Visualized Filtering Introduction

1.1 Application

Filtering is an essential part of analyzing data.

This article introduces many ways to filter the data in charts and tables. It also introduces how to display interactive filters in the component, and set the filter condition format in the chart.

1.2 Function Introduction

There are four types of filtering when making dashboards:

Filter component, detail filter, filter in analysis area, and result filter.

2.1 Filter component

2.1.1 Condition

Filter components can be used in the following situations:

2.1.2 Example

When we want to filter the "inventory", "entry", "discharge" and "warehouse storage" result of "Category 1", we can add a filter component on category, and check 1 in the filter to get the result dashboard.

2.2 Detail filter

Note: Only the indicator field supports filtering.

2.2.1 Condition

The detail filtering of the area to be analyzed can be used in the following cases:

2.2.2 Example

When we want to calculate the unit cost of only the product type "appliance", we need first filter the original data, and select the "cost" and "quantity" of only the product type "appliance".

First we filter on "cost", the condition is [PRODUCTTYPE in fixed value Appliance].

Then we do the same to the "quantity" field.

Then you can calculate the unit cost. Create a calculation field, and enter the formula, as shown in the following figure:

2.2.3 Note

Detail filtering In the two cases: "multi-indicator detail filtering" and "multiple fields set detail filter on the same field", the value that does not meet the filtering conditions is displayed as empty, but the entire row will be retained.

2.3 Filter in analysis area

Analysis area filtering can be selected in the following situations:

For example, if we want to filter on the calculated unit cost (using aggregation functions), and retain only those with unit cost greater than 5.

Click on the drop-down list of the unit cost field in the analysis area, select filter and set conditions.

And you will get the filter result.

2.4 Result filter

Result filters can be used in the following situations:

Take the example in 2.3, if we want to retain only the data of "Appliance" product type, we may use the result filter. Drag the field "PRODUCTTYPE" into the result filter, and add a condition:

• When there are multiple "filter conditions", the filtering results are taken as the intersection.

• When there are multiple filtering functions at the same time, first perform "filter component filter" and "detailed filter", and the filter results are intersected; then perform "result filter" filtering and "analysis area filtering", and the filter results are also intersected.