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How to Apply Filters Across Multiple Columns Using the Text Filter Widget

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Applying filters across multiple columns in a data grid can enhance the user experience by allowing for more dynamic and targeted data analysis. Bold BI’s Text Filter Widget provides a versatile way to achieve this functionality. Below are the steps to configure the Text Filter Widget to filter data across multiple columns in a Grid Widget.

Step-by-Step Configuration

  1. Configure the Text Filter Widget with the required string type column of first data source and this will be the primary column for filtering.

    configure-text-filter-widget.png
  2. Next, configure the Grid Widget to display required columns from the second data source. These columns will be affected by the filter applied by the Text filter widget.configure-grid-widget.png

  3. Open the Filter Configuration window and set up a custom filter that will apply to the required columns.

    configure-custom-filters.png
  4. In preview, input the desired name into the Text Filter Widget. The Grid Widget will update to display only the rows that match the filter criteria.

    apply-filter-in-preview.png

Understanding Filter Operations

The Text Filter Widget in Bold BI supports various operations such as Contains, Starts with, and Ends with. Choose the operation that best suits your filtering needs:

  • Contains: Use this operation to filter rows where the specified text appears anywhere within the targeted columns.
  • Starts with: Select this option to filter rows where the targeted columns begin with the specified text.
  • Ends with: Choose this to filter rows where the targeted columns end with the specified text.

For effective results, ensure that the text entered matches the criteria of the chosen operation. Refer to this section for more detailed information and guidance on using the Text Filter Widget in Bold BI.

Additional References

By following these steps, you can efficiently apply filters across multiple columns in Bold BI dashboards, enabling more refined data analysis and reporting.

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Written by Sammanasu Mary Jesuraj
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