How to Use the Redesigned Dimension Filter in a Dashboard
Overview
The Dimension Filter has been redesigned to provide more space for viewing, selecting, and managing dimension values, making it easier to work with fields containing a large number of values.
The redesigned filter interface includes List, Condition, and Rank filtering options.
Configuring the Dimension Filter
To customize the filtering behavior of a dimension field, drag and drop the required Dimension Field into the control designer and open the filter settings.
The Dimension Filter displays the List, Condition, and Rank sections, which can be configured based on the filtering requirement.
List-based filtering
Through this filtering, you can filter specific items from consideration. You can enable it by clicking the List toggle button.
The List section allows you to select specific values for filtering. It contains two panels:
- Available Values: Displays the values available in the selected dimension field.
- Selected Values: Displays the values chosen for filtering.
Use the Search values option in either panel to quickly find a specific value.
Use the following options to manage values:
Add >: Moves the checked values to Selected Values.
Add All >>: Moves all available values to Selected Values.
< Remove: Removes the checked values from Selected Values.
<< Remove All: Removes all values from Selected Values.
The footer of each panel displays the current value range and checked-value count. The interface also supports scrolling through large sets of values.
After selecting the required values, choose:
Include: Includes the selected values in the filtered results.
Exclude: Excludes the selected values from the filtered results.
The Search text box helps you to filter the items from the large list and search for a specific one in both Available and Selected Values sections.
Click Apply Filter to save the changes made in the filter list.
Click Cancel to cancel the changes made in the filter list if required.
NOTE: This redesigned Dimension Filter experience is available starting with Bold BI version 17.1.30 and later.
Condition-based filtering
Through this filtering, you can impose a condition based on which the filter needs to be applied. This filtering option is disabled by default. You can enable it by clicking the Condition toggle button.
Set the column near the Column label by which the filter criteria need to be defined. Set the summary type near the Summary label based on which aggregation needs to be applied over the selected column. Set the compare operator and the value to compare against the column values.
Click Apply Filter in the filters dialog to save the changes made with respect to condition-based filtering.
Click Cancel in the Filters dialog to ignore the changes if required.
Rank-based Filtering
You can filter the n items by setting the mode, count, column, and summary fields through the rank-based filtering. You can enable it by clicking the Rank toggle button.
Set the top or bottom mode in the Mode field and set the number of records to filter in the Count field. Set the column name in the Column field based on which the filter needs to be applied.
Set the summary type in the Summary field based on which aggregation needs to be handled and whose output should have been compared with the corresponding value in widget-bound data.
Applying the Filter
After configuring the required filtering options:
- Click Apply Filter in the filters dialog to save the changes made with respect to filtering.
- Click Cancel in the Filters dialog to ignore the changes if required without applying the pending changes.