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Concepts → Applied Filter

About an applied filter

An applied filter is a type of dashboard filter. An applied filter is a filter expression that affects all applicable insights on all tabs of the given dashboard.

An applied filter behaves the same way as a default filter option. The difference between an applied filter and a filter option is that a dashboard consumer without Edit access rights to the dashboard is not aware of an applied filter.

A dashboard developer creates one or more applied filters.

A dashboard developer with Edit access rights to a dashboard can create and edit one or more applied filters. Here’s how:

  • In the Action bar of a dashboard, select More Options (⋮ vertical ellipsis icon).
  • In the More Options menu, select Manage Filter & Prompts.
  • In Dashboard Filters, select Applied Filters.
  • From the Data panel, drag & drop a column or formula to the applied filter tray.
  • Configure the properties of the applied filter pill.

Valid references in a filter expression for an applied filter pill

As a filter expression, an applied filter pill consists of least one filterable column, a filter operator, and at least one filter value. A filterable column for an applied filter can be a data-backed column or a formula column from:

  • an alias
  • a physical schema table
  • an Incorta Analyzer table
  • a materialized View
  • a business Schema View
  • an Incorta View
Note

The join relationships between physical schema tables affect a filter expression. For example, when the filterable column is from a parent table, the filter expression automatically applies to all the dashboard insights related to this table’s child tables. However, if the filterable column is from a child table, the filter expression does not affect the insights related to the parent tables.

Important: A filterable column from an Incorta View

A filterable column from an Incorta View will only affect an in insight on a dashboard that queries that specific Incorta View.

Certain filter operators afford various options for selecting one or more filter values. For example, the In and Not In operators allow for the selection of none, one or more, or all filter values.

A filter value for an applied filter can be a scalar value, array of scalar values, or a reference to a variable as follows:

You can also define an applied filter as a filter expression using the Formula Builder.

Note: Presentation variable

A common design pattern is to define a presentation variable as a filter value for an applied filter. You can manually add the value to the dialog using the $ reference.

View access rights

In order to reference a column or variable in a filter expression, you must have View access privileges to the grandparent object (schema or business schema) or the variable. A global variable is available to all users.

About an applicable insight for an applied filter pill

The joins between the physical schema tables and the query plan for an insight measure determine whether or not the filterable column affects the insight. For example, a physical schema column in a parent table serves as a filterable column for a measure in a child table. However, a physical schema column from a child table is not a filterable column for a parent table, even when it is the foreign key reference.

Note

You can use the In Query operator in a filter expression to filter the parent table values using a query or queryDistinct built-in function. The query or queryDistinct built-in functions can reference a child table column (or any other table with no relation to the parent table) to generate the filter values.

For a filterable column, an applicable insight meets one of the following conditions:

  • The filterable column is a key, dimension, or measure column in the insight.
  • The filterable column has a sibling column from the same physical schema table, and that sibling is a dimension or measure for the insight.
  • The filterable column is a dimension or key that shares a measure on the insight from a common child table with other dashboard insights.

If an applicable insight already contains an insight filter, an applied filter will complement the insight filter based on a common filterable column as described above.

Important: Limitations of using an Incorta View

An insight that queries an Incorta View is an applicable insight for a dashboard filter or dashboard runtime filter only for filterable columns from the Incorta View.

Properties for an applied filter pill as a column

The following are the properties of the applied filter pill that uses a column.

