This topic describes how to add and configure a filter bar for a chart on a dashboard.

Prerequisites

A dashboard that contains at least two charts is created.

Background information

If multiple charts are created in a dashboard, you can add a filter bar for one of the charts.

Add a filter bar

This example shows how to add a filter bar for a line chart.

  1. Choose Workspace > Dashboards.
  2. On the Dashboards page, click the dashboard on which you want to add a filter bar for a chart.
  3. On the dashboard editing page, move the pointer over the chart for which you want to add a filter bar. Click the More icon in the upper-right corner of the chart and select Filter.
    Query Criteria in Chart
  4. In the Query Criteria in Chart dialog box, configure the following parameters:
    1. Query Conditions
      When you click the Add icon next to Query Conditions to add a filter, the default name of the filter is Unnamed. You can enter a name for a new filter. Region
      Note
      • The name takes effect immediately after you enter the name and move the pointer.
      • You can click the Hide icon to hide a filter. After a filter is hidden, it is no longer displayed on the dashboard but its configuration is retained.
      • You can click the More icon icon to rename or delete a filter.
    2. Associated Charts and Fields
      You can associate a field with the selected chart. Associated Charts and Fields
    3. Query Condition Configuration
      Parameters in the Query Condition Configuration pane vary based on the associated field. For more information about how to configure these parameters, see Configure the display type. Query Condition Configuration
    4. Conditional Cascade Configuration
      After you configure conditional cascading, upper-level fields can control the display of lower-level fields. Conditions at the same level can affect each other. After you configure a global filter bar, tab-level filter bar, and chart-level filter bar, these filter bars are cascaded in the following descending order: global filter bar, tab-level filter bar, and chart-level filter bar. For more information about how to configure conditional cascading, see Configure conditional cascade.

Style

After you configure a filter bar, you can set the display style of the filter bar on the Style tab.

  • In the Template Settings section, you can select a defined template to conveniently configure the filter bar style.
    Styles supported in Template Settings are Right-side Search Box, Drop-down List, and Tile. 13Position

    Template Settings allows you to change the style of a filter bar with one click. After you change the style of a filter bar, you can configure the style in the Basic Settings, Control style, and Field style section.

  • Basic Settings
    • If you select Drop-down List or Tile in the Template Settings section, you can configure the Display Location, Hide query button, Expand All Filters By Default, and Control type parameters. Basic Settings
    • If you select Right-side Search Box in the Template Settings section, you can configure Display Location. Display Location
  • Set Condition Name Display Location in the Control style section.
    • If you select Drop-down List or Tile in the Template Settings section, you can set Condition Name Display Location to Above or Left.
    • If you select Right-side Search Box in the Template Settings section, you can set Condition Name Display Location to Left.
  • Specify the value style and filter width for each field in the Field style section.

    For date and numeric fields, you can specify only the filter width. For text fields, you can also set the value style to Drop-Down or Tile.

Configure Display type

The following content describes the settings of Display Type.
  • Date Selection

    After you associate a date field with a chart in a filter bar, Display Type is automatically set to Date Selection, and Granularity is configured based on the associated date field. Multiple types of time granularities are supported, such as Year, Year-Quarter, Year-Month, Year-Week, Year-Month-Day, and YYYYMMDD HH:MM:SS.

    If you set Interval Type to Start At or End At, you can query data without the need to specify a complete time range. Query data based on a date field
  • Value Input Box
    If the associated field is a measure, you can specify Aggregation Method. The default value is Summation. You can also select No Aggregation or another aggregation method from the drop-down list of Aggregation Method.
    Note If an aggregation method is used in a filter bar, the filter bar cannot be used to query detailed data. You can set Conditional Form to Single Condition, OR, or AND. If you want users to preview a report by using a fixed condition, such as the Equal To condition, select Lock Filter Condition.
    Value Input Box
  • Text Input Box
    Similar to Value Input Box, you can set Conditional Form to Single Condition, OR, or AND for Text Input Box. Text Input Box
  • Drop-down list (Formally Enumerated Filter)
    If you select Drop-down list (Formally Enumerated Filter) from the Display Type drop-down list, you can set Option Source to Automatic Parsing, Single Dataset, or Manual Input. Option Source indicates the source of available values of a filter.
    • If you set Option Source to Automatic Parsing, the values of the query field are automatically parsed. A maximum of 1,000 values can be displayed.

      After you set Query Mode to Multiple Choice, you can select Set Filter Defaults and configure the default values.

      In the Field pane, you can perform the following operations:
      • Enter a keyword in the search box and click the field name that appears to add it to the Added list.
      • Click Add all field values on the left to add all the field values to the Added list.
      • Select the field values from the left side of the Field pane to add them to the Added list.
      • Select Exclude in the lower part of the Added section to exclude the selected field values from the Added list.
        Note
        • If you select a field name and select Exclude in the Field pane and then change Field style to Tile, the field value is excluded from the query result when you click the field name in the filter bar.
        • If you set Field style to Tile and select a field value and then select Exclude in the Field pane, the field value appears with a strikethrough in the filter bar.
      • Click Clear to clear the Added list.
      1
    • If you set Option Source to Single Dataset, you can select a dataset in the workspace to which the current dashboard belongs. We recommend that you select the dataset of the associated chart. The following figure shows the relationships between the associated field, Query Value, and Display Name. 23
      • Associated Field indicates the fields you want to associate with the filter bar in the chart.
      • Query Value is the field in the source dataset that is used to match the associated field.
      • Display Name is the field in the source dataset that is used to filter data. This field appears in the filter bar.
        Note
        • If Display Name is the same as Query Value, the system automatically fills Display Name after you specify Query Value.
        • If Display Name is different from Query Value, you must manually change the value of Display Name.
    • If you set Option Source to Manual Input, click the Manual Input icon. On the Manual Input page, specify Query Value and Display Name.
      • If Query Value and Display Name are the same and it is the first time that you manually enter values, you need only to manually specify Query Value. After you click OK, the system automatically fills Display Name.
      • If Query Value and Display Name are different and it is the first time that you manually enter values, you must manually specify Query Value and Display Name.
      • If it is not the first time that you manually enter values, you must manually enter a new query value and display name. If you enter only the query value, the following error message appears. Error
  • Tree Drop

    Tree drop display is similar to cascading display that is used in earlier Quick BI versions. It reflects the control relationships between fields in a dataset. You must select a dataset before you use the Tree Drop mode. You can set Display Form to Tree or Tile.

    If you select Quick Association, the associated charts and fields in the current dataset are automatically added to the sub-levels of the tree structure. For example, the sub-level of the tree structure is province. After you select Quick Association, the charts that are created based on the dataset company_qbi_testdata are selected and the associated field that corresponds to province is also selected. If you want this feature to take effect on the charts that are created based on a different dataset, select the charts and associated fields.

    Tree DropTree 2
  • Tree Drop
    If you select Tree Drop from the Display Type drop-down list, fields from both the current dataset and another dataset can be selected. Display Form can be set to Tree or Tile, Query Mode can be set to Single Choice or Multiple Choice.
    Figure 1. Example of tree display with single choice
    Example of tree display with single choice
    Figure 2. Example of tree display with multiple choices
    2