Quick BI provides drill-down, filter interaction, and hyperlink features to simplify multidimensional data analysis. This topic describes common scenarios for filter interaction and explains how to use it.
Scenarios
Filter interaction lets you dynamically update the content of one or more charts by interacting with or selecting a condition in another chart.
Scenario description: In a sales data dashboard, you may want to view information, such as sales and shipping costs, for a specific region, such as "East China". You can do this by selecting the "East China" region on a map chart to trigger filter interactions with other chart components.
Filter interaction effect: When a report viewer clicks the "East China" region on the map, the other charts in the report update to show information for the "East China" region, such as sales and shipping costs.
Limits
The following charts support the filter interaction feature.
Tables: cross table, details table, trend analysis table, multidimensional analysis table, and heatmap.
Metric charts: kanban, metric trend chart, ticker board, progress bar chart, gauge, water polo chart, metric decomposition tree, and metric relationship chart.
Line and area charts: line chart, area chart, stacked area chart, 100% stacked area chart, and combination chart.
Column and bar charts: column chart, stacked column chart, 100% stacked column chart, circular bar, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, bullet chart, and box plot.
Pie and doughnut charts: pie chart, rose chart, sunburst chart, radar chart, and treemap chart.
Bubble and scatter charts: bubble chart, scatter chart, and faceted scatter chart.
Funnel and conversion charts: funnel chart, comparison funnel chart, flow analysis chart, and Sankey diagram.
Geographic charts: colored map, bubble map, heat map, building heat map, fly line map, and symbol map.
Other charts: word cloud and timeline.
Application Preview
When you click the East China region in the Regional Order Sales chart, the Regional Order Quantity Overview and Product Sales Details charts update to show data for the East China region. When you click the Medium order level in the Regional Order Quantity Overview chart, the Regional Order Sales and Product Sales Details charts update to show data for the Medium order level within the East China region.
Configuration Entry Point
Click 
at the top of the dashboard editing page. On the Advanced tab, navigate to Interaction Control > Filter Interaction to configure global filter interaction settings for charts.
You can use the automatic filter interaction feature to associate charts that use the same dataset. Alternatively, you can manually configure filter interaction for a specific chart. You can also configure how a chart initiates and responds to filter interactions.
Configuration Item | Description | |
Setting Type | Automatic filter interaction | Automatically associates charts in the dashboard that use the same dataset. For more information, see Configure Automatic Filter Interaction. |
Manual filter interaction | Manually configures filter interaction for a specific chart in the dashboard. For more information, see Configure Manual Filter Interaction. | |
Initiation Method | Simultaneous effect | If a dimension that initiates a filter interaction is also configured for drill-down, when a report viewer clicks a data value for that dimension in the main chart, the main chart immediately drills down based on the selected value. The other charts linked to the main chart automatically filter to show data related to the selected value. |
Select filter interaction or drill-down from a pop-up layer | When a dimension is configured for both drilling and filter interaction, clicking a data value for that dimension in the main chart displays a floating layer. This layer prompts the report viewer to choose between the drill down and filter interaction operations. If the drill down operation is selected, only the main chart drills down based on the selected value. Other charts are not affected. If the filter interaction operation is selected, the value in the main chart is highlighted, and linked charts automatically filter to show related data.
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Response Method | Filter interaction | When you select specific data in one chart, other associated charts automatically update based on the selected conditions and display only the data that meets the filter criteria. This method helps you focus on specific issues or data ranges by excluding irrelevant data. It is suitable for in-depth analysis of specific datasets or group characteristics. |
Highlight interaction | When you select specific data in one chart, the corresponding data in other associated charts is highlighted. The remaining data is still displayed and is not filtered out. This method lets you quickly highlight or compare specific data while maintaining a global perspective. It is suitable for scenarios where you need to view both the overall situation and specific data. Note Only the following charts support highlight interaction:
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Procedure
You can set charts to use automatic or manual filter interaction based on your requirements. You can also configure the activation mode for the filter interaction.
Configure Automatic Filter Interaction
In automatic filter interaction mode, charts in the dashboard that use the same dataset are automatically associated.
