Manage filters

Use appropriate filters to focus on certain areas when analyzing reports. The fields for applying filters are available in the Filters panel.

You can apply filters on different levels.

  • Visualization—affects the selected visualization.
  • Page—affects all visualizations on the same page.
  • All pages—affects all visualizations on all pages included in the report.

Filters are mostly set up by using dimensions, but you can also filter on relative values for measures. For example, that the measure is less than, equal to, or greater than a given value. Hold the mouse pointer over the filter icon to see which filters that affect a selected visualization.

Each visualization on a page has individual settings and a menu that is only visible when the visualization is selected. These settings shows up either next to the visualization in the upper right corner or in the lower right corner, depending on where there is space on the page.

A slicer visualization is an alternate way of filtering. It narrows the portion of the data shown in other visualizations and offers on-canvas filtering. Different data types (dimensions or measures) create different types of slicers, with different effects and options. Numeric and date or time data types uses range slider slicers by default. For example, the Month data field uses a Between range slider slicer type by default. You can change it to other slicer types and selection options.

With a numeric range slider, you can apply different types of filters to any numeric column in your data model. Choose to filter between numbers, less than or equal to a number, or greater than or equal to a number.

A slicer on one page can be applied on selected pages or all pages in the report.

Prerequisites

  • You have the Insights > Create/edit report permission.

Page location

WFM > Insights

Procedures

Apply a filter via the Filter fields

  1. Select a page. To apply the filter to a specific visualization, select the visualization.

    NOTE   If you haven't selected any visualization you can only apply the filter on page or report level.

  2. Expand the Filters panel.
  3. Drag a dimension or a measure to Add data fields here for the filter level to use.
  4. Click on the down arrow on the right side of the field to expand the rows.
  5. Choose the type of filter.

    • Examples for dimensions: Basic filtering, Advanced filtering, Relative filtering or TopN. When you use basic filtering, select the check box to require single-selection or to accept multi-selections. When using relative date filters, select the appropriate check box to include today's date or not.
    • Examples for measures: Is less than, Is less than or equal to, Is greater than, Is greater than or equal to, Is, Is not, Is blank, Is not blank.
  6. Set the criteria.
  7. Select if the filter should be visible or not in the filter panel by toggling the Eye button on or off. A filter that is not visible is only shown in editing mode.
  8. Select the if the filter should be locked or unlocked by toggling the Lock button on or off. A filter that is locked cannot be changed by other users.
  9. Click on the eraser button to clear all the filter criteria.
  10. Click on Apply filter at the bottom of the filter area.
  11. In the top right corner of the Filters panel there is an Eye button that controls the visibility of the Filters panel. Use this to show or hide the Filters panel when working in view mode.
  12. Click Save.

Set filter via a slicer visualization

  1. Select a page.
  2. Click the slicer visualization type in the Visualizations panel. You can move, resize, and format the slicer.
  3. Drag data fields to the Fields area in the Visualizations panel.
  4. To change the slicer type, hover over the upper-right area of the slicer, drop down the carat that appears, and choose one of the other options. The slicer appearance and selection options change immediately.
  5. Apply the filter to other pages in the report, if needed.

    • Click the View menu in the Report panel and select Sync slicers. The Sync slicers panel appears to the right with two columns; Sync and Visible.
    • Select the check boxes for each page that you want to apply the filter to. Select to make it visible or not.
  6. Click Save.
NOTE   
  • If you sync a slicer to other pages but do not make it visible on that page, the slicer selections made on the other pages still filter the data on the page.
  • The slicer initially appears on the synced pages in the same size and position as on the original page. You can move, resize, and format synced slicers on the various pages independently.
  • See Manage visualizations for information on how a visualization interacts with other visualizations.

Show or hide filters

In the view mode, you can see the filters in the Filters panel if they are set to be visible. If the filters are not locked, you can alter the filter in the Filters panel.

In the edit mode, you can see the visible filters in the Filters panel. Use the Add data fields here to add more filters to the same level. The Eye button in the top right corner of the Filters panel controls the visibility of this panel. Use this button to show or hide the Filters panel when working in the view mode.

  • In the top right corner of the Filters panel, click the Eye button to select if the panel should be visible or not.
  • Click the Lock button for a specific filter to lock or unlock it.