Filtering the data on a sheet in a dashboard

You can simultaneously filter all the data displayed in a sheet, to view only the information that you require. A sheet is a layer of data in a dashboard. The data on each sheet is filtered independently of the data on other sheets in the dashboard. When you select values in a filter, the data is updated in all the visualizations and also in any dataset objects displayed in text fields on the sheet. (A dataset object is an attribute or metric from a dataset.) Data is not updated on other sheets in the dashboard.

For example, a dashboard contains a grid and a heat map, which both display sales data for a series of sales regions. Both visualizations are displayed on the Sales sheet. If you choose to display data only for the Northeast and Southeast regions, both the grid and the heat map will be updated to include data only for Northeast and Southeast, as shown in the image below.

Example of filtering the data on a worksheet

* You can use the steps in the table whether your Filter panel looks like the image above or the image below:

Filters panel in Flash (does not display as a tab with other panels)

 

By default, the selections that you make in a filter affect the visualizations and text on the sheet, and do not affect other filters. If your sheet contains multiple filters, selections that you make in an attribute filter can affect the choices displayed for other attribute filters. Filters on metrics are not affected by any changes made to other filters in the sheet.

To check whether a filter affects another filter, in the Filter panel, hover the cursor over the filter’s name, click the arrow icon displayed to the right, and point to Select Targets. Any filter selected in the list of targets is affected by the filter.

Prerequisites

This procedure assumes that you are already viewing the dashboard that contains your data. For steps, see Running and viewing a dashboard.
If the Filter panel is not displayed in the dashboard, from the View menu, select Filter Panel (or, from the Show menu, select Filters).

To Filter a Sheet...

Do This...

By selecting attribute values

Example of filtering data in a dashboard by selecting element

1 In the Filter panel, locate the filter that contains the attribute values (or elements) to filter based on. If the filter is collapsed, click the arrow icon to the left of the filter's name to expand it.
2 Select each value to filter data based on, or select All to choose all of the values at once.
If a search box is displayed, you can narrow the values displayed as choices in the filter by typing the name of values in the search box.
If you are selecting items in a filter displayed using the Check Boxes style, you can clear all choices and select a single value. Hover the cursor over the value and click Only.
3 If the Apply button is displayed, click Apply to filter data using your selections. You can make several changes before applying the filter. If the designer has created the document to automatically apply selections in the filter, the button is not displayed and your selections are automatically used to filter data.

By searching for attribute values

Example of filtering data by searching for elements

1 In the Filter panel, locate the filter that contains the attribute values to filter based on. If the filter is collapsed, click the arrow icon to the left of the filter's name to expand it.
2 In the search field, type the name of the value you want to use to filter.
3 From the drop-down list, select the name of the value. The value is added to the list of values included in the filter.
4 Repeat the steps above to add additional values to the filter.
5 You can remove a value from the filter by clicking X next to the value to remove.
6 If the Apply button is displayed, click Apply to filter data using your selections. You can make several changes before applying the filter. If the designer has created the document to automatically apply selections in the filter, the button is not displayed and your selections are automatically used to filter data.

By typing a date range

Date filter

1 In the Filter panel, locate the filter that contains the date attribute to filter. If the filter is collapsed, click the arrow icon to the left of the name of the filter’s name to expand it.
2 In the From field, type the beginning date of the date range or select it from the calendar by clicking the Calendar icon.
3 In the To field, type the end date of the date range or select it from the calendar by clicking the Calendar icon.
4 If the Apply button is displayed, click Apply to filter data using your selections. You can make several changes before applying the filter. If the designer has created the document to automatically apply selections in the filter, the button is not displayed and your selections are automatically used to filter data.

By choosing metric values or ranks from a slider

Example of filtering data in a visualization by selecting metric values on a slider

1 In the Filter panel, locate the filter that contains the metric to filter based on. If the filter is collapsed, click the arrow icon to the left of the filter's name to expand it.
2 If the filter contains a drop-down list of operators, you are filtering on rank. Select the operator, such as Highest or Lowest.
3 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.
4 If the Apply button is displayed, click Apply to filter data using your selections. You can make several changes before applying the filter. If the designer has created the document to automatically apply selections in the filter, the button is not displayed and your selections are automatically used to filter data.

By comparing metric values or ranks to a selected number

Example of filtering data in a visualization by defining a metric qualification

1 In the Filter panel, locate the filter that contains the metric to filter based on. If the filter is collapsed, click the arrow icon to the left of the filter's name to expand it.
2 Click Greater than. From the drop-down list, select the operator to use to compare data, such as Less Than or Equals. If the operators include Highest and Lowest, you are comparing the metric rank rather than value.
3 In the field, type the value to use to filter data, then press ENTER.
4 If the Apply button is displayed, click Apply to filter data using your selections. You can make several changes before applying the filter. If the designer has created the document to automatically apply selections in the filter, the button is not displayed and your selections are automatically used to filter data.

By comparing the ranked values of an attribute to a selected number

The attribute values are ranked by a metric.

1 In the Filter panel, locate the filter that contains the metric to filter by an attribute. If the filter is collapsed, click the arrow icon to the left of the filter’s name to expand it.
2 From the drop-down list, select the operator, such as Highest or Lowest, to use to compare data.
3 In the box, type the value to use to filter data, then press ENTER.
4 If the Apply button is displayed, click Apply to filter the data using your selections. You can make several changes before applying the filter. If the designer has created the document to automatically apply selections in the filter, the button is not displayed and your selections are automatically used to filter data.

To clear all filter selections for a single filter, and display all the data for the filtered object

1 In the Filter panel, hover the cursor over the name of the filter, then click the arrow icon displayed in the top right, and select Clear Selections. All the selections in the filter are cleared, and all data for the attribute or metric that the filter is based on is displayed.

To clear all selections for all filters on the sheet

1 Hover the cursor over the Filter panel, then click the arrow icon displayed in the top right of the panel, select Clear All Selections or Clear Selection. All the selections in the Filters panel are cleared.

Related topics

Filtering data in a dashboard
Filtering data in a visualization
Filtering or highlighting the data in a visualization based on selections in another visualization