and add a dashboard filter to a workbook canvas.

About Dashboard Filters

Dashboard filters allow the user to specify filter values for all of the visualizations on a workbook canvas at runtime.

At design time, you can add filters to the workbook's filter bar to limit the data that is included in all canvases on the workbook. After adding these filter, you normally hide them from the end user.

You can add dashboard filters to any of the dashboard's canvases to allow users to select their own values and view specific data for that canvas. At runtime, any dashboard filters values that the user specifies are applied on top of any workbook filters that you as the author added and hid at design time.

The dashboard filter type that you can add depends on the column type:

  • List - Use to filter text, non-aggregatable numbers, and dates. This option allows you to include or exclude member, include nulls, toggle between list and top bottom n, and so on.
  • List Box - Use to filter text, non-aggregatable numbers, and dates. This option provides a simple list of data values. The List Box dashboard filter type is similar to the List dashboard filter type, and by default contains the All option in the filter's list of selectable values. The List Box filter type doesn't allow users to multi-select values, and doesn't include the extra options that the List dashboard filter type provides, for example Top Bottom N, Exclude, Disable Filter, and so on.
  • Range - Use to filter numeric type data element with an aggregation rule set to something other than none.
  • Slider - Use to animate visualizations and show dynamically how your data changes over a given dimension such as time.
  • Top Bottom N - Use to filter a measure or attribute and display its highest or lowest values.

Filter Data Using a Dashboard Filter Visualization

Use dashboard filters to build filter bars directly onto the workbook's canvases so that the end user can select the data they're interested in.

By default the dashboard filter's values are limited by other filters (workbook, canvas, and visualization filters). To configure a dashboard filter, select it and use the properties pane to specify display options.
For more information about the dashboard filter types you can choose, see About Dashboard Filters.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. Click the Visualize tab.
  3. In the Data Panel, click the Visualizations tab, and drag and drop Dashboard Filters to the canvas.
  4. In the Data Panel, click the Data tab, and drag and drop one or more columns to the new dashboard filter to create the individual filters.
    Workbook canvas with dashboard filter visualization.

  5. In the dashboard filter's Properties pane, click Properties, then click Filter Controls. Go to the Filter Type field and select the type of filter you want to include on the workbook.
    Dashboard filter type selection dialog

  6. Use the Properties pane's General, Filter Controls, and Filters tabs to change how the filter displays and behaves, for example, allow multi-select, limit values, label font, background color, and so on.
    Dashboard filter properties tabs

  7. Click Save.

Overview to Filtering and Animating Visualizations Using a Slider Dashboard Filter

You can add a slider dashboard filter to a canvas to animate visualizations and show dynamically how your data changes over a given dimension such as time.

As a workbook author, you can configure a slider filter to enable dashboard consumers to select a dimension value interactively, or automatically play through dimension values, similar to a time-lapse video or animation.

For example, you might analyze the number of gold, silver, and bronze Olympic medals and total medals that countries won between 2000 and 2012. With auto-play set to on, the visualizations change dynamically as the filter automatically plays through the years. In this example, the first visualization shows the number of medals won in swimming, and the second visualization shows the number of medals won by country.
Description of slider-playing-present.png follows
Description of the illustration slider-playing-present.png

Features:

You can configure all aspects of a slider dashboard filter:

Filter and Animate Visualizations using a Slider Dashboard Filter

As a workbook author, you add a slider dashboard filter to a workbook canvas so that you can filter and animate visualizations to show dynamically how your data changes over a given dimension such as time.

For example, you might analyze the number of Olympic medals won between 2000 and 2012 in an animation showing the numbers changing over the years.
  1. On the Home page, hover over a workbook, click Actions Actions icon, then select Open.
  2. In the Visualize pane, add one or more visualizations for which a dimension can be used as a filter.
    Make sure that each visualization includes the same dimension data. For example, you might want to filter data on Year so that you can analyze data between year 2000 and year 2012.
  3. In the Data Panel, click Visualizations, scroll down to Dashboard Controls, then double-click Dashboard Filters.

  4. Click Data at the top of the Data Panel, then drag a dimension-based data element onto the new dashboard filter. For example, to analyze values over time you might add "Year" to the dashboard filter.
    Description of slider-dashboard-filter.png follows
    Description of the illustration slider-dashboard-filter.png
  5. Click Properties on the Data Panel, then click Filter Controls, and click the Filter Type value (the default is List) and select Slider. You see the measure values displayed in the dashboard filter. For example, if you added "Year" to the dashboard filter, you might see 2000, 2001, and 2002.

  6. In the properties panel at the bottom of the Data Panel, click Filter Controls, and use the Play option to turn auto-play off or on.
  7. If you enabled play, click Play in the Slider Dashboard Prompt to see how your visualizations play with the default settings.
  8. On the Filters tab in the Properties pane, use the options to change default settings:
    • On the General tab, you can change titles, fonts for titles, labels, and values, and other options such as background and alignment.
    • On the Filter Controls tab, you can change labels, value fonts, and play options. To automatically play through the time values like an animation, set Play to "On", or to enable dashboard consumers to select a time value interactively, set Play to "Off".
    • On the Filters tab, you can choose fonts, and specify which visualizations are played by the dashboard filter.