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Applies to: Kyvos Enterprise  Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace

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When Kyvos is integrated with a host application, you can create a Shared Filter Card with a unique identifier that can be applied across multiple dashboards or sheets. The host application will share the filters using the Shared Filter Card, and then Kyvos will populate the filter set in the respective filter card with the same unique identifier and apply it to the linked data cards. 

Panel
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Notes

  • You can create a Shared Filter Card only from Kyvos. 

  • The Shared Filter Card option is enabled only when the value of the  allowEmbedding  parameter is set to  true  in the Portal properties file located at  /kyvos/jakarta/webapps/kyvos/client/config

  • Filters shared by the host application will not be stored in the Kyvos repository. However, the formatting applied to the Shared Filter Card will be saved.

  • Multiple shared filter cards can be created for the Dashboard. However, you can create only one shared filter card for the sheet.

  • When a filter value is changed to the shared filter card, the host application is notified through a JavaScript event, and the updated values are sent back to the host application. 

  • In the case of Action filters, the filters of the shared filter card will be ignored except the Selective Dimension filter. See the Adding actions to worksheets section for more details. 

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  1. From the Toolbox, select  Workbooks, then select a workbook and a Dashboard.

  2. Click  Add Card  at the top of the panel and choose Filter Card. 

  3. Click the Actions menu (  ⋮  ) in the upper right corner of the card, and select the Edit option from the list.

  4. In the View Options section, select the Use as Shared Filter Card checkbox, and then type a Unique Identifier for that filter card.

  5. Click Save . 
    The Shared Filter card for a Dashboard is created. 

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  1. From the Toolbox, select Workbooks, then choose a workbook and a worksheet.

  2. In the  Design  view, click Options > Workspace Settings.
    The Workspace Settings dialog is displayed. 

  3. In the View column, click the  Shared Filters  checkbox and click  Apply. Similarly, t o hide the Shared Filter Card, clear the checkbox. 

  4. Click Apply. The Shared Filters option is displayed in the Properties pane. 

  5. Click the Actions menu (  ⋮  ) and select the Set Identifier option from the list.

    The Set Identifier dialog is displayed. 

  6. Enter a Unique Identifier for the Shared Filter Card and click Set. The Shared Filter Card for a worksheet is created. 

Applying date filter to a worksheet

You can apply date filter to a worksheet using the calendar date or calculated date.

In the Calculated date, you can provide a custom date to apply a filter.

To apply a custom filter, perform the following steps.

  1. From the Toolbox, select Workbooks, and then select a workbook and worksheet.

  2. In the Filter pane, under Dimensions, click the date filter. The Date filter dialog is displayed.

    image-20240606-134337.pngImage Added

  3. In the calculated date, you can set the first date, last date or set the custom date to apply filter to a worksheet.

    • First date: The initial or start date present in the data.

    • Last date: The end date present in the data.

    • Custom date: Enter number of days after or before the selected date criteria.

  4. Click Ok. The date filter is applied to a worksheet.

    image-20240606-134550.pngImage Added

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