Adding filters to a dashboard created using Flash

You can allow users to filter the data displayed in a dashboard by selecting options in the Filters panel. For example, a dashboard displays sales data for several different product categories, from 2007 to 2010. An analyst can filter the data in the dashboard to only display sales data for the books and movies categories in 2010.

When you add filters to a dashboard, the filters are added to the currently displayed layout, and do not affect filtering in other layouts in the visualization. You can create the following types of filters:

You can add a filter based on an attribute. For steps, see To add an attribute filter to the Filters panel.
Once you have added an attribute filter to the Filters panel, you can create a new qualification filter based on the ranking of each element in the attribute. For example, you can add an attribute filter based on Category, then create a filter that displays data for the top three product categories by sales. For steps, see To add a Top N qualification filter to the Filters panel.
You can add a filter based on a metric. For steps, see To add a metric filter to the Filters panel.

Prerequisites

You have created the dashboard to add the filter to.
You must have the Web Edit Dashboard and Web Run Dashboard privileges.
To create a Top N qualification filter, you must have already created an attribute filter to create the Top N qualification based on.

To add an attribute filter

1 Click the name of the dashboard to run it, then click the tab of the layout to add the filter to.
2 If the Dataset Objects panel is not displayed, from the Show menu, select Dataset Objects.
3 If the Filters panel is not displayed, from the Show menu, select Filters.
4 From the Dataset Objects panel, click the attribute you want to use to filter data, and drag it onto the Filters panel. You can place the attribute before or after any filter already displayed in the panel.

You can select and add more than one dataset object to the Filters panel at a time. Press CTRL and click each object you want to select.

5 Hover the cursor over the name of the filter you just added, then click the arrow icon. Point to Display Style, then select the style you want to use to display the filter.
6 You can choose to include or exclude data in the layout using the elements selected in the filter. Hover the cursor over the name of the filter you just added, then click the arrow icon and select one of the following:
To display data only for selected elements, select Include.
To display data for all elements except the elements that are selected, select Exclude.

To add a Top N qualification filter

1 Click the name of the dashboard to run it, then click the tab of the layout to add the filter to.
2 If the Dataset Objects panel is not displayed, from the Show menu, select Dataset Objects.
3 If the Filters panel is not displayed, from the Show menu, select Filters.
4 From the Filters panel, hover the cursor over the name of the attribute filter, then click the arrow icon. A list of options is displayed. Point to Top N.
5 From the first drop-down list, select one of the following:
To create a qualification filter to display data for the top n elements in the filter, select Highest.
To create a qualification filter to display data for the bottom n elements in the filter, select Lowest.
6 In the field, type the number of elements to include in the filter.
7 From the Ranked By drop-down list, select the dataset object to use to rank each element.
8 Click OK. Your filter is added to the Filters panel and is automatically named Dataset Object by Attribute, where Dataset Object and Attribute are the names of the dataset object and attribute you used to add the filter.
9 Hover the cursor over the name of the filter you just added, then click the arrow icon. Point to Display Style, then select the style you want to use to display the filter.
10 You can choose to include or exclude data in the layout using the elements selected in the filter. Hover the cursor over the name of the filter you just added, then click the arrow icon and select one of the following:
To display data only for selected elements, select Include.
To display data for all elements except the elements that are selected, select Exclude.

To add a metric filter

1 Click the name of the dashboard to run it, then click the tab of the layout to add the filter to.
2 If the Dataset Objects panel is not displayed, from the Show menu, select Dataset Objects.
3 If the Filters panel is not displayed, from the Show menu, select Filters.
4 From the Dataset Objects panel, click the metric to use to filter data, and drag it onto the Filters panel. You can place the metric before or after any filter already displayed in the panel.
5 Hover the cursor over the name of the metric you just added, then click the arrow icon. Point to Display Style and select one of the following:
To filter data by creating a qualification on a metric, select Qualification.
To filter data by choosing values on a slider, select Slider.
6 Hover the cursor over the name of the metric you just added, then click the arrow icon and select one of the following:
To filter on the metric's values, select Qualify on Value. For example, you can display data only for stores with profit data greater than or equal to $1,000,000.
To assign a numeric rank to the metric values, where one is the highest metric value, and then filter by rank, select Rank Highest. For example, you can display data for the ten employees with the longest tenure in years.
To assign a numeric rank to the metric values, where one is the lowest metric value, and then filter by rank, select Rank Lowest. For example, you can display data for the ten stores with the lowest costs.
To filter by the top n% of metric values, select Rank % Highest. For example, if eight items are displayed in a visualization, Rank % Highest = 25 displays the top two items.
To filter by the bottom n% of metric values, select Rank % Lowest. For example, if eight items are displayed in a visualization, Rank % Lowest = 25 displays the bottom two items.
7 Complete the filter by doing one of the following:
To allow users to filter data by creating a qualification on a metric, perform the following steps:
a Click Greater than or equal to. From the drop-down list, select the operator to use to compare data, such as Less Than or Equals.
b In the field, type the value to use to filter data, then press ENTER. The qualification is created.
To allow users to filter data by choosing values on a slider, perform the following steps:
a Click and drag the endpoints of the slider to cover the range of values for which you want to filter data.
b You can choose to include or exclude data using the values selected in the slider. Hover the cursor over the metric name and click the arrow icon, then do one of the following:
To display data in the dashboard only for metric values selected in the slider, select Include.
To display data in the dashboard for all metric values except the values selected in the slider, select Exclude.

Related topics

Creating a dashboard
Editing filters in a dashboard
Allowing visualizations to filter other visualizations
Determining whether to allow filters to restrict other filters