Skip to end of banner
Go to start of banner

Drill to Category with Category Object filters

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Any extra filters from the source category will be ignored in the destination category.

  • If the destination Category has a default value set for a Category Object it will be overridden, when Drill to Category is used, if the Category Object on the source Category is a different value

  • If the source Category has a default value set for a Category Object it will be overridden, when Drill to Category is used, if the Category Object on the source Category is a different value

When drilling from a chart to a category using the Drill to Category feature, now all the filters are passed to the destination category, just like how a normal drill down works to carry all the filters. This requires the destination category to have Category Objects, and the passed filters are used to fill in these Category Objects. The extra filters from the chart are ignored (because the configuration is not available in the destination).

**Further explanation about excluding filters:**

(Source category: CatA, target category: CatB):

  • CatA Category Object can untick "Filter", doing so won't pass this category object as a filter to CatB

  • CatA chart can select "Manually apply category filters", doing so won't pass any category objects to CatB

  • CatA chart Dimensions can untick "enable drill down filter", doing so won't pass a dimension to CatB

  • CatA chart Measures won't be passed to CatB

**Further explanation about Category Object default values:**

```

If CatA has Region Category Object,
And Region has "North" selected
CatB Region is set to "North" regardless if it has default values

If CatA has Region Category Object,
And Region has "All" selected
CatB Region is set to "All" regardless if it has default values

If CatA doesn't have Region
CatB Region is set to default values when drilling to CatB
```

**Further explanation about Operators:**

Operators: Filters can have different operators, while each category object type only supports one operator.

  • So if the filter (the source) is using an operator that the category object (target) accepts, the value is kept

  • Otherwise the filter is ignored

Current supported Operators of each category object type, and the filter operators that can be used to set these category objects:

  • SELECT - EQUAL_TO - (accepts: EQUAL_TO)

  • SEARCH - IN - (accepts: IN, EQUAL_TO)

  • CHECKBOXES - IN - (accepts: IN, EQUAL_TO)

  • IMAGES - IN - (accepts: IN, EQUAL_TO)

  • NUM_PICKER - EQUAL_TO - (accepts: EQUAL_TO)

  • SLIDER - BETWEEN - (accepts: BETWEEN)

  • FREE_TEXT - LIKE - (accepts: LIKE, EQUAL_TO)

  • SINGLE_DATE_PICKER - EQUAL_TO - (accepts: EQUAL_TO)

  • DATE_PICKER - BETWEEN - (accepts: BETWEEN)

  • No labels