Property Control Description
Column name label Displays the fully-qualified name
Name text box Optional. Enter the display name for the column. A dashboard user will not see this value.
Edit Operator/Value(s) button Select to specify the filter operator and filter values. For certain data types, you must manually add a reference to a variable. For a column of the type date, you can specify a specific date or select a date system variable for the date picker control.
Operator/Value(s) → Back link Select to go back to the pill properties without saving selected values, if any
Operator/Value(s) → Operator link Select the default operator next to the pill name, and then select the operator you want. Available operators may vary according to the data type of the selected column.
Operator/Value(s) → Filter link Select to confirm the values you select, or to confirm an undefined filter value. This property is available only when the selected operator allows for none or multiple values, for example. In, Not In, Null, and Between.
Operator/Value(s) → Search / Add text box Enter a search term to search for specific values, or enter a value, and then press Enter. You can reference an internal or external session variable, global variable, date system variable, miscellaneous system variable, or presentation variable. This property is available only when the selected operator requires one or more values.
Values list Select none, one, or more values. This property is available only when the selected operator allows for one or more values. For some operators, you can select all available values or select to enter multiple values in bulk by entering them as delimited values.
Values → Case Sensitive toggle Enable to match both the value text and letter case. This property is available only when you select an operator that requires string input, such as Starts With, Ends With, and Contains.
Values → Select All link Select all values on the list. This property is available only when the selected operator allows for multiple values.
Select None link Clear the selection of values. This property is available only when the selected operator allows for multiple values.
Values → Bulk link Select to enter multiple values in bulk by entering delimited values. This property is available only when the selected operator allows for multiple values.
Bulk → Delimiter drop down Select the delimiter you use to separate the values you enter in bulk, Comma or Line break. This property is available when you select Bulk for the values.
Bulk text text box Enter or paste the values separated by the delimiter you select. This property is available when you select Bulk for the values.
Bulk → Select link Select this property to confirm the delimited values you entered. This property is available when you select Bulk for the values.
Note

You can specify a presentation variable for the value of an applied filter. The presentation variable data type needs to match the data type of the filterable column.

Properties for an applied filter pill as a formula

The following are the properties of a filter pill that is a formula:

Property Control Description
Name text box Optional. Enter a name for the formula. A dashboard consumer will not see this name.
Dynamic toggle Enable this option to select an external session variable or a filter expression session variable.
Value drop down list Select an external session variable or a filter expression session variable. Visible only when Dynamic is enabled.
Formula text box Select to open the Formula Builder to create the filter expression. Visible only when Dynamic is disabled.
Edit Operator/Value(s) button Select to specify the filter operator and filter values. For certain data types, you must manually add a reference to a variable. For a column of the type date, you can specify a specific date or select a date system variable for the date picker control.
Operator/Value(s) → Back link Select to go back to the pill properties without saving selected values, if any
Operator/Value(s) → Operator link Select the default operator next to the pill name, and then select the operator you want. Available operators may vary according to the data type of the selected column.
Operator/Value(s) → Filter link Select to confirm the values you select, or to confirm an undefined filter value. This property is available only when the selected operator allows for none or multiple values, for example. In, Not In, Null, and Between.
Operator/Value(s) → Search / Add text box Enter a search term to search for specific values, or enter a value, and then press Enter. You can reference an internal or external session variable, global variable, date system variable, miscellaneous system variable, or presentation variable. This property is available only when the selected operator requires one or more values.
Values list Select none, one, or more values. This property is available only when the selected operator allows for one or more values. For some operators, you can select all available values or select to enter multiple values in bulk by entering them as delimited values.
Values → Case Sensitive toggle Enable to match both the value text and letter case. This property is available only when you select an operator that requires string input, such as Starts With, Ends With, and Contains.
Values → Select All link Select all values on the list. This property is available only when the selected operator allows for multiple values.
Select None link Clear the selection of values. This property is available only when the selected operator allows for multiple values.
Values → Bulk link Select to enter multiple values in bulk by entering delimited values. This property is available only when the selected operator allows for multiple values.
Bulk → Delimiter drop down Select the delimiter you use to separate the values you enter in bulk, Comma or Line break. This property is available when you select Bulk for the values.
Bulk text text box Enter or paste the values separated by the delimiter you select. This property is available when you select Bulk for the values.
Bulk → Select link Select this property to confirm the delimited values you entered. This property is available when you select Bulk for the values.
Note

Often, you specify a filter expression session variable when you enable the Dynamic property. If using an external session variable, the external session variable must return a string that represents a complete filter expression.


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