This topic describes how to use filters to filter data. When you edit a dashboard or workbook, you can use a filter to obtain the required data from a dataset. You can filter data of the string, numeric, and date types.

Filter data of the string type

This example shows how to obtain municipalities from the values of the province field.

Filter data to obtain municipalities

  1. On the Data tab, drag the province field from the Dimensions list to the Filters section. Move the pointer over the province field and click the Filter icon to specify the filter range. Character
  2. Configure the filter based on your business requirements.
    Parameter Description Example
    Filter Method Valid values: By Condition and By Enumeration. By Enumeration
    Conditional Form Value values: Single Condition, OR, and AND.
    Note You need to configure Conditional Form only when Filter Method is set to By Condition.
    N/A
    Query Mode Valid values: Single Choice and Multiple Choice.
    Note You need to configure Query Mode only when Filter Method is set to By Enumeration.
    Multiple Choice
    Filter Condition You can set the filter condition based on your business requirements. Yunnan, Inner Mongolia, and Beijing
  3. When you set Filter Condition, you can click Quick input to enter the required fields.
    Alternatively, select fields from the Field pane to add them to the Added list, as shown in the following figure. 3
    In the Field pane, you can perform the following operations:
    • Enter a keyword in the search box and click the field value 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 field values from the Field pane to add them to the Added list.
    • Select Exclude at the bottom of the Added pane to exclude the selected field values from the Added list.
    • Click Clear to clear the Added list.
  4. Click OK to save the settings.
  5. Click Update. The chart is updated based on the filter settings.

Filter data of the numeric type

You can specify a value range in the filter. For example, you can specify an order quantity that ranges from 50,000 to 100,000. The chart displays data based on the specified range.

Filter data within a specified profit range

  1. On the Data tab, drag-and-drop the profit_amt field from the Measures list to the Filters section. Move the pointer over the profit_amt field and click the Filter icon to specify the filter range. Value
  2. In the Set Filter dialog box, configure a filter condition. For example, you can set Filter Condition to >(Greater than), <(Less than), or =(Equal to). Value
  3. Click OK to save the settings.
  4. Click Update. The chart is updated based on the filter settings.

Filter data of the date type

You can use filters to filter data that is generated within a specified time range. The following example demonstrates how to filter the data of order_amount in all regions from the year 2013 to the year 2015.

Note The filter condition that you specified can be accurate to the second.

Filter by report_date(year)

  1. On the Data tab, drag the report_date(year) field from the Dimensions list to the Filters section. Move the pointer over the report_date(year) field and click the Filter icon to specify the filter range. Filter
  2. Configure the Filter based on your business requirements.
    Parameter Description Example
    Filter Method Valid values: Single Year and Year Interval Year Interval
    Interval Type Valid values: Start At, End At, and Time Interval.
    Note You need to configure Interval Type only when Filter Method is set to Year Interval.
    Time Interval
    Filter Condition You can select Relative Time or Exact Time. Exact Time
    1
  3. Click OK to save the settings.
  4. Click Update. The chart is updated based on the filter settings.