Using a Cascading Member Filter

This applies to: Managed Dashboards, Managed Reports

A cascading filter allows you to select values from each level of a hierarchy from separate drop-down lists. The options in each drop-down are filtered based on what was selected in the previous drop-down.

In order to take advantage of separate drop-downs for each hierarchy level, you need to be using a hierarchy with multiple levels. These can be created from the main menu to use if needed, or may have been added already to a data cube or OLAP cube.

Setting Up the Cascading Filter

Add the multi-level hierarchy and other data you want to see in a metric set on a dashboard or other view.

In the toolbar, click Filter, click More to see all the options, and choose a Cascading filter.

Connect the filter to your hierarchy.

Testing

The filter in this example connects to a product hierarchy like the one created in Automatic Joins and Hierarchies.

Select Bikes on the first level drop-down (Product Category level).

Click on the second level drop-down. The values listed should belong to the value that was previously selected (Bikes). Select Mountain Bikes.

Click on the third level drop-down. The values listed should again belong to previous value (Mountain Bikes). Select Mountain-100 Black, 42.

Result

Properties

You can customize properties such as the following in the Properties window:

• Hide Token Menu: If this option is selected, the triangular token menu button will not be displayed.

• Manual Items: If enabled, the item(s) are manually controlled instead of auto-populated from your data. This is most useful when using this control with script instead of with a parameter, and does not apply when connected to a view parameter and hierarchy.

• Show Checkboxes: Enable the user to select multiple items. This only applies to the last hierarchy picker.

• Set Value On Any Filter Change: By default, any visualizations affected by this filter will only update when a value is chosen in the last drop-down. Enabling this option will cause the visualizations to update whenever any of the drop-downs change.

• Show Search: Show the search bar to enable users to search for specific hierarchy members. This applies to all drop-downs.

For more information, see:

• Video: Filters

• Data Cubes

• Automatic Joins and Hierarchies

• Design Overview