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Apply Wildcard Filters to a Visual or Dashboard

Wildcard filters are row-level filters you can use to filter the data on your dashboard visuals. Wildcard filters allow you to filter and analyze the data in a visual that matches specific combinations of character patterns.

When working with multiple filter types on the same visual, row-level filters (including wildcard filters) are applied first to a visual, keyset filters are applied second, and group filters are applied last on the aggregated result set.

Many Angles Professional connectors support wildcard filters, but support for case-sensitivity in wildcard filters varies depending on the connector's data store.

Support for this feature by Angles Professional connectors is shown in the following table.

Key:Y - Supported; N - Not Supported; N/A - not applicable

ConnectorSupported
Amazon RedshiftY
Amazon S3Y
Apache DrillY
Apache PhoenixY
Apache Phoenix Query Server (QS)Y
Apache SolrY
BigQueryY
Cloudera ImpalaY
Cloudera SearchY
CouchbaseY
DremioY
Elasticsearch 6.0Y
Elasticsearch 7.0Y
File UploadY
HDFSY
HiveY
MemSQLY
Microsoft SQL ServerY
MongoDBY
MySQLY
OracleY
PostgreSQLY
PrestoY
Real Time SalesY
SAP HanaY
SAP IQY
SnowflakeY
Spark SQLY
TeradataY
TIBCO DVY
File Upload (Upload API)Y
VerticaY

See Wildcard Case-Insensitive Filters and Wildcard Case-Sensitive Filters to determine whether case-insensitive or case-sensitive wildcards are supported.

To apply a wildcard filter to a visual or dashboard:

  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.

    The Filters sidebar appears showing any filters that have been applied.

  2. Select Add Filter > 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.

    The Saved tab shows saved filters that you can apply to a dashboard or visual. See Maintain Saved Filters.

  3. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with two tabs appear in the Filters sidebar.

    • The Value tab allows you to select a filter value for the attribute. See Apply Row Level Filters for instructions on using a regular row-level filter.
    • The Wildcard tab allows you to specify a wildcard filter for the attribute. Continue following the steps in these instructions.
  4. Select the Wildcard tab to create a row-level wildcard filter. The wildcard filter section appears.

  5. Select an operator from the drop-down menu for the Operator box on the Wildcard tab.
    OperatorData is included in the visual...
    ContainsWhen the data in the filter attribute you selected contains the wildcard string you will specify in the next step.
    Does Not ContainWhen the data in the filter attribute you selected does not contain the wildcard string you will specify in the next step.
    Begins WithWhen the data in the filter attribute you selected begins with the wildcard string you will specify in the next step.
    Does Not Begin WithWhen the data in the filter attribute you selected does not begin with the wildcard string you will specify in the next step.
    Ends WithWhen the data in the filter attribute you selected ends with the wildcard string you will specify in the next step.
    Does Not End WithWhen the data in the filter attribute you selected does not end with the wildcard string you will specify in the next step.
  6. In the Value box, type a string of characters that represents the wildcard string for the filter. Data is included in the visual when the data in the filter field meets the condition set by this operator and the wildcard string you specify.
  7. By default the Case Sensitive slider is on (selected). When this option is selected, the wildcard filter includes data in the visual only if the filter attribute data exactly matches both the value of the wildcard string and the case of the wildcard string value. Slide the option off, if you do not care if the visual data exactly matches the case of the wildcard string.
  8. If you want to specify another wildcard value, select next to the Values title on the Wildcard tab. Then repeat Steps 5-7 above for the new wildcard value. Multiple wildcard values are treated as OR operations. A record can meet the filter criteria specified by any of the wildcard values to be selected for filter processing.
  9. Select . 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.
  10. Optionally, repeat these steps to apply additional filters to the visual or dashboard.

Published:

Apply Wildcard Filters to a Visual or Dashboard

Wildcard filters are row-level filters you can use to filter the data on your dashboard visuals. Wildcard filters allow you to filter and analyze the data in a visual that matches specific combinations of character patterns.

When working with multiple filter types on the same visual, row-level filters (including wildcard filters) are applied first to a visual, keyset filters are applied second, and group filters are applied last on the aggregated result set.

Many Angles Professional connectors support wildcard filters, but support for case-sensitivity in wildcard filters varies depending on the connector's data store.

Support for this feature by Angles Professional connectors is shown in the following table.

Key:Y - Supported; N - Not Supported; N/A - not applicable

ConnectorSupported
Amazon RedshiftY
Amazon S3Y
Apache DrillY
Apache PhoenixY
Apache Phoenix Query Server (QS)Y
Apache SolrY
BigQueryY
Cloudera ImpalaY
Cloudera SearchY
CouchbaseY
DremioY
Elasticsearch 6.0Y
Elasticsearch 7.0Y
File UploadY
HDFSY
HiveY
MemSQLY
Microsoft SQL ServerY
MongoDBY
MySQLY
OracleY
PostgreSQLY
PrestoY
Real Time SalesY
SAP HanaY
SAP IQY
SnowflakeY
Spark SQLY
TeradataY
TIBCO DVY
File Upload (Upload API)Y
VerticaY

See Wildcard Case-Insensitive Filters and Wildcard Case-Sensitive Filters to determine whether case-insensitive or case-sensitive wildcards are supported.

To apply a wildcard filter to a visual or dashboard:

  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.

    The Filters sidebar appears showing any filters that have been applied.

  2. Select Add Filter > 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.

    The Saved tab shows saved filters that you can apply to a dashboard or visual. See Maintain Saved Filters.

  3. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with two tabs appear in the Filters sidebar.

    • The Value tab allows you to select a filter value for the attribute. See Apply Row Level Filters for instructions on using a regular row-level filter.
    • The Wildcard tab allows you to specify a wildcard filter for the attribute. Continue following the steps in these instructions.
  4. Select the Wildcard tab to create a row-level wildcard filter. The wildcard filter section appears.

  5. Select an operator from the drop-down menu for the Operator box on the Wildcard tab.
    OperatorData is included in the visual...
    ContainsWhen the data in the filter attribute you selected contains the wildcard string you will specify in the next step.
    Does Not ContainWhen the data in the filter attribute you selected does not contain the wildcard string you will specify in the next step.
    Begins WithWhen the data in the filter attribute you selected begins with the wildcard string you will specify in the next step.
    Does Not Begin WithWhen the data in the filter attribute you selected does not begin with the wildcard string you will specify in the next step.
    Ends WithWhen the data in the filter attribute you selected ends with the wildcard string you will specify in the next step.
    Does Not End WithWhen the data in the filter attribute you selected does not end with the wildcard string you will specify in the next step.
  6. In the Value box, type a string of characters that represents the wildcard string for the filter. Data is included in the visual when the data in the filter field meets the condition set by this operator and the wildcard string you specify.
  7. By default the Case Sensitive slider is on (selected). When this option is selected, the wildcard filter includes data in the visual only if the filter attribute data exactly matches both the value of the wildcard string and the case of the wildcard string value. Slide the option off, if you do not care if the visual data exactly matches the case of the wildcard string.
  8. If you want to specify another wildcard value, select next to the Values title on the Wildcard tab. Then repeat Steps 5-7 above for the new wildcard value. Multiple wildcard values are treated as OR operations. A record can meet the filter criteria specified by any of the wildcard values to be selected for filter processing.
  9. Select . 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.
  10. Optionally, repeat these steps to apply additional filters to the visual or dashboard.

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