Filtering data in a visualization

Filter a visualization to limit and customize the data displayed on a visualization in a dashboard. For example, you can filter the visualization to display only selected geographical regions, the top five most-profitable regions, or those regions with more than $1 million in revenue. In these examples, region is the attribute; an attribute is a business concept, which provides a context for your numerical data. The values (or elements) of the Region attribute are Northeast, Northwest, South, and so on.

You can also filter all the visualizations on a sheet, using the Filter panel. For steps to filter a sheet, see Filtering the data on a sheet in a dashboard. For an overview and links to analyze data in a specific type of visualization, see Analyzing data using visualizations in a dashboard.

If your dashboard displays worksheet tabs at the top of the interface and uses the icon toolbar pictured below, see Filtering data in a visualization using Flash.

If your dashboard displays sheet tabs at the bottom of the interface and displays File and View menus at the top of interface, use the table below for steps to filter a visualization in different ways.

* A filter can also affect the objects displayed in another filter. This can be helpful if a filter displays many values; filtering the values displayed in the filter allows you to more easily find the value to filter on. To check what visualizations and filters a filter affects, hover the cursor over the filter’s name, click the arrow icon displayed to the right, and point to Select Targets. Any visualization or filter selected in the list of targets is affected by the filter.
To Filter a Visualization... Do This...
To display selected attribute values
  1. Select the attribute values in the filter, or search for an attribute value in the filter. Examples of different styles of attribute filters are shown below:

Button bar-style attribute filter Drop-down list-style attribute filter Search-style attribute filter

To undo filtering, hover your cursor over the filter, click the arrow icon in the top right, and select Clear Selections.

If the dashboard does not contain an attribute filter, you can create it; for steps, see Creating a filter on the data in a visualization or another filter.

By typing a date range
  1. In the From field of the filter, type the beginning date of the date range or select it from the calendar by clicking the Calendar icon.

  2. In the To field, type the end date of the date range or select it from the calendar by clicking the Calendar icon.

Date filter

To undo filtering, hover your cursor over the filter, click the arrow icon in the top right, and select Clear Selections.

If the dashboard does not contain a date filter, you can create it; for steps, see Creating a filter on the data in a visualization or another filter.

By comparing metric values or ranks to a selected number
  1. From the drop-down list in a filter, select the operator, such as Greater than or Less than, to use to compare data. If the operators include Highest and Lowest, you are comparing the metric rank rather than value.

  2. In the box, type the number to compare the metric’s values or ranks to.

Metric qualification filter

To undo filtering, hover your cursor over the filter, click the arrow icon in the top right, and select Clear Selections.

If the dashboard does not contain a metric filter, you can create it; for steps, see Creating a filter on the data in a visualization or another filter.

By choosing metric values or ranks from a slider
  1. If the filter contains a drop-down list of operators, you are filtering on rank. Select the operator, such as Highest or Lowest.

  2. In the filter, do one of the following:

    • To filter the metric values by selecting a general range, click and drag the endpoints of the slider to cover the range of values to display. The selected value range is automatically highlighted in blue.

    • To filter the metric values by typing a specific range of values, hover your cursor over the endpoint of a slider. A dialog box is displayed. Type the value to use as the new endpoint of the value range, then press ENTER.

Metric slider filter

To undo filtering, hover your cursor over the filter, click the arrow icon in the top right, and select Clear Selections.

If the dashboard does not contain a metric filter, you can create it; for steps, see Creating a filter on the data in a visualization or another filter.

By choosing objects in another visualization

  1. Select the objects in the source visualization (used as the filter). The data in the target visualization is then filtered or highlighted based on the selected objects.

For an example, see Filtering or highlighting the data in a visualization based on selections in another visualization. If the visualizations are not defined to allow filtering and highlighting, follow the steps in Using a visualization to filter the data displayed in another visualization.

To display multiple attributes at the same time
  1. In the visualization, select the attributes or attribute values to include in the visualization by pressing CTRL and clicking the objects to include.

    • For a graph, select graph items, such as bars or bubbles. To choose all the graph items in an area, click and drag over an area of the graph.

    • For a grid, select rows.

    • For a heat map, select rectangles. To choose all the rectangles in a selected area, click and drag over an area of the heat map.

    • For a map, select locations.

    • For a network, select nodes. To choose all the nodes in a selected area, click the Select icon, then click and drag over an area of the visualization.

  2. Right-click the selected data, then select Keep Only. The data in the visualization is filtered and updated. The filter icon Example of the filter icon is displayed in the top left of the visualization, to indicate that the visualization has been filtered. You can also use it to remove the filtering, as described in To undo filtering on data in a visualization.

To exclude multiple attributes at the same time
  1. In the visualization, select the attributes or attribute values to exclude from the visualization by pressing CTRL and clicking the objects to exclude.

    • For a graph, select graph items, such as bars or bubbles. To choose all the graph items in an area, click and drag over an area of the graph.

    • For a grid, select rows.

    • For a heat map, select rectangles. To choose all the rectangles in a selected area, click and drag over an area of the heat map.

    • For a map, select locations.

    • For a network, select nodes. To choose all the nodes in a selected area, click the Select icon, then click and drag over an area of the visualization.

  2. Right-click the selected data, then select Exclude. The data in the visualization is filtered and updated. The filter icon Example of the filter icon is displayed in the top left of the visualization, to indicate that the visualization has been filtered. You can also use it to remove the filtering, as described in To undo filtering on data in a visualization.

To undo filtering on data in a visualization

Use these steps to undo filtering that displays or excludes multiple attributes. To undo filtering in an attribute or metric filter, hover your cursor over the filter, click the arrow icon in the top right, and select Clear Selections.

1 Click the filter icon Example of the filter icon in the visualization’s title bar. (If the filter icon is not displayed after you filter a visualization, you used an attribute or metric filter.)
If the title bar is not displayed, hover the cursor over the top left of the visualization to display the filter icon.
2 Choose from the following:
To remove all filtering and drilling from the visualization at once, select Clear All. All filtering and drilling are removed, and are no longer used to filter data in the visualization.
To remove a single filter update, select the filter to remove. The delete filter is no longer used to filter data in the visualization.

Related topics

Filtering data on a layout tab
Analyzing data using visualizations in a dashboard