Enable Automatic Filter Interaction
In the Sales Analysis dashboard, click Page Settings. On the Advanced tab, enable Automatic Filter Interaction in the Interaction Control section.
After you enable this feature, all charts that use the same dataset in the dashboard are automatically associated. For example, if you click the East China region in the Regional Order Sales chart, other charts automatically update to show data for the East China region.
You can view the filter interaction status of the Regional Order Sales chart in the floating filter interaction panel on the right or change the filter interaction values directly. For more information, see Filter Interaction Panel.
Bidirectional Filter Interaction
To view data for Technical Products in the East China region of the Regional Order Sales chart, click the Technical Products type in the linked Product Type Distribution chart to enable bidirectional filter interaction.
The filter interaction panels for both charts then appear in the filter interaction box. For more information, see Filter Interaction Panel.
Custom Configuration for Automatic Filter Interaction
If you have enabled automatic filter interaction for the Region field, you can still configure separate associations for other fields. To do this for the Regional Order Sales chart, use its filter interaction configuration pop-up window.
Select the Order Sales chart. On the Analysis tab, in the Data Interaction section, click the
icon next to Collaborative Linkage.
In automatic filter interaction mode, charts that use the same dataset have filter interaction conditions configured by default. In the pop-up window, click Click to Unlock to configure other filter interactions.
ImportantUnlocking cancels automatic filter interaction. If you previously configured manual filter interaction, the settings revert to the last manual configuration.
After unlocking, select the charts you want to link. Click the
icon next to a chart to customize the fields to associate. When you are finished, click OK.
If many charts are configured in the dashboard, you can enter a chart name in the search box in the upper-right corner to quickly find it.
Configure Manual Filter Interaction
If you have not enabled automatic filter interaction, you can configure filter interaction for a specific chart from its filter interaction configuration pop-up window.
On the Analysis tab for Regional Order Sales, click the
icon next to Collaborative Linkage to open the settings.
On the Chart Filter Interaction Settings page, select charts from the same or different datasets to associate as required.
Same Dataset
If the charts you want to associate belong to the same dataset, configure them on the Same Dataset tab. For example, select Regional Order Quantity Overview and click OK.
Different Datasets
If the charts you want to associate belong to different datasets, configure the field mapping rules on the Different Datasets tab.
Select the dataset to associate, and then click Add Field Mapping Rule, as shown in the following figure.
You can customize the mapping field name (①) and then click Save (②). After saving, configure the field mapping relationship between the datasets (③) by selecting fields from the current chart dataset and the linked chart dataset. Next, select the charts to which you want to apply the mapping rule (④). Finally, click OK in the lower-right corner to complete the configuration (⑤). The following figure shows this configuration.
Chart Selection
You can select one or more charts, or all charts, for filter interaction. If there are many charts, you can also search for a chart by entering its name. After you search, you can select all charts in the search results. For example, if you search for "annual" and four results are returned, selecting all will select these four charts.
Carry-over Conditions
If query controls are configured for the dashboard, you can select the query conditions to carry over during filter interaction in the Carry-over Conditions section. For example, to carry over the Region query condition as East China, select its checkbox.
Configuration Effect
When you click the East China region in the Regional Order Sales chart, the Regional Order Data Overview chart from the same dataset is linked and displays data for the East China region. The Cross Table from a different dataset is also linked and displays data for the East China area.
Configure Filter Interaction Activation Modes
You can configure the global activation modes for filter interaction, which determine how charts initiate and respond to filter interactions.
Click Page Settings at the top of the dashboard editing page. On the Advanced tab, navigate to Interaction Control > Filter Interaction > Activation Modes to configure the global activation rules.
On the Initiation tab, configure how the main chart initiates a filter interaction. The following settings are supported.
Configuration Item
Description
① Initiation Method
Sets the initiation method for when a dimension is configured for both filter interaction and drill-down.
Simultaneous effect: When a report viewer clicks a data point of the dimension, both filter interaction and drill-down operations are executed at the same time.
Select filter interaction or drill-down from a pop-up layer: When a report viewer clicks a data point of the dimension, a pop-up layer appears to let the viewer choose between a filter interaction or a drill-down operation.
