Visualization Filters allow analysts to hone in on data from a data set powering a single chart.
Visualization Filters versus Report Filters
While Report Filters impact all visualizations in a report, Visualization Filters can be applied to a specific chart.
For example, say there is one query in the report which powers both a line chart that visualizes sales trends over time, and a pie chart that visualizes the breakdown of sales per region. By adding the column sell_date as a Report Filter and excluding the year 2015, both charts will update with data from the excluded year.
Using the same query, if we want the line chart to reflect data from 2016 and 2017, while the pie chart shows data from all years, a Visualization Filter must be applied onto the line chart instead.
Adding a Visualization Filter
Any column returned by queries can be added to a chart as a Visualization Filter. These Filters can be applied to: Bar, Grouped Bar, Line, Line + Bar, Area, 100% Area, Scatter, Pie, and Donut charts. To create a Visualization Filter:
- Select a chart type.
- In the chart settings, drag and drop a Measure or Dimension into the Filters drop zone.
- A moveable window will appear with the Filter selections. Select the desired Filter and click Apply to see the selection reflected on the chart. Use Reset to return to the last applied state.
- When ready, click OK to apply the Visualization Filter.
- To edit or remove a Visualization Filter, click the down arrow to access the context menu.
Using Visualization Filters in the report view
In the expanded view of the report, Plus Plan customers are able to explore variations of the chart using the Visualization Filters.
- On the top right corner of a visualization in the report view, click on the expanded view icon.
- In the expanded view of the chart, drag and drop items into the Filter drop zone.
- Hit the escape key or click on the collapse icon to close the expanded view.
Please note: Visualization Filters cannot be saved in the report view— when the expanded view is closed, the Visualization Filters will update to their default settings.
Last Updated September 26, 2017