Filters

Filters can be used to control the amount of information that is displayed in a chart. For example, you may only be concerned with seeing certain job roles or job roles where the employee number is greater than or less than a certain figure. The filter options that are discussed on this page are used to filter one chart at a time. If you need to filter every item on a category at the same time, please refer to Category Page Filters.

Click the ‘Filters’ menu at the top of the ‘Edit chart’ screen.

Click the ‘Add’ icon beneath ‘Filters defined in this chart’.

This will allow you to specify the criteria for the filter.

Click the drop-down next to ‘Please Select’, this will open a ‘Type to filter’ window displaying a list of data objects in the Data Source that you originally selected the object from.

Either scroll through the list to find the object you want to use or start typing the name of it into the search field to filter the list.

Click on the object that you want to filter on and then specify the filter criteria by clicking the drop down beneath the object.

The ‘starts with’ and ‘ends with’ operators work like the ‘like’ operator, but will only match the value if it starts with or ends with the provided string respectively.

If you need to add more filters, click the sign and repeat the steps mentioned above.

Example

This example shows that the chart has been filtered to show an employee count greater than 100. Any job roles where the employee count is less than 101 will not be displayed in the Pie chart, the legend will also be updated to remove these job roles.

When filters have been applied to a chart a small number appears next to the Filters tab in the ‘Edit chart’ screen. This shows how many filters have currently been applied without needing to open the filters tab.

‘Top’ filters on multi-dimension charts

If you filter a Bar chart that has a Legend, Dimension and a Measure and a ‘Top’ filter has been applied to the Measure, the X Axis will be filtered to only show the values that relate to the ‘Top’ filter.

The following screenshot shows that only 3 values are displayed on the X Axis when the Y Axis has been filtered to show the ‘Top’ 5 Employee Count.