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

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Aura tab collection
params 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
Aura tab summary Predefined list params JTdCJTIydGl0bGUlMjIlM0ElMjJQcmVkZWZpbmVkJTIwbGlzdCUyMiU3RA== 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 panelIconId atlassian-note panelIcon :note: bgColor #DEEBFF 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 summary Custom List params JTdCJTIydGl0bGUlMjIlM0ElMjJDdXN0b20lMjBMaXN0JTIyJTdE 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 summary List by condition params JTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwYnklMjBjb25kaXRpb24lMjIlN0Q= 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 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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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 custom date filter to a worksheet

Anchor
customdatefilter customdatefilter

You can apply date filter to a worksheet using the calendar date or calculated date. This is applicable to worksheet and Dashboard.

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 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 Added

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