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Filters are possible for both Dimensions and Measures and are made by dragging one or more fields into the Filters deck.
All the filters mentioned above can be shared with all or selected worksheets related to the same data source. To know about sharing filters, see Sharing Filters.
To generate a view with Dimension Filters you will edit the view from the Basic View to only show data for Currency Code GBP in Profit and Deck Type.
1. Begin by dragging Ship Method from Dimensions into Columns.
2. Then drag Profit into Rows. Notice the state of the chart.
3. Drag the Currency Code Dimension from the Data Pane into the Filters deck. Notice that to the right a new deck appeared displaying options in the Filter for each of the Currency Codes that exist in the data.
When your Filter is a Dimension, by default, you see check boxes you can enable to show desired categories.
Clicking the triangle to the top right of the Dimension Filter deck presents several ways of selecting which categories in a Dimension are part of the Filter:
Wildcard Match uses the following three characters as the wildcards.
'?' The question mark indicates there is exactly one of missing element. For example, colo?r matches "colour" but not "color" or "colouur".
'*' The asterisk indicates there are zero or more of the missing elements. For example, ab*c matches "abc", "abbc", "abdbc", and so on.
'+' The plus sign indicates there are at least one of the missing elements. For example, ab+c matches "abbc", "abdbc", but not "abc".
4. Uncheck every Currency Code except GBP. The View will change dynamically as you make modifications to your Filter.
Top N Filters
When a Dimension Filter is created, it is possible to select [Top N...] from within the Filter deck for that Dimension.
A filter with Top N (or Bottom N) limits the data included to only those items which are the indicated values for that Dimension. You can select the highest N values, the lowest N values, or both where N is a value you type yourself or pass the value using a parameter. The [Top N...] Filter dialog allows choosing between Top, Bottom, or Top & Bottom value or parameter, as well as selectively choosing a particular measure and aggregate function to be used for Top N. The bottom of the Dimension Filter deck will indicate the use and type of Top N filter.
Measure Filters (Continuous Filters)
To create a Measure Filter (or to create a Continuous Filter), drag a measure or continuous field into the Filters Deck. Continuous fields are always indicated by a green color or green background. Measure Filters produce sliders in a deck to the right of the view that allow filtering for:
By default, any Measure field dragged and dropped into the Filters Deck is converted to a Continuous Dimension within the Filters Deck. It is possible to right click and convert a Continuous Dimension back to a Measure while it is inside the Filters Deck to create a filter that takes into account its [Default Properties > Aggregation] such as SUM or COUNT or Std. Dev. You can also right click a Measure field present in any deck except the Filters deck and choose [Show Filter] to have the measure's [Default Properties > Aggregation] used in a filter.
To create a view with a Measure filter for Freight:
1. Remove all of the Fields from the Columns, Rows and Filters decks from our previous example.
2. Drag Ship Method to Columns
3. Drag Profit to Rows
4. Drag Freight to Filters. A dialog will appear asking for the type of Filter you would like to use from a list of possible Aggregate Filters. Choose All Values.
5. Notice the Freight Filter to the right of the chart. It contains a dual slider so that you can set the range of the Freight filter.
6. In the Freight Filter deck, drag the slider on the left toward the right.
7. Drag the slider in the Freight Filter deck on the right toward the left. Notice the changes in the chart.
8. You can change the Measure Filter from Range to [At Most] or [At Least] by clicking on the triangle at the top right corner of the Freight Filter deck then moving the single slider that appears.
It's possible to have multiple Dimension and Measure Filters active simultaneously. Simply drag the Fields you wish to filter on into the Filters Deck and additional Filter Decks appear on the right for each item, which allows you to modify them separately but with a cumulative affect on the view.
Hiding and Showing Filter Decks
Filter Decks can be hidden by either right clicking a filter's name in the Filters deck and unchecking [Show Filter]. To show a Filter Deck once it's hidden, right click on the Filter and check [Show Filter].
You can also hide a Filter Deck by clicking the triangle at the far right side of an individual Filter's Deck and choosing [Hide Deck].
Relative date filters
Anchor Relative To
When you apply a date filter relative to Last Refresh Time, save the workbook without generating an extract and then reopen the same workbook, Visual Analytics applies filters as per the current date and time of your computer. However, when you save the workbook after generating an extract and then reopen the same workbook, Visual Analytics applies filters considering the date and time of the extracted data. For example, let’s assume today is December 6th and you reopen a workbook saved on December 1st. If you had generated an extract before saving the file then Visual Analytics applies filter relative to December 1st (date of the extract). If you had saved the file without an extract then Visual Analytics applies filter relative to December 6th.
Keep Only and Exclude Filters
For Keep Only, Visual Analytics retains the selected records in the chart view and shows these records as checked in the Filter card. For Exclude, Visual Analytics removes the selected records from the chart view and shows them stricken out in the Filter card.
An alternative way of filtering records is via the Color and Shape legends. In color or shape legend, click the records you want to keep or remove from the chart view and then click Keep Only or Exclude from the tooltip.
If you have multiple dimensions in a chart view, and you click Keep Only, Visual Analytics displays an Inclusion filter in place of the usual filter. An inclusion filter lists the combinations of all records of the dimensions in use, with selected records as checked. For example, when you highlight the shipping methods with the highest freight value for each state and then click Keep Only from the tooltip, Visual Analytics keeps the highlighted records in the chart view and removes others. In the Inclusion filter, it shows all the highlighted records as checked.