② Mobile Filter Interaction Method
Sets the chart's response when a report viewer clicks a data point on a mobile device, for a dimension that is not configured for drill-down or hyperlink.
View data: After a data point is clicked, a tooltip shows the details of the data point, but no filter interaction is performed.
Direct filter interaction: After a data point is clicked, a filter interaction is performed on other associated charts in the current dashboard based on the value of the data point.
③ Mobile Cross Table Filter Interaction Method
Sets how a cross table initiates a filter interaction on a mobile device.
Direct filter interaction: Performs a filter interaction on the cross table's associated charts directly in the current dashboard, based on the value selected by the report viewer.
Pop-up filter interaction: Opens a pop-up window to perform a filter interaction on the cross table's associated charts, based on the value selected by the report viewer.
On the Response tab, configure how a linked chart displays data after receiving filter conditions. The following settings are supported.
Configuration details
Description
① Response Method
Sets the global response method for linked charts. Filter interaction and highlight interaction are supported.
Filter interaction: When linked, the chart filters data based on the filter conditions and shows only data that matches the conditions.
Highlight interaction: When linked, the chart highlights data points that match the filter conditions while still showing other data points.
② Filter Interaction and Drill-down Handling
Sets how a chart behaves when it has already been drilled down and is then linked by another chart.
Clear: Clears the chart's drill-down state and re-filters or highlights data based on the filter conditions.
Retain: Retains the chart's drill-down state and applies filtering or highlighting based on the filter conditions.
To configure the activation mode for a single chart, navigate to the Data Interaction section on the chart's Analysis tab.
For example, if the global response method is set to filter interaction, you might want to highlight specific data points for some column/bar and pie/doughnut charts while keeping the overall data view. In this case, highlight interaction is a better choice. To do this, go to the Analysis tab of the relevant charts and set their response method to highlight interaction.
NoteIf the response method in the dashboard's Page Settings is different from the one in an individual chart's Data Interaction settings, the individual chart's setting takes precedence.
You must first configure drill-down for the chart before you can configure the initiation method in the Initiation settings if a dimension is also configured for drill-down. If drill-down is not configured, this option is unavailable.
Cancel Filter Interaction
To cancel a filter interaction, use one of the following methods.
Cancel from the Filter Panel (Batch Operations)
PC
In the dashboard, open the filter interaction panel. You can delete a single filter interaction item or clear all items displayed in the panel.
Clear a single item: To cancel a single filter interaction item in the filter interaction panel, click the
icon in the upper-right corner of its panel.Clear all items: To clear all filter interaction settings, click Clear and Close. For more information, see Filter Interaction Panel.
Mobile Device
In the preview mode on a mobile device, tap the Filter Interaction icon on the right to clear all filter interaction records.
Cancel within a Chart
You can click the
icon in the upper-left corner of the corresponding Chart to Disable filter interaction.
You can also click a blank area of the chart to cancel the filter interaction, as shown in the following figure.
Filter Interaction Panel
The filter interaction panel shows the main charts that initiated filter interactions and their corresponding values. This helps users understand the data relationships between charts during interactive analysis. The panel also acts as a dynamic controller for global filter interaction values, updating data views as you change values in the panel. When a filter interaction value is no longer needed, you can clear it directly from the panel.
Invocation Method
You can open the filter interaction panel from the dashboard editing page or the preview page.
Dashboard editing page
Click the
icon in the toolbar to open the filter interaction panel.
Dashboard preview page
Click the
icon in the toolbar at the bottom right to open the filter interaction panel.
Instructions
The filter interaction panel supports the following operations.
Operation | Description |
Adjust panel position and size | To adjust the position of the floating filter interaction panel, hover the mouse pointer over the
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Adjust panel size | To adjust the size of the floating panel, drag the panel border with the mouse. |
Fixed panel | Click the
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Switch filter interaction values | You can switch the filter interaction values of the main chart in the filter interaction panel to dynamically adjust the analysis perspective of global data. For example, when you analyze sales in various regions, you can quickly compare performance in different regions by switching the dimension value of the Region filter condition. |
Clear filter interaction values | You can clear a single filter interaction item or clear all filter interaction items in the filter interaction panel.
