All Products
Search
Document Center

Quick BI:Add and Configure a Filter Bar for a Tab

Last Updated:Apr 26, 2024

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

TensorBoard

image.png

Add a filter bar to a tab

The following example describes how to add a query control to the Sales status tab.

  1. 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 the Sales status tab and click the icon on the right side 更多of the tab to select Insert Query criteria.

      image.png

    • In the Label section of the Style tab, click the 311-查询控件icon next to Tab1.

      image.png

  2. In the Set Query Conditions dialog box, configure the parameters.

    1. Query Conditions

      If you click the 添加icon in the Query Condition section and add a query condition, the default name is Unnamed. You can enter a name for the query condition.

      image.png

      Note
      • The name takes effect immediately after you enter the name and move the pointer.

      • You can click the 隐藏 icon to hide a filter. After a filter is hidden, the filter is no longer displayed on the dashboard. However, the configuration is retained.

      • You can click the 更多操作 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.

      43.gif

    3. Query Condition Configuration

      The query condition configuration varies based on the type of the associated field. The following table describes the query conditions for the year granularity of the time type field. For more information, see Query conditions.

      image.png

    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, see Configure conditional cascade.

Configure the 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.

    21.gif

    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.

  • In the Location and Layout section, configure the following settings.

    If you set Template Configuration to Title Drop-down or Title Tile, you can set Default Expand All Filter Conditions, Condition Arrangement, Condition Position in Container, and Condition Spacing in the Position and Layout section.

    22.gif

  • In the Conditions section, configure the following settings:

    Parameter/Option

    Marquee Style

    The marquee style supports Fill, Wireframe, and Simple.

    44.gif

    Background color

    You can set the background color of the conditional marquee.

    image.png

    Borders

    You can set the border thickness and color of the conditional marquee.

    image.png

    Fillet

    You can set the size of rounded corners for conditional marquee.

    image.png

    Text

    You can set the text color and font size of the conditional marquee.

    image.png

    Custom Condition Style

    You can customize the style of a single query condition based on the display type of the query condition.

    image.png

    For more information, see Customize conditional styles.

    Note

    If the object is duplicated, the custom style overwrites the common style above. You can choose Reset to restore the default.

  • You can specify whether to display the Condition Name and configure the position, text, and spacing between the condition name and the marquee.

    Parameter/Option

    Position

    If you select Title Drop-down or Title Tile for Template Configuration, you can set the condition name to the top or left position. If you set the value to Top, the supported alignment modes are Left Align, Center Align, and Right Align.

    45.gif

    Text

    Supports setting the text style of the condition name.

    image.png

    Distance from marquee

    You can set the condition name and the marquee spacing.

    46.gif

  • In the Button section, you can configure the Button Display, Button Position, Button Color, Button Round, and Text styles.

    Parameter/Option

    Button Display

    image.png

    Note

    The Reset and Clear buttons appear only when Clear and Show are selected configuration items the button display.

    • Reset: indicates that the filter is restored to the default settings.

    • Clear: indicates that the filter is cleared.

    For example, if Filter Bar A is cascaded with Filter Bar B, Filter Bar A is the upper level of Filter Bar B. If Filter Bar A is reset or cleared, Filter Bar B is also reset or cleared. If Filter Bar B is reset or cleared, Filter Bar A does not change.

    Button Color

    You can set the Button Color.

    image.png

    Button Fillet

    You can set Button Fillet.

    image.png

    Text

    The text style of the button.

    image.png