Creating, reusing and editing Filters

Creating a filter in Toucan is important to make a global and interactive point of view for your end-users. As they're global, once you create one, you can reuse it across different layouts.

To create a filter:

  1. Edit the Home or a Story

  2. Click on "Add a filter"

  3. Click on "Create a filter" in the dropdown

  4. Select the source dataset in the dataset selection modal

  5. (optional) Choose a filter type

  6. Select a column in the source dataset in the configuration panel

  7. Set a name for your filter

  8. Click on "Create"

To reuse an existing filter:

  1. Edit the Home or a Story

  2. Click on "Add a filter"

  3. Select the filter you want to use

To edit a filter:

  1. Edit the Home or a Story

  2. Hover the filter

  3. Click on the "pen" icon

You can also change the column and dataset of a filter:

If you change the dataset of a filter, you may find yourself in one of three situations:

  • filtering in the layout (filtering is automatically applied)

  • filtering from a dataset (If the name of the column changes completely, you will have to change it. If the column exists, there will be no problem).

  • filtering from a dataset with an additional value (the additional value is not currently processed)

To move a filter:

You're able to reorder your filters pinned into a layout.

  1. Edit the Home or a Story

  2. Hover the filter

  3. Click and hold the "drag&drop" icon

  4. Move the app filter where you want it to be

Here's a quick overview of how to add existing filters of various types to a story.

Adding different types of filter on a story

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