Create cascading filters

The purpose of a cascading action, such as a filter, is that the configurations in the higher levels of a hierarchy affect the lower levels of a hierarchy. To set up cascading filters, you must have a trigger point where the filter is activated and target points where the filter is applied. In Insights, the trigger and target points are included in the visuals.

Prerequisites

  • Your organization has a subscription to Calabrio Insights.
  • You have the Insights > Create/edit report permission.

Page location

Insights > Analyses

Procedures

To create a cascading filter, you set up an action instead of a filter because you must define how the cascading filter is activated, which fields are involved, and which visuals are filtered when someone activates it. For more information, including step-by-step instructions, see Using custom actions for filtering and navigating.

A filter that is activated from a widget on a dashboard is called a sheet control. A sheet control is a custom menu that you can add to the top of your analysis or dashboard. The most common sheet control is a drop-down menu, which displays a list of options to choose from when you open it. To add one of these to your analysis, create a parameter, add a control to the parameter, and then add a filter that uses the parameter. For more information, see Setting up parameters in Insights, Using a control with a parameter in Insights, and Adding filter controls to analysis sheets.

A filter that always applies to multiple visuals is a regular filter, except that you set its scope to apply to multiple or all visuals. This type of filter does not cascade, because there is no trigger point. It always filters all the visuals that it is configured to filter. To add this type of filter to your analysis, create or edit a filter and then choose a scope for all visuals, some visuals, or only this visual. For more information, see Add a text filter to an analysis.