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Set an Attribute Filter

You can filter visual data by the values in an attribute.

Set a filter for an attribute

  1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
    • To access the visual filter sidebar, select its filter icon () or select Edit Visual from the visual menu () and then select on the sidebar menu.
    • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals are from the same data source.
  2. The filters sidebar appears showing any filters that have been applied.
  3. Select the Row tab. If the style of your visual is an arc gauge, KPI chart, table (raw data), histogram, or map markers chart, the Group tab is available, but you cannot create a group filter because all filters for these visual styles are row-level filters. If you are using the dashboard filters sidebar, the Group tab is not available.
  4. The Saved tab shows saved filters that you can apply to a dashboard or visual.
  5. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with three tabs appears in the filters sidebar.
  6. You can also select to access the Create Derived Fields or the Create Custom Metrics to create or modify derived fields and custom metrics to be used as filters.
    TabDescription
    Value

    The Value tab allows you to select:

    • A filter operator (Include or Exclude, depending on whether you want to include or exclude the value from the data).
    • An optional custom value. To create and select a custom value, enter the value in the Customize field and select Add. Your custom field is added and selected in the list of possible values. To remove the custom value, uncheck it in the list of possible values. It is removed from the filter and from the list of possible values for the filter.
    • One or more values from the list of available values for the attribute you selected. To select all values, select Select All.

    Use the search bar to quickly find a value. You can type the name of the value in the Search bar (or characters in the value name) to limit the list of values. A maximum of 1000 values are listed. If no values are listed or if you cannot find your value, type the exact name of the value (as stored in your data) into the Search bar and select to select it. This will force AnglesProf to use this value when sending the query to the data store. See Apply a Row-Level Filter to a Visual orApply a Row-Level Filter to a Dashboard.

    Wildcard

    The Wildcard tab allows you to specify a wildcard filter for the attribute. See Apply Wildcard Filters to a Visual or Dashboard.

    KeysetThe Keyset tab allows you to select a keyset filter for the attribute.
  7. After the filter specifics have been specified, select Apply. If you create the filter at the dashboard level, it is applied to all the visuals in the dashboard. Otherwise, it is applied only to the selected (active) visual.

Published:

Set an Attribute Filter

You can filter visual data by the values in an attribute.

Set a filter for an attribute

  1. Select the filter icon on the visual or dashboard to access the appropriate filter sidebar.
    • To access the visual filter sidebar, select its filter icon () or select Edit Visual from the visual menu () and then select on the sidebar menu.
    • To access the dashboard filter sidebar, select its filter icon (). The dashboard-level filter icon is available only when all the visuals are from the same data source.
  2. The filters sidebar appears showing any filters that have been applied.
  3. Select the Row tab. If the style of your visual is an arc gauge, KPI chart, table (raw data), histogram, or map markers chart, the Group tab is available, but you cannot create a group filter because all filters for these visual styles are row-level filters. If you are using the dashboard filters sidebar, the Group tab is not available.
  4. The Saved tab shows saved filters that you can apply to a dashboard or visual.
  5. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with three tabs appears in the filters sidebar.
  6. You can also select to access the Create Derived Fields or the Create Custom Metrics to create or modify derived fields and custom metrics to be used as filters.
    TabDescription
    Value

    The Value tab allows you to select:

    • A filter operator (Include or Exclude, depending on whether you want to include or exclude the value from the data).
    • An optional custom value. To create and select a custom value, enter the value in the Customize field and select Add. Your custom field is added and selected in the list of possible values. To remove the custom value, uncheck it in the list of possible values. It is removed from the filter and from the list of possible values for the filter.
    • One or more values from the list of available values for the attribute you selected. To select all values, select Select All.

    Use the search bar to quickly find a value. You can type the name of the value in the Search bar (or characters in the value name) to limit the list of values. A maximum of 1000 values are listed. If no values are listed or if you cannot find your value, type the exact name of the value (as stored in your data) into the Search bar and select to select it. This will force AnglesProf to use this value when sending the query to the data store. See Apply a Row-Level Filter to a Visual orApply a Row-Level Filter to a Dashboard.

    Wildcard

    The Wildcard tab allows you to specify a wildcard filter for the attribute. See Apply Wildcard Filters to a Visual or Dashboard.

    KeysetThe Keyset tab allows you to select a keyset filter for the attribute.
  7. After the filter specifics have been specified, select Apply. If you create the filter at the dashboard level, it is applied to all the visuals in the dashboard. Otherwise, it is applied only to the selected (active) visual.

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