Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

Aura tab collection
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
Aura tab
summaryPredefined list
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJQcmVkZWZpbmVkJTIwbGlzdCUyMiU3RA==

To select values from the existing list, select the Predefined List, and proceed as follows:

  1. Click to select from the values shown, or scroll to find a value.

  2. Click Select All to select all values. 

  3. Click Select All then deselect items you want to leave out of the search.

  4. Click the Plus icon to add additional filters or the Minus icon to remove a filter.

  5. Click to select the filter criteria and update the values as needed.

Panel
panelIconIdatlassian-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-20240628-111658.pngImage Added

Aura tab
summaryCustom List
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJDdXN0b20lMjBMaXN0JTIyJTdE

For Custom List, click Custom List, and proceed as follows:

  1. Provide a comma-separated list of values, then press Enter or click Select.

  2. The selected items are displayed as shown in the following figure.

  3. Click the Plus icon to add additional filters or the Minus icon to remove a filter.

  4. Click to select the filter criteria and update the values as needed

Aura tab
summaryList by condition
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwYnklMjBjb25kaXRpb24lMjIlN0Q=

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).

  1. 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

  2. Click Add Condition.

  3. 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.

  4. 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.

  5. 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.

  1. 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.

  2. 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

...

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
panelIconIdatlassian-note
panelIcon:note:
bgColor#DEEBFF

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. 

...

  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. 

...

  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.

...