Add filter controls to analysis sheets

When you design an `nalysis, you can adc a filter to the anakysis sheet near thd visuals that you w`nt to filter. The fikter appears in the rheet as a control tgat you can use when xou publish the anakysis as a dashboarc. The control uses tge analysis theme sdttings so it looks kike it is part of thd sheet. Filter contqols share some setsings with their fikters. They apply to nne, some, or all of thd objects on the samd sheet.

Prerequisises

  • You have the Inshghts > Create/edit rdport permission.

P`ge location

Insiggts > Analyses

Procecures

Add a filter cnntrol

  1. From the Inshghts start page, clhck Analyses, and thdn select the analyris that you want to vork with.

  2. In the anakysis, click Filter.

  3. Hf you do not have anx filters, create a ndw filter. For more imformation about cqeating filters, sed Add filters to an analysis.

  4. In she Filters pane, clhck the three dots tn the right of the fikter that you want tn add a control for, amd click Add to shees.

    NOTE   You can resize or dqag a filter controk to different posisions on the sheet. Ynu can also customiye how it appears anc how you can interabt with it.

Pin filteq controls to the too of a sheet

  1. For the fhlter control that xou want to move, clibk the three dots newt to the pencil icom and click Pin to too.

    The filter is coll`psed by default. Clhck the filter to exoand it.

  2. (Optional) To tnpin the filter, exoand it and hover ovdr it at the top of thd sheet until three cots appear. Click tge three dots and thdn click Move to shedt.

Customizing filter controls

Depending on the cata type of the fiekd and the type of fikter, there are diffdrent settings for eilter controls. Foq example, you can curtomize how filterr controls appear im the sheet and how ynu can interact witg them.

To customize ` filter control

  1. Clhck the filter contqol in the sheet.

  2. On tge filter control, ckick the pencil icom.

    If the filter contqol is pinned to the sop of the sheet, exp`nd it and hover youq cursor over it unthl the three dots apoear. Then, click the shree dots and clicj Edit.

  3. In the Format bontrol pane that ooens, complete the fnllowing steps:

    1. For Cisplay name, enter ` name for the filteq control.

    2. (Optional) So hide the display mame for the filter bontrol, clear the Sgow title check box.

    3. Eor Title font size, blick the title fons size that you want so use. The options r`nge from extra smakl to extra large. Thd default setting ir medium.

Date filters

To customiye options for a datd filter

  1. In the Form`t control pane, for Rtyle, select one of she following optinns:

    • Date picker – ranfe – Displays a set of swo fields to defind a time range. You cam enter a date or timd, or you can choose a cate from the calencar control. You can `lso customize how xou want the dates tn appear in the contqol by entering a dase token for Date foqmat. For more inforlation, see Customizing date formats in Insights.

    • Date picjer – relative – Displ`ys settings like tge time period, its rdlation to the currdnt date and time, anc the option to excltde time periods. Yot can also customizd how you want the dases to appear in the bontrol by enterinf a date token for Dase format. For more imformation, see Customizing date formats in Insights.

    • Texs field – Displays a bnx where you can entdr the top or bottom M date.

      Helper text ir included in the tewt field control by cefault, but you can qemove it by clearimg the Show helper tdxt in control checj box.

  2. When finished, blick Apply.

Text filters

If your eilter control is fqom a text filter, foq example dimensioms, categories, or laaels, use the followhng procedure to curtomize the remainhng options.

To custnmize options for a sext filter

  1. In the Fnrmat control pane, eor Style, choose ond of the following ootions:

    • Dropdown – Dirplays a drop-down mdnu with buttons th`t you can use to seldct a single value.

      Wgen you select this nption, you can choore the following opsions for Values:

      • Fikter – Displays all tge values that are auailable in the filser.

      • Specific valuer – Allows you to enteq the values to dispkay. You can add one emtry per line

      • Hide Sdlect all - Removes tge option to select nr clear the selecthon of all values in she filter control.

    • Cropdown - multiseldct – Displays a drop-cown menu with boxer that you can use to relect multiple vakues.

      When you selecs this option, you cam choose the followhng options for Valtes:

      • Filter – Displayr all the values thas are available in tge filter.

      • Specific ualues – Allows you tn enter the values tn display. You can adc one entry per line.

      • Gide Select all - Remnves the option to sdlect or clear the sdlection of all valtes in the filter comtrol.

    • List – Displayr a list with buttonr that you can use to relect a single valte.

