This topic describes how to add and configure a filter bar for a tab. You can add multiple filter bars to a tab to query data of one or more charts.

Prerequisites

Sample

Sample-3.11

Add a filter bar to a tab

The following example shows how to add a filter bar to Tab 1.

  1. Click the Workspace tab. In the left-side navigation pane, click Dashboards.
  2. On the Dashboards page, click the dashboard to which you want to add a filter bar.
  3. On the dashboard editing page, add a filter bar to the tab.
    You can add a filter bar to a tab by using one of the following methods:
    • Move the pointer over Tab 1, click the More icon icon on the right side of the tab, and then select Filter. 1
    • In the Chart Design panel, click the Filter-3.11 icon next to Tab 1 in the Labels section of the Style tab. 2
  4. In the Set Query Conditions dialog box, configure the parameters.
    1. Query Conditions
      When you click the New Filter icon next to Query Conditions to add a filter, the default name of the filter is Unnamed. You can enter a name for the filter. Filter name-3.11
      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. However, the configuration is retained.
      • You can click the More icon icon to rename or delete a filter.
    2. Associated Charts and Fields
      Select the charts and fields that you want to associate with the filter bar. You can select Smart Field Selection. This feature automatically selects associated fields in the charts that are created based on the same dataset as the current chart. If a large number of charts exist, select the check boxes next to the charts that you want to associate with the filter bar. Associated Charts and Fields
    3. Query Condition Configuration
      Parameters in the Query Condition Configuration pane vary based on the associated field. The following figure shows the parameters for a year-granularity time 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 configure the filter bar style.
    Styles supported in Template Settings are Right-side Search Box, Drop-down List, and Tile. 13Background settings-3.11

    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 still configure the style in the Basic Settings, Control style, or 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-3.11
    • If you select Right-side Search Box in the Template Settings section, you can configure Display Location. Display Location-3.11
  • 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.

      If Tab Layout is set to Right, Condition Name Display Location cannot be set to Right.

  • Specify the value style and filter width for each field in the Field style section.

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