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

You can select data in one visualization (the source) to update the data displayed in another visualization (the target), depending on how your dashboard has been designed. The data in the target visualization is then filtered or highlighted based on the data that you selected in the source.

When you select an attribute value in the source visualization, the source highlights the data that is displayed or highlighted in the target. This allows you to clearly see what is included in the metric values shown on the target.

In the dashboard shown below, selections in the Source grid filter the Target grid. Nothing has been selected yet in the Source grid, so all values and all rows are displayed for both grids.

Source: Region, Category, Profit, Revenue; Target: Region, Revenue

If you select Books in one row of the Source grid, all of the Books rows, regardless of region, are highlighted in the Source grid and displayed in the Target grid, as shown below. The revenue values for each region include only the Books revenue.

BBooks selected in Source displays North & South in Target

Clear the selections in the Source grid by clicking the Region header. (You can clear the selections by clicking any of the headers.) The Target grid once again calculates all the revenue for all regions and categories.

If you select North in the Source grid, all of the North rows, regardless of category, are highlighted in the Source grid and displayed in the Target grid, as shown below. The revenue value for North includes the revenue from all the categories in the North region.

North selected in Source displays North in Target

Clear the selections in the Source grid by clicking the Region header.

If you select North and Books in the Source grid, all the North rows and all the Books rows are highlighted in the Source grid and displayed in the Target grid, as shown below. The revenue value for North includes the revenue from all the categories in the North region, while the revenue value for South includes only the Books category.

North & Books selected in Source displays North & South in Target

Clear the selections in the Source grid by clicking the Region header.

If you select a metric value in a single row, such as revenue for the North and Books row, only that row is highlighted in the Source grid and displayed in the Target grid, as shown below. The revenue value includes only Books revenue in the North region.

Metric selected in Source displays 1 row in Target

For an overview of each type of visualization available and steps to analyze data for each type of visualization, see Analyzing data using visualizations in a dashboard.

Follow the steps below to select data or clear your selections in one visualization, to update the data displayed in other visualizations.

Prerequisites

A visualization is defined to update the data displayed in another visualization. For steps, see Using a visualization to filter the data displayed in another visualization or Allowing a visualization to update the data displayed in another visualization for dashboards created in Flash.
To clear selections in the source visualization and display data for all values in the target visualization, the source visualization must be designed to enable users to clear selections. For steps, see Using a visualization to filter the data displayed in another visualization or Allowing a visualization to update the data displayed in another visualization for dashboards created in Flash.

To filter or highlight data in one visualization by selecting items in another visualization

1 In the source visualization, select each item to filter data based on, such as data cells in a Grid visualization; bars, areas, and pie slices in a Graph visualization; and nodes in a Network visualization. The target visualization is automatically updated based on your selections.

To clear filtering applied to target visualizations based on selections in a source visualization

If data in the target visualization is filtered (rather than highlighted) by selecting data in the source visualization, you can clear your selections in the source visualization and display data for all values at the same time in any target visualizations.

1 You can display data for all elements in a target visualization at the same time by clearing your selections in the source visualization. The table below contains a list of visualization types and steps to clear filtering for each type.

Visualization Type

Steps to Clear Filtering

ESRI Map

1 In the map's toolbar, do one of the following:
Click the Remove Selections icon Remove Selections icon and then click OK.
Click the Clear Selections icon Clear Selections icon.

Graph

1 Click a blank area of the graph.

Grid

1 Click the header of a column in the grid.

Heat Map

1 Do one of the following:
Click a blank area in the visualization.
Click the header of a rectangle in the visualization.

 Image Layout

  1. Click a blank area in the visualization.

Map, Map with Areas, or Density Map

1 In the map's toolbar, do one of the following:
Click the Remove Selections icon Remove Selections icon and then click OK.
Click the Clear Selections icon Clear Selections icon.

Network  

1 Do one of the following:
Press CTRL and then click each selected node in the visualization to clear it.
Click a blank area in the visualization.

Related topics

Filtering data in a visualization
Filtering data in a dashboard