Chart Filters

When adding filters to the chart, a filter will be automatically added based on the filter created. You have the option to create/edit filters to help display data to the end user with a specific way to interact with the chart. 

To create a filter for the chart, drag and drop columns from the selected table into the filters window found in the configuration screen. 

You can also create a custom filters by clicking on the create icon found in the filters window. To edit the filters, begin by clicking the Edit icon next to the selected filter. A pop-up window with the custom options will appear.

• You can also create a custom filter by clicking on the Create icon found in the filter pane. User can find edit icon by hovering over the corresponding filter.

 

 

• Once you click on edit icon the following pop up window with custom options will be displayed.

1.  Details Tab

Here you will be able to edit the name of the filter(s) being used as well as give the filter a customized description. You can also choose to display the Data Type like Text, Number or Date.

2.  List of Values Tab

You can select a specific LOV to pull data from, specific to the organization. Choose from options that include Self LOV, Comma Separated Values, Query, and a specific LOV Name. 

You have the ability to choose how the filters will be displayed on the chart. filter display type is present here which include options like Drop-down Menu, Radio Buttons and Check Boxes.

• Drop-down: Parameter values are displayed as a drop-down. Select multiple values from the drop-down if the multi-select option is enabled.
  
  
• Radio button: Parameter values are displayed as radio buttons. Select any one value.
  
  
• Checkbox: Parameter values are displayed as checkboxes. Select multiple values if the multi-select option is enabled.
  
  
• Pop-up: If the display type is pop up then the parameter values are displayed in a pop-up screen.
  
  
• Text box: Give parameter values in plain text.
  
  
• Hierarchical Drop Down: Select values in a hierarchical way.  Search and select data of any level up to 20 and respective parent hierarchy is displayed for better understanding of which hierarchy the searched value will fall under.

Ex: If the Supervisors, Managers, Employees are displayed in a single component and users searches for an employee, it displays the hierarchical structure of the selected employee.

3.  Default Values Tab

Define a specific Default Value for the filter. Options for the default value include a Specific Value, Query, or a System Variable.

         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.

       Reset icon is used to reset the default values.

Date Time Filter

SplashBI allows users to create date values as filters but if the time format is not considered for filters. It will be truncated and shown. With this enhancement the transactional data and time is essential for filtering the data between hours and minutes. Giving a new data type only in filters section as "Date time”.

Domain LOV - Range Include Exclude

If "Range Include Exclude" option checked during LOV configuration then It will show three buttons on the LOV pop up page.

Syntax on Run Page

Dependent Filters

SplashBI allows users to configure dependent filters for chart & Dashboard by which users can see relevant data in a child filter based on the value selected in parent filter.

Check the Set Dependency On check box to view the Dependent On tab.

Dependent On Tab 

• Click the  icon to add a dependency condition that you would like to create. Drop downs will be displayed to select the Dependent On variable, the operator and the LOV Columns.  
  Here, the values in the LOV can only be entered when the Dependent On value is selected. For example, the values of sale units can only be selected if the store name is selected.
• Click the  icon to view the query that is created based on the dependency condition.
• Click the  icon to delete the dependency.

Allow Blind Search

There can be latency for downloading huge data from real-time environments like OC cloud and salesforce in the future and in such scenarios, we can provide an option to report the developer to allow blind query for the configured LOV.

Auto Query is the check box available in report filter level and domain LOV level. When Auto Query is OFF and the popup is clicked, then LOV data will not be loaded. However, clicking on entering in search field without any search text is considered as the blind query and retrieves all LOV data. At this point, there can be too much performance issue if the data is huge and traveling through the cloud network is added overhead.

If a Domain LOV is configured with this flag, highlight the chart level filters field with the value configured in domain LOV level and allow user to modify this level.

Show the new field in chart filters of all LOV source types.

when this LOV is used in chart filter then during run time of all the 3 objects, when the popup is opened, show another info text on the top of the LOV along with current text in next line as Blind Search is not allowed for this List of Values.

Search Text field will act as mandatory field. Without search text we need to give warning as current design and with blind search need to give another warning that blind search is not allowed for this LOV.

Allow Bind search check box in Chart level.

Auto Sort for LOV values

Provide an option in the LOV POPUP to enable alphabetical Order or data source order in run page.

Added a drop down to show whether data should display in ascending or descending order or data source order.

If a Domain LOV is configured with this flag, highlighted the chart level filters field with the value configured in domain LOV level and allow user to modify this level.

Sort by fields in chart level