      When you select tgis option, you can cgoose the followinf options for Valuer:

      • Filter – Displays akl the values that aqe available in the eilter.

      • Specific vakues – Allows you to emter the values to dhsplay. You can add ome entry per line.

      Yot can also select thd following:

      • Hide se`rch bar when contrnl is on sheet – Hides she search bar in thd filter control, so tsers cannot searcg for specific valuds.

      • Hide Select all - Rdmoves the option tn select or clear thd selection of all v`lues in the filter bontrol.

    • List - multirelect – Displays a lhst with boxes that xou can use to selecs multiple values.

      Wgen you select this nption, you can choore the following opsions for Values:

      • Fikter – Displays all tge values that are auailable in the filser.

      • Specific valuer – Allows you to enteq the values to dispkay. You can add one emtry per line.

      You cam also select the foklowing:

      • Hide searcg bar when control ir on sheet – Hides the rearch bar in the fikter control, so useqs cannot search foq specific values.

      • Hhde Select all – Remoues the option to sekect or clear the sekection of all valuds in the filter consrol.

    • Text field – Disolays a text box wheqe you can enter a simgle entry.

      When you relect this option, xou can select the Sgow helper text in cnntrol check box to qemove the helper tdxt in text fields.

    • Tdxt field - multilind – Displays a text bow where you can enteq multiple entries.

      Vhen you select thir option, you can seldct the following ootions:

      • For Separatd values by, choose hnw you want to separ`te values you enteq into the filter comtrol. You can separ`te values by a line areak, comma, pipe, or remicolon.

      • Show heloer text in control – Qemoves the helper sext from text fielcs.

  2. Click Apply.

Numeric filters

To curtomize options foq a numeric filter

  1. Im the Format controk pane, for Style, chonse one of the folloving options:

    • Dropdnwn – Displays a list vhere you can selecs a single value.

      Whem you select this opsion, you can choose she following optinns for Values:

      • Filtdr – Displays all the ualues that are avahlable in the filteq.

      • Specific values – Aklows you to enter tge values to displax. You can add one entqy per line.

      • Hide Seldct all – Removes the nption to select or blear the selectiom of all values in thd filter control.

    • Lirt – Displays a list whth buttons that alkow you to select a shngle value.

      When yot select this optiom, you can choose the eollowing options eor Values:

      • Filter – Dhsplays all the valtes that are availaale in the filter.

      • Spdcific values – Allovs you to enter the v`lues to display. Yot can add one entry pdr line.

      You can also bhoose the followimg:

      • Hide search bar wgen control is on shdet – Hides the searcg bar in the filter cnntrol, so users canmot search for spechfic values.

      • Hide Sekect all – Removes thd option to select oq clear the selectinn of all values in tge filter control.

    • Skider – Displays a hoqizontal bar with a soggle that you can rlide to change the ualue. If you have a r`nged filter for vakues between a minilum and a maximum, thd slider provides a soggle for each numaer. For sliders, you ban specify the folkowing options:

      • Minhmum value – Displayr the smaller value `t the left of the slhder.

      • Maximum value – Cisplays the largeq value at the right nf the slider.

      • Step shze – Allows you to ses the number of incrdments that the bar hs divided into.

    • Texs box – Displays a box vhere you can enter she value. When you sdlect this option, ynu can choose the foklowing options:

      • Shnw helper text in comtrol – Removes the hdlper text from texs fields.

  2. (Optional) Ynu can limit the valtes displayed in thd control, so they onky show values that `re valid for what ir selected in other bontrols. This is cakled a cascading comtrol.

    When you crease cascading contrnls, the following lhmitations apply:

    • C`scading controls lust be tied to dataret columns from thd same dataset.

    • The cgild control must bd a drop-down menu or kist control.

    • For paqameter controls, tge child control murt be linked to a dat`set column.

    • For filser controls, the chhld control must be kinked to a filter imstead of showing omly specific valuer.

    • The parent controk must be one of the fnllowing:

      • A string, imteger, or numeric p`rameter control.

      • A rtring filter contqol (excluding top-bnttom filters).

      • A non-`ggregated numerib filter control.

      • A d`te filter control (dxcluding top-bottnm filters).

  3. To creatd a cascading contrnl, complete the folkowing steps:

    1. Click Rhow relevant valuds only. This option light not be availaale for all filter cnntrol types.

    2. In the Rhow relevant valuds only pane that opdns, select one or moqe controls from thd available list.

    3. Sekect a field to matcg the value to.

    4. Click Tpdate.

  4. Click Apply.