Use Dashboard Filters
Use this section to learn about and add dashboard filters to a workbook canvas.
About Dashboard Filters
Use dashboard filters to allow users to choose the data values that they want to apply to the visualizations on a canvas.
As the workbook author, you can add workbook filters to the filter bar to limit the data that is included in one or all of the workbook's canvases. After adding workbook filters, you normally hide them from the workbook user. For example, you use a workbook filter to limit the canvas or workbook to show data from the fiscal years 2022 to 2024.
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. Any dashboard filters values that the user specifies are applied on top of any workbook filters that you as the author added and hid.
You can bind a parameter to dashboard filter to pin it to a dashboard filter on another canvas. See About Binding Parameters to Filters.
The dashboard filter type that you can add depends on the column type:
- List - Use to filter text, uncountable values, 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, uncountable values, 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, Disable Filter, and so on.
- Inline List - Use to filter text, uncountable values, and dates. You can set this filter type to single select to provide a radio button selector, or multi select to provide a checkbox data value selector. By default, this filter type is optimized to display only the first 50 data values. For a filter column with more than 50 values, Oracle recommends that you use a different filter type, for example List Box.
- 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.
- On the Home page, hover over a workbook, click Actions, then select Open.
- Click the Visualize tab.
- In the Data Panel, click the Visualizations tab, and drag and drop Dashboard Filters to the canvas.
- 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.
- 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.
- 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.
- 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 the illustration slider-playing-present.png
Features:
- The slider displays the dimension-based values, with animation controls Play, Speed, and Repeat.
Description of the illustration slider-dashboard-filter.png - With auto-play enabled, consumers can use the Play button to start and stop the animation, and use the Speed option and Repeat to control the playback.
- In this example visualization, blue triangles pointing up indicate more medals won, and red triangles pointing down indicate fewer medals won.
Description of the illustration slider-visualization.png
You can configure all aspects of a slider dashboard filter:
- 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 Filter tab, you can choose fonts, and specify which visualizations are updated or 'played' by the 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.