Configuring manual filter in widgets

Starting from Bold BI v3.3.88 you can filter the data bind to the widget by using any of the fields present in the data source. You can use single or multiple fields to filter the widget data.

Example:

Here the chart widget shows Product Category with high sales. Using manual filters we can show the data of specific country, in this case we will be showing the data of Germany using the Country field.

Chart widget: Shows the Categories with High Sales.

Chart widget: Shows the Categories with High Sales in Germany.

How to configure the manual filter in widgets

1. Open the dashboard in the Dashboard Designer.
2. Select the widget in the design layout in which you want to add manual filter.
3. Click the properties icon as shown in the following screenshot.
   
4. Now, click ASSIGN DATA to open the data panel.
   
5. Drag the fields to the Filters section which you want to bind manual filter.
   
6. Select Edit option in Filters menu provided in the settings icon in the filter field.
   
7. Now, apply filter condition in the filter dialog to the dropped column.
   
   You can refer to this section to learn more details about widget filtering.
8. The widget will be rendered with the filter condition applied.

Rename option

Using the Rename option provided in the settings menu, you can rename the manual filter’s field name.

To rename the manual filter’s field, follow these steps:

1. Click the Settings menu and select the Rename option as shown in the following screenshot.
   Now, the text will become editable.
   
2. Enter the text you want, and press Enter to save the changes.
   

Note:

• Multiple fields can be added in manual filter section as per requirement.
• This section is optional. Skip adding fields to manual filter section, if it is not require.
• Manual filter affects the visualization data in the widget.
• The filter fields, are not included on View Underlying Data.
• Widgets except image, text and line are supporting with manual filter section.
• Manual filter section is currently not supported with conditional filtering for the widgets.

You can refer to this section to learn more details about widget filtering.