How to Add a Combo Box Filter
Selecting the Combo Box Filter
If you are a Bold BI Cloud user, log in to your cloud site account. If you are an Embedded BI user, open the Bold BI application installed on your server.In this post, I am going to add a combo box filter to an area chart widget.
My area chart widget highlights the maximum temperature for each day of August 2018 (if you have not already done so, please feel free to read the post outlining how I created my area chart widget).
First, I need to drag the combo box filter from the “Filters” section of the widget menu onto my dashboard.
Assigning the Data and Customizing the Combo Box Filter
After I drag the combo box onto my dashboard, I need to rename it and assign data to it.
I would like my combo box to filter data by date, so I will click the “Settings” button in the upper right corner of the filter, click the “Properties” tab, and type “Select Date” into the combo box’s name field.
Next, I will click the “Assign Data” tab and will drag the “Date” field to the “Column” box.
The “Date” field sorts data by year by default, but I would like to be able to filter data by the individual days of the month. To update my filter, I need to click the “Options” button that appears beside the “Date” field and select “Day.”
Now, my filter has been created, and I can select any date from the combo box in order to see the maximum temperature data for that day.
To test my filter’s functionality, I can click the “Preview” button in the upper right corner of my dashboard and navigate to the combo box.
I can select a date from my combo box, and my widget will show me the maximum temperature for that day.
If I would like to clear the filter, I need only click the “Clear Master Filter” button that appears in the upper right corner of my combo box, and the widget will return to its original appearance.
