Applies to: Kyvos Enterprise Kyvos Cloud (SaaS on AWS) Kyvos AWS Marketplace
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Aura tab collection |
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params | 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 |
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Aura tab |
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summary | Predefined list |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJQcmVkZWZpbmVkJTIwbGlzdCUyMiU3RA== |
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To select values from the existing list, select the Predefined List, and proceed as follows: Click to select from the values shown, or scroll to find a value. Click Select All to select all values.
Click Select All then deselect items you want to leave out of the search. Click the Plus icon to add additional filters or the Minus icon to remove a filter. Click to select the filter criteria and update the values as needed.
Panel |
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panelIconId | atlassian-note |
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panelIcon | :note: |
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bgColor | #DEEBFF |
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| Note From Kyvos 2024.2 onwards, you can select a predefined date from the filter list for a single select criteria (is, is not, is after, is before, is before or equal to, is after or equal to, is between). Image Added |
Aura tab |
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summary | Custom List |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJDdXN0b20lMjBMaXN0JTIyJTdE |
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For Custom List, click Custom List, and proceed as follows: Provide a comma-separated list of values, then press Enter or click Select. The selected items are displayed as shown in the following figure.
Click the Plus icon to add additional filters or the Minus icon to remove a filter. Click to select the filter criteria and update the values as needed
Aura tab |
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summary | List by condition |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwYnklMjBjb25kaXRpb24lMjIlN0Q= |
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Use List By Condition for cohort analysis. A cohort analysis is particularly useful when you want to study the consumption patterns of a specific group (cohort) to get specific insights into their behavior. The list by condition option enables you to specify your cohort condition through just a few clicks, instead of writing long SQL queries (which is too time-consuming and effort-intensive). Select the List by Condition option. The List by Condition option is available only with two Dimension filter conditions, which are: is in the list is not in the list
Click Add Condition. Use the fields to specify conditions for dimensions, contextualTopN, or measures. You can apply the contextual TopN only on the dimension over which cohort conditions are applied. For example, in this case, it can be applied only to Customer ID. Use the Inherit Dimension Filter option to select/inherit other dimension filters which are applied on the worksheet. This option is available only if there are other dimension filters on your worksheet.
Click Apply.
Let us take a use case for the number of customers who bought maternity products in the last quarter but have not bought baby products as yet. To start the analysis, you need to first apply a condition on the Customer ID, where Category is Maternity Products and Quarter is Q3-2020 by clicking on add condition link, as shown in the following figure.
Then, add the condition for Q1 2021 and Category is not Baby products (as shown in the following figure), such that your condition is “Customers who bought Maternity products in Q3 2020, but have not bought Baby products in Q1 2021”.
Tip |
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Tips: Use the Edit Conditions link to modify the condition. Click the Plus icon to add additional filters or the Minus icon to remove a filter |
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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.
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panelIconId | atlassian-note |
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panelIcon | :note: |
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bgColor | #DEEBFF |
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NotesYou 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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From the Toolbox, select Workbooks, then select a workbook and a Dashboard.
Click Add Card at the top of the panel and choose Filter Card.
Click the Actions menu ( ⋮ ) in the upper right corner of the card, and select the Edit option from the list.
In the View Options section, select the Use as Shared Filter Card checkbox, and then type a Unique Identifier for that filter card.
Click Save .
The Shared Filter card for a Dashboard is created.
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From the Toolbox, select Workbooks, then choose a workbook and a worksheet.
In the Design view, click Options > Workspace Settings.
The Workspace Settings dialog is displayed.
In the View column, click the Shared Filters checkbox and click Apply. Similarly, t o hide the Shared Filter Card, clear the checkbox.
Click Apply. The Shared Filters option is displayed in the Properties pane.
Click the Actions menu ( ⋮ ) and select the Set Identifier option from the list.
The Set Identifier dialog is displayed.
Enter a Unique Identifier for the Shared Filter Card and click Set. The Shared Filter Card for a worksheet is created.
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