Filter Level Adjustment

  • Last update:  2024-07-05
  • Overview

    Version

    Version

    Functional Change

    6.1

    /

    Application Scenario

    Filtering and calculations have fixed orders by default at different filtering levels. Sometimes you may want to adjust the filtering order. For example, you want to view the order details in 2021 of customers who made repeat purchases over the entire period. In this case, you need to perform two filtering:

    1. Filtering the data in 2021 (belonging to the first-level filtering)

    2. Using the DEF function to calculate data of customers with at least 2 purchases (belonging to the second-level filtering)

    The system defaults to performing the first filtering, but this will cause the data calculated by the DEF function to be the number of repeat purchases of customers in 2021 rather than the entire period. If you do not want the first filtering to affect your DEF calculation, you can use the function of the filter level adjustment.

    Function Description

    Indicator fields do not support the filter level adjustment.

    The following table shows the different adjustment levels according to various dimension filtering conditions.

    Default Level

    Level Supported to be Adjusted

    Dimension filtering at the 

    first level

    Filtering the dimension itself

    If the dimension is dragged into the analysis area and set to 

    Filter by Group to Which Dimension Belongs

    the dimension filtering is supported to be adjusted among the 

    first, second, and third levels.

    In other cases, only adjustments between the first and the 

    second levels are supported.

    Dimension filtering at the second level

    Filtering the dimension 

    depending on the 

    indicator

    If the dimension is dragged into the analysis area and set to 

    Filter by Group to Which Dimension Belongs

    the dimension filtering is supported to be adjusted between the 

    second and the third levels.

    In other cases, only adjustments between the first and the 

    second levels are supported.

    Filtering the dimension 

    output by the DEF 

    function

    If the dimension is dragged into the analysis area and set to 

    Filter by Group to Which Dimension Belongs

    the filter level adjustment is not supported.

    In other cases, only adjustments between the first and the 

    second levels are supported.

    Example

    Background: You want to view the order details in 2021 of customers who made repeat purchases over the entire period.

    Click and download the sample data: Office Supplies Data.xlsx.

    Component Creation

    1. Create an analysis subject, upload the sample data, and go to the component editing page.

    ea2d5c7a536d5e0318c6736a15c1d3c.png

    2. Create a calculation field named Customer Number and drag Product Name, Customer Number, and Sales Volume into the component to analyze the data of the number of repeat customers and corresponding sales volume for each product.

    The formula of the field Customer Number is COUNTD_AGG(Customer), which is to perform a deduplication count on the data of the field Customer.

    b7c5388685286c287324a246f328747.png

    3. Create a calculation field named Customer Purchase Order, as shown in the following figure.

    6e97026eb8d3a82d04cdda433049228.png

    Filtering Condition Addition

    1. Drag the field Customer Purchase Order into Filter and set the filtering condition to more than or equal to a fixed value of 2.

    2.2  1).gif

    2. Drag the field Signing Date into Filter to filter the data in 2021.

    2.2  2).gif

    Filter Level Adjustment

    From learning the two documents Detail Filtering and Filtering on New Column Output by the DEF Function, you will know:

    Signing Date = 2021: It refers to the filtering applied to the dimension itself and belongs to the first-level filtering (detail filtering) by default.

    Customer Purchase Order ≥ 2: It refers to the filtering applied to the new column output by the DEF function and belongs to the second-level filtering (filtering on the new column output by DEF) by default.

    The following figure shows the order in which these two filtering conditions take effect on calculations, but the filtered results do not meet the requirements.

    1715681542ti3q.png

    If you want to track the repeat purchases of customers across the entire period, you need to calculate the new column output by the DEF function to obtain the result first and filter the result by Signing Date = 2021.

    The filtering that takes effect after the calculations performed on the new column output by the DEF function and before the component aggregation calculations belongs to the second-level filtering (filtering on the new column output by DEF).

    1715682845LZHb.png

    You can adjust the filtering level of the condition Signing Date = 2021, which means calculating the data of the repeat purchases of customers across the entire period first and filtering the calculated result by Signing Date = 2021.

    Filtering conditions at the same level do not have a specific order. The final result is the intersection of multiple filtering conditions.

    1715682954N4KY.png

    1. Click the 89aea4aa59fcca1e3cb54614d8951c8.png icon and select Adjust Dimension Filter Level from the drop-down list, as shown in the following figure.

    b072f5e4fa285f9377b66e0e64aa5dd.png

    2. Click the ce54ffb0876562e060985ed43ff5209.png icon next to the field Signing Date and select New Column Filter from the drop-down list, as shown in the following figure.

    iconNote:

    Indicator fields are not supported to adjust the filtering level. Therefore, the Adjust Dimension Filter Level page only displays dimension fields.

    6cfe59b11101bc1e98e0fc707ace487.png

    The following figure shows the calculation result of the component after adjustment, namely the purchase details in 2021 of the customers who made repeat purchases over the entire period.

    1e4705c5d3106cf7867a3f4f29b03db.png

    Restoring Filtering Condition to Original Level

    You can click the ce54ffb0876562e060985ed43ff5209.png icon and select Auto from the drop-down list on the Adjust Dimension Filter Level page, as shown in the following figure.

    f1d8a1dc40c6f8ddb6eb2da097dea13.png

    Attachment List


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