Filter Elements

Check out our video tutorial on filters

💡 Filter elements are a set of 4 components that allow you to filter other dashboard components based on detailed criteria. They group the date filter, tree view, list or combo box.

Creating the component

Click on the Filter element icon and select what filter you want to add it to the dashboard, then drag and drop the fields you want to filter by.

The configuration of the component is then done in the following order:

• Add the data fields used as dimension filters
• Definition of the filter
• Filter Elements settings

Fields of data items

Filter fields are added by drag and drop in the Dimension area.

Dimension

Data used to filter. The type and number of data fields to be filled in depends on the type of filter element.

Selection of the "Sales Date" data field in a filter element "Date Filter".

Selection of the data items "Category" and "Subcategory" in a filter element "Tree View. The subcategories can be displayed by clicking on the arrow to the left of the category boxes. Adding dimensions increases the tree view level.

Selection of the data field "Store Country" in a filter element of type "List Box". Adding dimensions increases the detail of the list box.

Selection of the data items "Commercial" in a filter element of type "Combo box". The addition of dimensions increases the detail of the list box.

Filter definition

Date filter

The filter options are accessible by clicking on "Set filter". This opens the settings window.

You must then choose a start and end year, or enter the start and end dates manually.

Tree View

The filter can be set by checking the appropriate boxes in the list box, in the desired hierarchy level.

The lower tree views can be expanded by clicking on a horizontal arrow to the left of a box, as shown in blue above. They can then be closed by clicking on a vertical arrow to the left of an expanded level, as shown in red above.

List Box

The filter can be set by checking the appropriate boxes in the list box.

Combo Box

The filter can be set by selecting an item from the list box.

Filter Elements settings

Filter elements can be customized using the interaction and layout tool.

It features 3 tabs:

• Interactions

• Layout

• Filters

It is the same for all filter elements.

Interactions

This tab allows you to configure the interactions of the filter elements with the other components of the dashboard.

For more details, see the section dedicated to interactivity between visual components.

Layout

Common

CeThis part allows you to configure the title of the filter element. It is available for the "Tree view", "List Box" and "Combo Box" filters.

• Show title: Hide or show the title. It is displayed by default.

• Modify title: Rename the component.

Item type

This part allows to define the selection mode of the filter data. It is available for the "List Box" and "Combo Box" filters.

• Standard: [Available for "Combo box" filter] The filter is based on a single selectable item in the combo box. This is the default setting for this filter.

• Checked: [Available for "Combo box" and "List Box" filters] Multiple items can be checked. The filter will be a combination including one of these items.

• Radio: [Available for "List Box" filter] The filter is based on a single selectable item in the list.

Item settings

This section allows you to define advanced settings for the filter element. It is available for "Tree view", "List Box" and "Combo box" filters.

• Allow empty filters: [Available for "List Box " and "Combo box" filters] When the item type is "Standard" or "Radio"]. This setting allows the filter to be validated if nothing has been selected.

• Enable search: [Available for "Tree view", "List", "Combo box" filters] Brings up a search field at the top of the component. The text entered allows quick access to the corresponding data to create the filter.

Layout

This part allows to define the display of the filter content. It is available for "Tree View" and "Date Filter".

• Auto Expand: [Available for "Tree view" filter] If checked, any dimension added to the filter element will be automatically unfolded in the component to display the details.

• Filter Type: [Available for the "Date" filter] Rule by which the filter is defined.

• Arrangement Mode: [Available for the "Date" filter] Defines how the filter will be displayed

• Date Picker Location: [Available for the "Date" filter] Defines the position of the date selector in relation to the predefined periods:

  • Far: the date selector is at the end of the predefined periods.

  • Near: the date selector is at the beginning of the predefined periods.

  • Hidden: the date picker is not displayed, only the predefined periods are available.

Interactivity

This part allows you to set the filter period in a few clicks. It is available for the "Date Filter".

Edit Periods: Opens the window of predefined selections of time ranges. This window is also accessible by the cogwheel icon on the right of the Dimension element.

It is possible to choose one of the options proposed on the left, then by clicking on the horizontal arrow, to apply the selected filter. It is also possible to add a personalized period by clicking on the "Add custom period..." button at the top right.

Filters

Adding a filter allows you to filter the data displayed in the filter element, it has no influence on the other components of the Dashboard. It is the same for all filter elements.

For more details, see the help topic dedicated to filters for a visual component.

For more details, see the following pages.

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