v8.0

Filter Data

Filtering data helps you display relevant data and hence building an effective dashboard.

You can add filters (or filter groups) from the measures and dimensions in the dataset, or specify your filter values and conditions. Use filter groups when you want to nest multiple filter conditions joined in an AND (where all the filter conditions are true) or OR (where either one filter condition or the other is true) relationship. The options available for setting the filter conditions available under the different tabs of the Filter dialog are described below.

You should choose the General tab if you want to add filters from the available dimensions, measures, or dashboard parameters.

Field	Description
Target Field	Specify the data attribute on which you want to apply the filter.
Use custom value	To use a custom value to filter data
Use a new parameter	To use a parameter to filter data
Sort	Sort the data in ascending or descending values
Exclude Matched	Set to True or False to exclude or include the matched attribute values, respectively

Switch to the Value Range tab if you want to specify your filter values and conditions for measures.

Field	Description
Condition	Specify the condition for filtering - Equal To, Not Equal To, Greater Than, Greater Than or Equal To, etc.
Use custom value	To use a custom value to filter data
Use a new parameter	To use a parameter to filter data

Switch to the Matching Rules tab if you want to specify your filter values and conditions for dimensions (excluding the date attributes).

Field	Description
Match Type	Specify the matching condition - Contains, Start With, End With, Exactly Match
Case Sensitive	Specify if the filter should match case
Match Value	Specify the value to match with according to the filter condition

Switch to the Date Range or Relative Range tab if you want to specify your filter values and conditions for date attributes.

Field	Description
Start Date	Use a custom value or parameter to filter data
End Date	Use a custom value or parameter to filter data
Date Unit	Specify the data unit - Year, Quarter, Month, Week, Day, Hour, Minute, etc.
Condition	Specify the relative date condition for filtering data, such as Previous Year, This Year, Next Year, Last, Next, etc.
Year	Use a custom value or parameter to filter data
Exclude Matched	Set to True or False to exclude or include the matched attribute values, respectively

Add a Filter

Refer to the following example, where a filter is applied on the 'Month' dimension in a chart to show the number of tickets for the first three months of the year. Select the dashboard scenario in the design area for which you want to filter the data. Note that an Action Bar automatically appears on the right of the selected scenario.

In the Document Portal, from the Favorites menu, select the IT Help Desk Analysis sample dashboard.
From the Action Bar, select Filter action .
In the Filter dialog box that appears, click the Add button to specify the filter condition and attribute.
Choose General since we want to add a filter from the available measures.
Set the Target Field to TicketRaisedDate. Click the > Button to open the dropdown menu for the time period you are interested in filter the dashboard by. In this case, that is Month.
Then, select the Month values as Jan, Feb, and Mar to see the data for only these months in the scenario.
Keep Exclude Matched to 'False'.
Finally, click the Apply button and then the OK button to save the changes made.

You can now view the result.

A filter group allows you to filter a dashboard using multiple values. In this scenario, a dashboard that displays the revenue by retailer country and product line, will be filtered by both product line and retailer country. Wyn Dashboards allows you to nest multiple filter conditions and group them using the AND or OR operator. The dashboard below was created using the RetailDataset. To start, simply create a column chart in the Visualization Wizard, using these three values: Revenue, Product Line, Retailer Country.

Note: You can add a filter group on the dashboard scenarios using the Actions Bar, but you cannot add a filter group on data attributes through the Settings icon in the Data Binding panel.

Select the dashboard you have just created using the aforementioned values. Note that an Action Bar automatically appears on the right of the selected scenario.
From the Action Bar, click on the Filter action .

In the Filter dialog that appears, click the + Add button.

4. Click the side button to open the dropdown menu.

5. Select Product Line.

6. Select the General tab to select the product line you wish to filter for.

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7. Select which product line you wish to filter for. In this case, the filter value is Personal Accessories. Click OK.

8. The dashboard will now display the revenue generated for Personal Accessories only.

9. To add a filter group, click the arrow button to open the dropdown menu.

10. Click Add Group.

11. Select + Add as shown below.

12. Open the General tab to select the Retailer country you wish to filter the dashboard by.

13. In this case, we have selected Denmark. Click OK.

14. You can see the dashboard now displays the revenue generated by Personal Accessories in Denmark only. To display the revenue generated by Personal Accessories in another country, select Or.

15. Follow the same steps as before.

16. In this case, we have selected Finland.

17. Now the dashboard displays the revenue generated by Personal Accessories in both Finland and Denmark. We have successfully applied a group filter to our dashboard.

18. If you wish to see the revenue generated by every Product Line, simply click the x next to the filter.

19. Here we have the revenue generated by every Product Line in Denmark and Finland respectively. Use these steps to customize your own dashboard displays.

Wyn Enterprise Documentation

Filter Data

Add a Filter

Add a Filter Group