Data filters
Configuring Data Filters
Data Filters can be configured to restrict record visibility based on defined criteria. The configuration can be done by adding and deleting a filter condition.
Adding a filter condition
Click on the Filters option shown in the data design view window. The Data Filter window will open.
Add a filter condition by clicking the Add button in the Data Filters window.
Now, a filter condition will be added by default as shown below:
You can filter values with or without Null by checking or unchecking the Include Null option. If you check this option, only Equals and Does Not Equal conditions will be shown. Based on these conditions, you may filter values with or without Null.
Modify the condition as needed and define the criteria. The condition can be defined based on two options:
- Custom
- Parameters
Custom
In the custom option, filter the records based on the columns. The parameters to define will differ based on the data type.
For columns like date time or text type, you may see a toggle button for TOP N on the right to enable the Top Nfilter and configure the field and condition.
Below example shows top 5 freight data of a city.
For numeric type columns, the parameters will be as shown below:
The example below shows data of freight with values greater than 500.
Upon clicking OK in the dialog above, the Data Preview grid will appear as shown below.
For date and time columns, the parameters will be as follows:
The example below shows data within the specified date range.
To add more than one condition, click the Add button.
NOTE: By default, the AND operation will be used between two conditions. The operator can be changed to OR if necessary.
Click OK to save the defined data filter conditions.
Click Close or the Close icon at the top right corner of the window to close the Filters window.
Parameters
Filter the records based on the dashboard parameter values. This allows for dynamically changing the parameter values in both view and preview modes.
Click on the Parameters option as shown below.
Select the desired parameter lists from the dropdown menu. The first parameter will be selected by default.
The following example displays data where the selected table column is equal to the chosen dashboard parameter. To create parameters, follow the instructions provided in configuring dashboard parameters
For a date column with a date range type, only date format parameters will be shown.
NOTE: Support is only provided for dimensions, measures, and date columns with date range types.
Deleting a filter condition
Remove a filter condition by clicking the highlighted icon on the right of the respective filter condition.
