Filter Data

You can use filters to quickly find and display data on your dashboard visuals.

  • To filter on attributes in your data, use row-level filters. These filters can be saved, reused, or shared with others in your environment. For more information, see Applying Row-Level Filters.

  • Wild card filters can also be used to filter the data on your dashboard visuals. Wild card filters are row-level filters that allow you to filter and analyze the data in a visual that matches specific combinations of character patterns. For more information, see Applying Wild Card Filters to a Visual or Dashboard.

  • Keysets are collections of unique data values that can be saved and used in further data analysis across data sources. They allow you to perform multipass and multisource filtering of the data. You can create a keyset by selecting a single field for the keyset from visual data. Filtering the visual data before creating the keyset limits the unique data values the keyset includes. The field you select for the keyset is known as the keyset's key field. Keysets can be applied as filters to other visuals that use the same or different data sources. For more information about keysets, see Using Keysets.

  • To filter on metrics and custom metrics, use aggregates, known as group filters. For more information about group filters, see Applying Group Filters.
  • You can restrict the data available to specific user groups using data source row security filters. See Restricting Group Access to Data Using Row Security.

Row-level, keyset, and group filters can be combined on a visual to provide the detail you need.

When working with multiple filter types on the same visual, row-level filters (including wild card filters) are applied first to a visual, keyset filters are applied next, and group filters are applied last on the aggregated result set.

You can apply filters to individual visuals in your dashboard or across all dashboard visuals. Ordinarily, for a single filter to be applied across the dashboard, all the visuals in the dashboard must be created from the same data source. However, if you create cross-source links for the different data sources in a dashboard, a single filter can be applied to all the visuals in the dashboard, based on those cross-source links. See Creating Cross-Source Links.

When multiple values are specified for a single filter, the values are processed using OR processing. The records in the visual need only meet one of the filter value criteria to be selected for processing by the filter. However, when multiple filters are specified for a visual, AND processing is used. Records in the visual must meet all filter criteria to be selected for the visual.

You can create and modify derived fields and custom metrics on the Filters sidebar while you are applying filters to your data. See Maintain Custom Metrics and Maintain Derived Fields.

Controls for filters are provided using the interactivity sidebar. See Controlling How Users Interact With a Visual.

The following links contain more detailed instructions and examples for using filters.