Quick BI:Filters

Use filters to narrow down the data displayed in a chart when editing a dashboard or workbook. Filters support string, numeric, and date data types.

Quick BI applies different filter options depending on the data type of the field:

• String fields: Filter by matching or excluding specific values, either by selecting from a list or entering conditions.

• Numeric fields: Filter by specifying a value range or comparison condition, such as greater than or equal to a threshold.

• Date fields: Filter by a fixed date range (exact time) or a dynamic range that updates over time (relative time).

  Filter data of the string type

  The following example filters the province field to show only municipalities.

  Filter data to obtain municipalities

  1. In the Filters section, click the icon next to the province field and set the filter scope.

  2. Configure the filter based on your requirements.

     Parameter	Description	Example
     Filter Method	Valid values: By Condition and By Enumeration.	By Enumeration
     Conditional Form	Valid values: Single Condition, OR, AND. Note Conditional Form applies only when Filter Method is set to By Condition.	N/A
     Method	Valid values: Single Choice and Multiple Choice. Note Method applies only when Filter Method is set to By Enumeration.	Multiple choice
     Filter conditions	Set the filter condition based on your requirements.	Shanghai, Tianjin, Beijing, Chongqing

  3. When setting a filter condition, click Quick input to enter values directly.

     Alternatively, add values from the list, as shown in the following figure.

     In the Field pane, the following operations are available:

     • Enter a keyword in the search box and click the field name to add it to the Added section on the right.

     • Click Add all field values on the left to add all field values to the Added section.

     • Select field names on the left to add them to the Added section.

     • Select Exclude at the bottom of the Added section to exclude the selected field values from the Added section.

     • Click Clear to clear the Added section.

  4. Click OK.

  5. Click Update. The chart updates based on the filter settings.

  Filter data of the numeric type

  Specify a value range to filter numeric fields. For example, filter order quantity to include only values between 50,000 and 100,000. The chart updates to show only data within the specified range.

  Filter data within a specified profit range

  1. In the Filters section, click the icon next to the Profit Amount field.

  2. In the Set Filter dialog box, set the filter condition. For example, select >(Greater than), <(Less than), or =(Equal to).

  3. Click OK.

  4. Click Update. The chart updates based on the filter settings.

  Filter data of the date type

  Filter date fields to show data within a specific time range. For example, show order amounts by region for the previous three days.

  Date filters support two modes:

  • Relative time: A dynamic range that shifts as time passes — for example, "the previous 3 days" always refers to the 3 days before today. Use this mode when you want the chart to stay current without reconfiguring the filter.

  • Exact time: A fixed range that always refers to the same dates — for example, January 1–March 31, 2025. Use this mode when you need to analyze a specific historical period.

    Note

    Filter conditions can be accurate to the second.

  Filter order date (day)

  1. In the Filters section, click the icon next to the day) field.

  2. Configure the filter based on your requirements.

     Parameter	Description	Example
     Filter Method	Valid values: single-day and daily interval.	daily interval
     Interval Type	Valid values: Start At, End At, and Time Interval. Note Interval Type applies only when Filter Method is set to Year Interval.	Time Interval
     Filter conditions	Valid values: Relative Time and Exact Time.	Relative

     

     Note

     When setting relative time, the granularity of T supports all granularities included in the current time granularity. For example, if the current time granularity is year-month-day, you can select year, month, or day from the dropdown. If the current time granularity is year-month-day-hour-minute-second, you can set T to year, month, day, hour, minute, or second.

  3. Click OK.

  4. Click Update. The chart updates based on the filter settings.