Table of Contents

Control filters

Ramya Priya Updated by Ramya Priya

The latest update in version 4.2 introduces a change where "Control Viz" is now referred to as "Control Filter." This enhancement allows you to apply control filters that will impact all charts within a specific Vizpad.

  1. If you want to apply control filters that will reflect in all the charts of that Vizpad, go to the required Vizpad and click on Edit.
  2. Click on Add chart, and under Add Filters section, you can find the following four types of control filters.
  • Multi-select list
  • Single-select list
  • Range slider
  • Dropdown list
Use multi-select list if you want to select multiple values of a dimension.
Use single-select list if you want to select only one value of a dimension.
Use range slider for specifying the range in any measure.
Use dropdown lists if you want to select multiple values of a dimension and want to save space in the Vizpad.
The global filter and the control filters will always be synchronized (represented by one global filter pill). Please note that modifying/deleting one will reflect on the other.

Rules of synchronization

The following rules are set to ensure the synchronization between the global filter and the control filter:

  • When global filter and control filter are created for the same column, only one global filter pill will be displayed.
  • If a global filter exists for a particular column, and a range slider is created, then the initial range of possible values displayed in the slider will respect the global filter applied.
  • If a global filter exists for a particular column, and a control filter is created for the same column, then the control filter will be displayed with the already applied global filter. For example, if "Canada" is selected in the global filter for the column "Country", and a multi-select filter is created for "Country", then the Include --> Selected list will consist of "Canada". The control filter can be modified, if required, and it will reflect on the same global filter pill.
  • A column can have multiple control filters. However, all the control filter values will be synchronized with only one global filter pill.
  • In case of multiple control filters for a single column, they need to be compatible with each other i.e., a single-select control filter cannot be paired with multi-select control filter/dropdown filter. However, a multi-select control filter and a dropdown filter can be paired with each other.
  • In case of multi-Business View Vizpads, users can create only one global filter per column for each Business View.
  • When a global filter is applied for multiple values from a column, and a single-select filter is created for the same column, the two cannot be synchronized. To address this issue, users will be notified and presented with two options: either modify the global filter to reflect the single-select filter or convert the single-select into a multi-select filter.

For each control filter, the ability to use Apply and Undo buttons can be configured by admins from Settings.

Under Settings --> Application Settings --> Vizpads, users can enable/disable the toggle next to Filters.

  • If enabled, users can select all the required filters before applying them on the Vizpads.
  • If disabled, each selected filter value will be applied immediately before selecting the next value.
Enable the Apply/Undo buttons if you have to select multiple filter values each time.
Disable the Apply/Undo buttons if you have to apply only minimal filter values (which could be applied to the dataset immediately after selection).

Multi-select list

  • When you create a multi-select list, then a control filter widget named "Multi-select List (chosen_column)" with two nested lists Include and Exclude, and two collapsible lists Selected and Available will be created.
  • From the required Business View, select the dimension for which you want to apply filters.
  • Initially, there won't be any values under Selected, and all the values will be present under Available list.
  • Click on the pencil icon to rename the multi-select control filter.
  • To sort the filter values, click on the sorting icon to sort the values in ascending or descending order.
  • To search for a specific value, start typing the value in the search bar provided above Selected. The values matching your input will be displayed.
Available list will display the first 300 values. Further scrolling will display the remaining values.
  • Once the user selects the required values, those values will be moved from Available to Selected.
  • Include list displays the list of included values. In that case, the values under Selected are the ones that will be considered for filters.
  • Exclude list displays the list of excluded values. In that case, the values under Selected are the ones that will not be considered for filters.
  • By default, Include list will be selected.
If you have 200 values, and want to select 5 of them, choose Include list.
If you have 200 values, but want to select 150 of them, choose Exclude list.
  • Click on Clear All next to Selected to unselect all the selected values. The number next to Clear All indicates the number of values selected.
  • Click on Select All next to Available to select all the values available in the column. The number next to Select All indicates the number of available values.
If all existing values are moved to Selected list (incase of either Include or Exclude), then no filter will be applied.
  • Once all the required values are selected, click on Apply to apply the filter or click on Undo to revert to the previously saved state.
  • The filters will be applied to all the charts in the Vizpad that was created using the specific Business View, and a global filter pill will be created that reflect the applied control filter.

Single-select list

  • When you create a single-select list, a control filter widget named "Single-select List (chosen_column)" with two nested lists Include and Exclude, and the list of all available values for the selected column will be displayed.
  • From the required Business View, select the dimension for which you want to apply filters.
  • Click on the pencil icon to rename the multi-select control filter.
  • To sort the filter values, click on the sorting icon to sort the values in ascending or descending order.
  • To search for a specific value, start typing the value in the search bar provided and the values matching your input will be displayed.
  • Include list displays the value considered for filter. Exclude list displays the list of excluded values. By default, Include list will be selected.
Unlike multi-select filter, only one value can be selected for single-select filter.
  • Once all the required value is selected, click on Apply to apply the filter or click on Undo to revert to the previously saved state.
  • The filter will be applied to all the charts in the Vizpad that was created using the specific Business View, and a global filter pill will be created that reflect the applied control filter.
The list of available values will display the first 300 values. Further scrolling will display the remaining values.

Range slider

  • When you create a range slider, a control filter widget named "Range Slider (chosen_column)" with a dropdown menu and a scale will be displayed.
  • From the required Business View, select the measure for which you want to apply filters.
  • The range of values available for the selected measure will be highlighted.
  • Click on the pencil icon to rename the range slider filter.