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icon and drag the panel.
icon in the upper-right corner of the floating filter interaction panel to pin the panel to the right side of the report. Click the 
icon to unpin it, and the panel returns to a floating state.
Configure Synchronized Drill-down
If a dimension field is configured for drill-down, you can set the filter interaction initiation method to Simultaneous effect to execute both filter interaction and drill-down at the same time. However, in this case, the data in the linked chart remains at its original analysis level and does not drill down with the main chart to show information at the corresponding deeper level.
In data analysis, you often need linked charts to respond to the main chart's selections. This allows for synchronized drill-down across multiple charts with a single action, making it more efficient to obtain and compare data at different levels. You can use the synchronized drill-down feature for this purpose. This feature lets you drill down to a finer granularity in one chart, and it automatically updates associated charts that use the same dimension field to the corresponding analysis level. The following table compares the effects.
Combined effect only | Simultaneous effect + Synchronized drill-down |
The data in the target chart remains at the original analysis level. After you click the Northeast region in the source chart, the source chart drills down to the province level. The target chart remains at the region level and does not drill down in sync to show the shipping costs for each province in the Northeast region.
| The data in the target chart follows the hierarchy of the source chart. When you click the Northeast region in the source chart, the source chart drills down to the province level. The target chart also drills down to the province level and shows the shipping costs for each province in the Northeast region.
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Prerequisites
Ensure your chart settings meet the following conditions. Otherwise, the linked chart will only be filtered and will not drill down.
Dataset configuration: The linked chart must use the same dataset as the main chart.
Field configuration: The linked chart must be configured with the same initial drill-down level field as the main chart (for example, both are configured with the region field as the initial level). This dimension field must support the drill-down feature. Drill-down is not supported in the following cases:
Grouped dimensions and dimension groups do not support drill-down.
Drill-down is not supported in a cross table when the drill-down field is hidden.
Chart limits
The linked chart must support the drill-down feature. For example, a metric trend chart does not support drill-down. For more information about charts that support drill-down, see Drill-down > Limits.
The linked chart must be able to accept the dimension field type passed from the main chart. For example, a map chart must receive a geographic dimension field type.
When a cross table is configured with an auxiliary field and synchronized drill-down is triggered, the synchronized drill-down chart will not include the auxiliary field. It will only include the basic drill-down field.
Initiation method configuration: The synchronized drill-down feature is supported only when the chart's initiation method is set to Simultaneous effect. If it is set to Select filter interaction or drill-down from a pop-up layer, synchronized drill-down is not supported.
Instructions
Assume you need to configure synchronized drill-down between the main chart, Order Sales by Region, and the linked chart, Shipping Costs by Region. The goal is that when you click the Northeast region in the main chart to drill down to the province dimension, the linked chart also automatically drills down to the province dimension for the Northeast region. The following steps describe how to do this.
On the dashboard editing page, add two blank column charts and configure their data fields.
The linked chart must use the same dataset and be configured with the same initial drill-down field as the main chart. Therefore, both charts use the Sales Dataset and are configured with the Region field.
Configure drill-down for the Region field in both charts.
Click the
icon next to the Region field. In the pop-up window, select Simultaneous effect and click OK.
NoteThe synchronized drill-down feature is based on Simultaneous effect. You must select Simultaneous effect here. Otherwise, the linked chart will only be filtered and will not drill down.
For more information about drill-down configuration, see Drill-down.
On the Analysis tab of the main chart, in the Data Interaction > Filter Interaction section, configure the activation mode.
With the initiation method set to Simultaneous effect, select the Apply to linked charts during drill-down option to enable synchronized drill-down.
NoteWhen a chart is in a synchronized drill-down state, the Clear option under the Response settings for "When the chart is linked, it already has a drill-down level" is disabled. The default setting for the synchronized chart group is Retain.
The configuration is complete. After configuration, when you select the Northeast region in the main chart, the main chart drills down, and the linked chart also automatically drills down to the province dimension for the Northeast region.
