Chart Filter Criteria
Use filters to choose information that can be displayed in the data analysis Report and on the Chart. The filtering options are the same for all types of Reports Charts, Pivot Table and Summary Views.
To create a filter, drag and drop columns to the Filters section and they will displayed in the Parameters section.
SplashBI offers two methods to create a filter:
- Edit a filter already installed in the chart.
- Create a new filter from scratch.
Edit Column Filter
Edit filters by clicking the Edit icon located next to the column name in the Visualizations section.
- Filter Name will be the default name based on the dimension chosen, this can be changed by typing the new name in the field.
- Filter Types:
- Normal: Normal type is where you choose the item and operator and choose the Value 1 from a list.
- Free Text: Free Text type allows you to manually enter the filter function without having to pick anything from a list of choices; this is preferred for the advanced developer user.
- To choose the filter information item from the data, click the Function icon to display chart column choices, chart parameter choices or available columns choices. The item automatically defaults to the chart parameter, no need to change.
- To only show a specific value, the operator can either be "=" or "In" for filtering a specific returned value. Click the down arrow on the operator field to display a list of choices.
- To return one value, such as:Shipped in between the Value1 enter the value status of Shipped. The graph will only display Shipped Orders.
Create New Filter
Create a new filter and name the filter clicking the Create icon next to the Filters header. Once the Create icon is clicked, the filter pop up window will be displayed.
- Follow steps 1-6 for the same process and click OK. Depending on the selected filter type, the parameter values are displayed in the Parameters section.
- Based on the selected parameter values, graph changes accordingly.
- You can add more than one row using create Add Row icon.
- FIlter logic AND has to satisfy both the filter criteria, while OR is used to satisfy any one of the filter criteria.
- Check the Enable check box to make the filter criteria visible during chart execution.
- Delete the added row by using delete icon. Once you click on icon the below pop up will be displayed.
Item value can be changed by dragging columns which are available in chart columns, chart parameters and in available columns section to formula text area. Once you click OK, Item value is replaced with formula text area value. Clicking on search icon will display the below pop up. This pop up displays the values based on column name in values text box.
- Select a value by checking the check box. Click OK, selected values are displayed in values text box.
- Selecting more than one value from Values pop up depends on the Operator selected in Operator drop down.
Previous icon is used to display the previous filter details in filter pop up.
Next icon is used to display the next filter details in filter pop up.
Free Text
Select the Free Text option to type a customized SQL query. If you create a filter and do not select any configured filter during chart preview then the chart takes Null as the input and produces no output.
When the parameterized option is checked, then the free text condition will be formed in the SQL query only when all parameters to the filter criteria is passed. In simple language, it means that if no value is given to the parameter, then no value is displayed instead of displaying Null. This makes the SQL run without errors.