Filtering data in a visualization using Flash

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, only specific states in different regions, or combinations of specific regions and years. Instead of displaying the selections, you can exclude the selections, so that the selected objects are removed from display. In this example, region is an 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.

If your dashboard displays sheet tabs at the bottom of the interface and displays File and View menus at the top of interface, see Filtering data in a visualization.

If your dashboard displays worksheet tabs at the top of the interface and uses the icon toolbar pictured below, use the table below for steps to filter a visualization in different ways.

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 in a visualization for dashboards created using Flash.

To Filter a Visualization... Do This...
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.
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.
To undo filtering
1 Click the filter icon Example of the filter icon in the visualization’s title bar.
If the title bar is not displayed, hover the cursor over the visualization, then click the arrow icon displayed in the top right, and select Show Title Bar.
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 deleted 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