Overview of filtering component function

1. Overview

1.1 Version

1.2 Application scenarios

The filtering component has multiple functions. You can perform a series of operations on the filtering component to achieve different effects and meet user requirements. As shown in the figure below:

1.3 Function introduction

The following table describes the basic functions of filtering components:

Note: Refer to section 9 of this article for other functions of the filter component.

After fields are added to the filter component setting interface, you can filter the content of the added fields, for example, the "SHIPMETHOD" field is added, but only "DHL" and "Emery" fields are selected for filtering. You can drop down to select filtering after fields are added to the filter component, as shown in the following figure:

Add filter condition, "SHIPMETHOD" field belongs to "DHL" and "Emery", click "OK" to save settings. As shown in the figure below:

At this point, you can see that only "DHL" and "Emery" can be selected for this filter component, as shown below:

Note: The time and value filtering component does not support the filtering function of this field.

3. Filter sorting

3.1 Component drop-down sort

You can directly set the sort in the drop-down of the filter component, as shown below:

Note: Custom value lists do not support component drop-down sorting.

The text filtering component contents are sorted alphabetically in ascending order. Descending order is similar. As shown in the figure below:

3.2 Filter field sort    

In addition to the drop-down button of the filter component, you can also set the filter field on the filter component settings page, and support custom sorting. As shown in the figure below:

3.2.1 Ascending/Descending

Unlike the sorting set in the component drop-down, the sorting set in the filter field can be selected by the sorting dependent fields. For example, we set the "SHIPMETHOD" in "AMOUNT" ascending order and click "OK" to save. As shown in the figure below:

Looking at the data for this text filtering component, you can see that the "SHIPMETHOD" field values are sorted by "AMOUNT". As shown in the figure below:

The descending step is the same as the ascending.

3.2.2 Custom sort

"Custom sort" is to drag the data and manually set the filtering order, as shown in the following figure:

4. Custom control range

After a custom range is set, only certain components are filtered. If no custom control range is set for filtering components, the default control range is used.

For example, the filtering component "Select Shipmethod" can only control the component "Amount". As shown in the figure below:

1) Locate the "Filtering component" dashboard under the "Dashboard", as shown below:

2) Enter the dashboard, click the drop-down of "Select Shipmethod" component > "Custom Control Range", as shown below:

3) The "Custom Control Range" box is displayed, showing two components. Both components are controlled by "Select Shipmethod" by default. Select "Amount" and leave other components unchecked. Achieve the desired effect. As shown in the figure below:

5. Login name passed the default value

You can set different users to login to the dashboard and display different data analysis content.

Login to "Anna" and view the dashboard. You can only see the information for all "Salesperson" in the "Region" and "Jiangsu Province" fields where "Anna" is located filtered by the filter component, as shown below:

1) Open "FRDemo_SALES_BASIC" under "Package" and drag the "Region" field for the text filtering component. As shown in the figure below:

Note: "FRDemo_SALES_BASIC" selected here should be consistent with the decision-making platform user login table. Synchronize the user information in "FRDemo_SALES_BASIC" to the decision-making platform by referring to the User Synchronization Dataset.

2) Check the "Login name passed the default value" function for the filtering component, as shown below:

3) Hang out the finished dashboard under the "Directory". For details, see: Hang out dashboard.

4) Configure the permission for users to view the dashboard. Set the permission for users to view the dashboard and the permission for service packages in the directory. For details, see: Permission Management Guide.

4) Configure the permission of the field where the login user resides. Choose "Manage > Permission > Quick configuration of authority > Data Authorization", select "All Departments" for the user whose permission is configured, and then select "Login User's Field" as the account field under the same "FRDemo_SALES_BASIC", as shown in the following figure:

Select the "Salesperson" field under "FRDemo_SALES_BASIC" and the setting appears successfully in the "Login User's Field" as shown below:

Overlap allows filtering components to be displayed in a superposition with other components or controls to achieve a free layout. Click the "drop-down box" and select "Allow overlap", as shown below:

You can drag and drop the component anywhere within the dashboard, including overlaping it inside other components. As shown in the figure below:

The filter component with suspension set is always overlaid over the component/filter component without suspension set. If both components are set to overlap, you can click "drop down" and select "Order" to set the display order of the two components, which is "Move to Top" and which is "Move to Bottom". As shown in the figure below:

7. Clear selected data

Click "Clear selected data" for the text filtering component whose filter condition have been selected. As shown in the figure below:

All selected conditions are cleared, and you can select conditions again. As shown in the figure below:

8. Title settings

8.1 Show/hide title

The default status of the filter component is "Show Title". Click "drop down" to uncheck "Show Title". As shown in the figure below:

The effect is shown below:

8.2 Edit title

You can modify the title displayed by the filtering component by editing the title. The default name of the filtering component is "text dropdown", "text list", and "value range". For details, see: Editing the Title.

Click "Edit Title" to modify the name. As shown in the figure below:

Modify the text, set the text "Custom" style, and click "OK" when finished. As shown below:

For example, let's change the title to "Select SHIPMETHOD". And set the component title style, as shown below:

9. Index

The following table lists other functions of the filter component: