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Chart Filters

Explains how to set up chart filters on a data series in the Discovery new user interface.

You can apply a filter to any data series in a chart for all chart types. Filters applied to a chart take precedence over any filters applied from the perspective context.

You can include many element types, such as levels, dimensions, or dimension attributes as part of the filter criteria. Each filter selection included in the filter criteria expands the results returns. The following shows an filter selection panel with a multi-select filter by Level: Company A and by Dimension: Customer 1, Customer 2, and Customer 4.

Multi-element Filter Criteria

Set up a Filter on a Data Series

You set up default filters on a chart by editing the data series – the Account settings on the Data Settings tab.

The following is a visual flow for selecting a filter.

Quick Tour of the Filter Selection Process

1 Shows the current filter criteria (if any). You can clear all filters or individual filter sets.

2 Choose an element to start the filter selection process.

3 Search for filter criteria. If you chose Dimensions as the element, the search will find only dimensions that match the query.

4 Browse for the filter criteria.

5 Choose another element.

6 Exit the filter selection panel to go back to the Data Settings tab.

The Steps

  1. In Edit mode, select the chart and click Disc-DataSettings.png Data Setting tab. Expand the Accounts section and the data series you want to apply a filter to.

Two Data Series in the Accounts section of the Data Settings Tab

  1. In the Filter settings, click Arrow Icon to open Selection Panel to expand the selection panel. Choose an element.
  2. Search or browse for the element you want to apply as a filter.

You can multiple select elements from the search results or the browse list. From 1 search results or from 2 the list, click the element to apply it as a filter  Highlighted elements indicate they are filter selections.

Examples of Multi-select Filters

The selection panel displays filter selections at the top. Highlighted elements in the list panel indicate that elements are filter selections.

  1. Choose another element to apply as a filter. Click More iconand choose another element from the drop-down, or click Back To Elements and choose another element from the list.

Clear Filters from a Data Series

You can remove a filter set or individual filters.

Clear Filter Options

1 Click Clear to remove all filters.

2 Clear a filter set, click X next to the filter.

3 Clear individual filter criteria. In the search results or filter list, navigate to the element  and find the highlighted filter selections. Click to remove from the list of selected filters. The highlight is removed.

Visualize Same Sets of Data

If you have many data series in a chart, you can set the same filter on each account to visualize like sets of data. For example, if you are visualizing sales from two data series and want to see only Canada sales, create a filter on each data series to filter by Canada. For example, change filter settings for Laptop Sales and for Desktop Sales, and the resulting pie chart.

Example of  Using Same Filters on Two Data Series

 

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