Applying Filters
Last updated
Last updated
Filters can be used in various layouts but you will not necessarily want it to be applied on all visualizations or won't be able to do so.
After creation, filters are applied automatically on all applicable visualizations.
Warning
HKPIs aren't filtered by default because they generally provide a higher-level view.
To apply a filter:
Edit the Home or a story
Hover the filter
Click on the "pen" icon
Click on the "stroked funnel" button on the wanted visualization
The "stroked funnel" should change to a "funnel" and the visualization should now respond to the app filter value changes.
To disapply a filter:
Edit the Home or a story
Hover the filter
Click on the "pen" icon
Click on the "funnel" button on the wanted visualization
The "funnel" should change to a "stroked funnel" and the visualization should no longer respond to the app filter value changes.
When the filter is not applicable:
You should see a "warning" icon on the visualization
Indeed, filters can be applied to visualizations only if they share common dimensions to filter on. You can use a filter on visualization that doesn't share the same dataset but shares the same dimension in it.
Example
My filter is created from a dataset "ref_country" which is a referential of countries and their geographical zones. Its values come from the column "country".
My visualization is created from a dataset "sales_by_country" that logs every purchase and the country from which it was bought.
In that case, both "ref_country" and "sales_by_country" share the dimension "country".
You're able to filter your visualization with the filter.
country | zone |
---|---|
product | country | purchased_at |
---|---|---|
USA
North America
Canada
North America
Argentina
South America
Product A
USA
01-01-2023
Product A
Argentina
01-01-2023
Product B
Argentina
01-01-2023