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Insight Filters

Insight Filters limit the results within an individual insight to a specific range of values and affect only the insight for which it was created rather than the entire dashboard.

Configure Insight Filters

You can configure insight filters in the following ways:

  • Filter Individual Values
  • Filter Aggregate Values
  • Distinct Filter
  • Measure Filter

Filter Individual Values

This insight filter is equivalent to a “WHERE” clause in SQL. A WHERE clause in an SQL query filters the rows in a query that are being returned.

Rows that do not meet the condition will not be returned in the query.

Filter Individual Values Requirements

Some things to keep in mind when choosing the Filter Individual Values insight filter:

  • Can be applied to insights using any visualization type.
  • Supports using a column or a formula as a filter.

    • The column can be a key, a dimension, or a measure.
    • For a formula, specify a filter expression.

Add Filter for Individual Values

To create this insight filter:

  1. Navigate to any dashboard.
  2. Select More options (kebab icon) in the upper-right hand corner of the insight tile to view the Insight Options menu.
  3. Select Edit to open the Edit Insight screen.
  4. Select Filter (funnel icon) from the insight action bar to open the Filter Individual Values box.
  5. Add a column to the Filter Individual Values box. To do this, drag and drop the column into the filter tray.
  6. Select the down caret to open the insight filter properties.
  7. Select Edit Operator/Values to view your selections for filter operators and values.
  8. Choose a filter operator by selecting the current [Operator] located to the right of the filter name, then make your choice from the Choose Operator list.

    • If you choose the “In” operator, select Filter in the upper right-hand corner of the filter box after selecting the filter values
    • Add the filter value(s) by individually selecting them from the list displayed or by entering the values into the Search/Add field.
  9. Select Done to apply your changes and return to the dashboard.

Filter Aggregate Values

This insight filter is equivalent to the “HAVING” clause in SQL. A HAVING clause in an SQL query does not restrict the rows being returned but filters the summarized results.

Filter Aggregate Values Requirements

Some things to keep in mind when choosing the Filter Individual Values insight filter:

  • Available for insights that use a list table visualization.
  • Insight must have the Aggregated setting enabled.
  • Supports using a column as a filter. The column can be a key, a dimension, or a measure. Typically, the column is a measure.
  • If the visualization type is something other than a list table, or it is not aggregated, this filter option will not be available.

If these conditions are satisfied, this filter field will open automatically, when selecting Filter in the upper right-hand corner of the Edit Insight screen.

Enable the Aggregated Setting

  1. Navigate to any dashboard.
  2. Select More options (kebab icon) in the upper-right hand corner of the insight tile to view the Insight Options menu.
  3. Select Edit to open the Edit Insight screen.
  4. Select Settings (gear icon) from the insight action bar.
  5. Toggle the Aggregated switch to the right. The switch will turn blue to indicate it’s been enabled.

Once these conditions are satisfied, the Filter Aggregate Values field will appear when you select Filter in the upper right-hand corner of the Edit Insight screen.

Add the Filter Aggregate Values Insight Filter

  1. Navigate to any dashboard.
  2. Select More options (kebab icon) in the upper-right hand corner of the insight tile to view the Insight Options menu.
  3. Select Edit to open the Edit Insight screen.
  4. Select Filter (funnel icon) from the insight action bar to open the Filter Individual Values and Filter Aggregate Values dialog.
  5. Drag a column from the insight data panel on the left and drop it into the Filter Aggregate Values filter tray on the right.
  6. Click the down caret of the column to open the insight filter properties.
  7. Select Aggregation type: COUNT or DISTINCT.
  8. Select Edit Operator/Values to choose a filter operator and values.
  9. Select the current [Operator] located to the right of the filter name, then make your choice from the Choose Operator list.

    • If you choose the “In” operator, select Filter in the upper right-hand corner of the filter box after selecting the filter values)
    • Add the filter value(s) into the Search/Add field.
  10. Select Done from the insight action bar to apply your changes and return to the dashboard.

Distinct Filter

You can use a distinct filter to show only distinct values. In terms of SQL, the Distinct Filter is synonymous with the SELECT DISTINCT statement.

A common use case for a distinct filter would be an insight that shows a distinct product from a transaction table. Without the filter, the table shows more than 9 million rows. With a Distinct Filter, the table shows 266 rows.

Some things to keep in mind when using a Distinct Filter:

  • Only the table visualization supports the distinct filter.
  • Distinct Filters support using a column filter. The column can be a key, a dimension, or a measure.

Measure Filter

Use a Measure Filter to filter a specific measure of a dashboard insight. A common use case for a measure filter is to show the same measure, such as revenue, multiple times on a specific insight.

Some things to keep in mind when using a Measure Filter:

  • Only aggregated table visualizations support measure filters.
  • Supports using a column or a formula as a filter.

    • The column can be a key, a dimension, or a measure.
    • For a formula, you simply specify a filter expression or configure a dynamic evaluation of a filter expression session variable.
  • Does not reduce the data for the visualization by filtering out rows from the insight query itself.