With an Interactor license level, you can filter data in a view so you can narrow the visualization to the data of interest. For example, a regional sales report may show sales for several different regions. You can focus on how your region is doing using filters. Then you can revert the filter to return to the original view and compare your region to others. There are two ways to filter the view: Quick Filters and the Filter toolbar button.
Depending on how the view or dashboard was authored and published, you may have access to a variety of quick filters. These display next to the view as check boxes, sliders, drop-down lists, and more. You can quickly include and exclude data by making selections, dragging sliders, and so on.
There are many different types of quick filters. The author of the view chooses the type of filter that best shows the values you are filtering. Each type of filter and how you can interact with it is described below.
Multiple Values List Shows a list of checkboxes. Select the values to include. |
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Single Value List Shows a list of radio buttons. Select one value at a time to include. |
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Compact List Shows a drop-down list of values. Select one value at a time to include. |
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Slider Shows values along a range. Drag the slider or use the arrows to select a single value to include. For quantitative values use the two sliders to specify a range of values. |
Wildcard Match Shows a text field. Include all values that contain a specific set of characters. You can use the asterisk symbol ( * ) as a wildcard character. |
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Type In Shows a text field. Type a value and click the plus symbol to include it in the filter. Alternatively, copy and paste a list of values into the text field. |
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Date Filters Date filters can be shown in most of the filter types described above. However, there are a few more types that are specific to dates. For example, relative date filters allow you to include common date ranges such as "last 3 weeks" or "year to date." Or you can select from a collection of predefined date periods such as 1 day, 1 week, 3 months, etc. |
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Multiple Value List (hierarchical) If the view uses a multidimensional data source the multiple value list shows the hierarchical levels. Use the level selectors at the top to select all values at the given level. |
Many quick filters have additional options that display when you hover the pointer over the filter area on the page. For example, sometimes it is easier to select what you don't want to see than all the things that you do want. Options on the drop-down menu for a multiple value list let you switch between an Inclusive and Exclusive filter. Each type of filter has its own set of options available in the drop-down menu in the upper right corner of the filter area. The availability of these options is controlled by the author of the view.
In addition, if a filter contains a lot of values, you can use the search to quickly find and select what you're looking for. Click the Search button that shows when you hover the pointer over the quick filter. Then start typing the value you are looking for. The results show directly below the search box making it easy to select.
Finally, you can limit the values shown in a quick filter using the Show More Values/Show Fewer Values button. When you show more values, all values from the field are displayed. When you show fewer values, the other active filters are considered. Only values that pass all of the filters are shown. For example, a view may be filtered to show sales greater than $5000 in the Western and Central regions. When you show more values, the Region filter will show all regions. When you show fewer values, the Region filter will only show regions where sales are greater than $5000.
Regardless of whether a view has quick filters available, you can include and exclude data using the toolbar. Select headers in the view and click one of the Filter buttons in the toolbar at the top of the page. Click the Exclude button to remove the selected values from the view, and click Keep Only to exclude everything else from the view.
If at anytime you want to restore the filters to how they were when the view was published, use the Revert button. You can either reset all filters at once or selectively reset them one at a time.