Filtering

The Dashboard allows you to filter a query of the DAS report or apply filtering to a specific data-aware dashboard item.

Dashboard Item Filter

Filters that apply to a dashboard item affect only this item. To add filters, select the target dashboard item and do one of the following:

  • Click the Edit Filter button in the Ribbon menu's Data tab.

    DataShaping_Filtering_EditFilterButton

  • Right-click a dashboard item and select Edit Filter from its context menu.

    DataShaping_Filtering_EditFilterMenuItem

This invokes the Filter Editor dialog that allows you to build complex filter criteria:

DataShaping_Filtering_FilterEditor

Tip

Documentation: Filter Editor

To clear the applied filter, select Clear from the dashboard item's context menu or click the Clear button in the Data Ribbon tab.

Measure Filter

You can apply filters to individual measures. If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories.

Select a dashboard item and right-click a measure to be filtered. Select Edit Filter from its context menu.

win-filter-to-measure-menu

This invokes the Filter Editor dialog where you can specify filter criteria:

win-filter-editor-for-measure

The filtered measure has the Filter icon:

win-filtered-measure-icon

To clear the applied filter, select Clear from the measure's context menu.

Note

The measure filter is technically an expression that uses the filter(summaryExpression, filterCriteria) function, where summaryExpression is the measure to be filtered and filterCriteria is the filter. See the following topic for more information about functions you can use in dashboard expressions: Expression Constants, Operators, and Functions.

The image below shows a Chart with three measures:

  • 2019 - Opened is filtered by year 2019.
  • 2020 - Opened is filtered by year 2020.
  • Opened is the original measure without filters.

win-filter-to-measure-year

Clear Filtering

To clear filtering in the Designer, select the target dashboard item and do one of the following.

  • If you are using a Ribbon menu, click the Clear button in the Data tab.

    DataShaping_Filtering_ClearFilterButton

  • Right-click a dashboard item and select Clear from its context menu.

Visible Data Filter

You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations.

Click the Set Visible Data Filter button in the Ribbon menu's Data tab to invoke the Visible Data Filter Editor, where you can set a filter condition:

win-filter-visible-data-filter-ribbon-button

For example, a Grid dashboard item has 35 rows and displays sales percentages.

win-filter-visible-data-filter-original-grid

The image below shows the difference between filters (the filter condition is the same):

  • Dashboard Item Filter: sales percentages are recalculated based on the visible data.
  • Visible Data Filter: sales percentages remain the same because this filter type does not affect calculations.

win-filter-visible-data-filter-grids

Pass Parameter Values

You can use the Filter Editor to filter a dashboard item according to the current parameter value. See the following topic for details: Pass Parameter Values.