Filter Data
This applies to: Visual Data Discovery
You can use filters to quickly find and display data on your dashboard visuals and in filter snippets.
To filter on attributes in your data, use row-level filters. These filters can be saved, reused, or shared with others in your environment. For more information, see Apply Row-Level Filters.
To filter your data using hierarchical fields, use hierarchy filters. These filters can be saved, reused, or shared with others in your environment. For more information, see Filter by Hierarchy Field.
Cross-visual filters are filters that are created from same-source and cross-source link fields. Visuals publish links to share with other visuals on the same dashboard and subscribe to links that are shared with them by other visuals. When a filter is created using the context menu from a link field, it becomes a cross-visual filter and is applied to all visuals that subscribe to the link, except the visual that created the filter. For more information, see Control How Cross-Visual Filters Interact in a Dashboard.
Wildcard filters can also be used to filter the data on your dashboard visuals. Wildcard filters are row-level filters that allow you to filter and analyze the data in a visual that matches specific combinations of character patterns. For more information, see Apply Wildcard Filters to a Visual, Filter Snippet, or Dashboard.
Keysets are collections of unique data values that can be saved and used in further data analysis across data sources. They allow you to perform multipass and multisource filtering of the data. You can create a keyset by selecting a single field for the keyset from visual data. Filtering the visual data before creating the keyset limits the unique data values the keyset includes. The field you select for the keyset is known as the keyset's key field. Keysets can be applied as filters to other visuals that use the same or different data sources. For more information about keysets, see Use Keysets.
- To filter on metrics and custom metrics, use aggregates, known as group filters. For more information about group filters, see Apply Group Filters.
You can restrict the data available to specific user groups using data source row security filters. See Restrict Access to Data Using Row Security.
Alternatively, use Filter Snippets to filter the data of your dashboard's visuals. See Manage Filter Snippets.
Row-level, keyset, and group filters can be combined on a visual to provide the detail you need.
Note: When working with multiple filter types on the same visual, row-level filters (including wildcard filters) are applied first to a visual, keyset filters are applied next, and group filters are applied last on the aggregated result set.
When multiple values are specified for a single filter, the values are processed using OR processing. The records in the visual or filter snippet need only meet one of the filter value criteria to be selected for processing by the filter. However, when multiple filters are specified, AND processing is used. Records used must meet all filter criteria to be selected for use.
You can create and modify derived fields and custom metrics on the Filters sidebar while you are applying filters to your data. See Maintain Custom Metrics and Maintain Derived Fields.
Controls for filter use by end users are provided using the interactivity sidebar. See Control How Users Interact With a Visual.
The following links contain more detailed instructions and examples for using filters.