Viewing Filter Criteria

  • Last update:March 01, 2024
  • Overview

    Application Scenario

    You may wonder if the currently displayed data of a component has been filtered and what the filter criteria are. In this case, you can use the View Filter Criteria function.

    If filtering is performed in the component editing process, users without editing permissions can also know what types of filtering have been performed through the function.

    Function Description

    The function is available on both the dashboard preview and editing pages.

    The function allows you to view the filter criteria of different filtering methods (including filter components, detail filtering, field filter, result filter, jump, linkage, and drill) in components.

    Preconditions

    You have already created a dashboard or are currently viewing a shared dashboard.

    Limitation

    When you export a component as Excel in preview mode, the exported data is based on the filtering conditions in preview mode. The same is true for data in editing mode.

    Filter Criteria Viewing on the Editing Page

    1. Go to the dashboard editing page and set the filter criteria, as shown in the following figure.

     1.jpg

    2. Select the Store Number component, click the dropdown icon, and select View Filter Criteria from the drop-down list, as shown in the following figure.

     2.png

    3. The filter criteria of the component are shown in the following figure.

     3.png

    Filter Criteria Viewing on the Preview Page

    1. Go to the preview page, click the dropdown icon of the Store Number component, and select View Filter Criteria from the drop-down list, as shown in the following figure.

     4.png

    2. You can view the filter criteria on the page.

     5.png

     

    iconNote:
    The filter criteria of Result Filter will not be displayed on the preview page.

    Detailed Description of Different Filter Criteria

    Filter FunctionHow to SetView Filter Criteria
    Result Filter
    iconNote:
    The filter criteria of Result Filter will not be displayed on the preview page.
    6.jpg7.png
    Filter Component8.jpg9.png
    Filter Component-Parameter Filter10.jpg11.jpg
    Field Filter (excluding Filter Detail)12.jpg13.png
    Detail Filtering

    iconNote:
    The filter criteria of Detail Filtering will not be displayed on the preview page.

    14.jpg15.jpg
    Custom Jump Filter (Analysis Template)16.png

    17.png

    It will display the name of the dashboard before the jump and the filter criteria triggered by the jump.

    Jump Filter (Default)18.png19.png
    URL Parameter FilterTransfer URL Parameter20.png
    Custom Linkage Filter21.png

    22.png

    It will display the names of the linked components and the filter criteria triggered by the linkage.

    Default Linkage Filter

    The relationship between the following two tables is N:1

    23.png.

    24.png

    It will display the names of the linked components and the filter criteria triggered by the linkage.

    Drill25.png26.png


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    主题: Creating a Dashboard
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