Applying Filters

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:

1. Edit the Home or a story

2. Hover the filter

3. Click on the "pen" icon

4. 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.

Stroked funnel

Funnel

To disapply a filter:

1. Edit the Home or a story

2. Hover the filter

3. Click on the "pen" icon

4. 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

Warnign icon

Can I apply a filter on a different dataset than its source?

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".

country	zone
USA	North America
Canada	North America
Argentina	South America

• My visualization is created from a dataset "sales_by_country" that logs every purchase and the country from which it was bought.

product	country	purchased_at
Product A	USA	01-01-2023
Product A	Argentina	01-01-2023
Product B	Argentina	01-01-2023

In that case, both "ref_country" and "sales_by_country" share the dimension "country".

You're able to filter your visualization with the filter.