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Applies to: Kyvos Enterprise
Kyvos Cloud (SaaS on AWS)
Kyvos AWS Marketplace
Kyvos Azure Marketplace
Kyvos GCP Marketplace
Kyvos Single Node Installation (Kyvos SNI)
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The filter panel has a menu that allows you to hide or collapse it. You can specify how to display filters in the panel by clicking the menu and choosing Display As. Try the available options to see which you prefer. You can also specify which filter types are shown in the filters pane and whether the filters are updated automatically or manually.
Additionally, you can select values to filter on or enter a comma-separated list of values. A custom list of comma-separated values can be used only for what is in the list or is not in the list criteria.
You can apply the following types of filters:
Dimensions
Measures
Contextual TopN
Contextual TopN allows you to filter for the top or bottom N number of values. It's applied after other filters and can only be applied on dimensions in the view. See Filtering using TopN or BottomN. You can also click the i symbol to learn more.
To learn more about filtering and criteria, see Filtering.
To apply a dimension filter to a worksheet, perform the following steps:
From the Toolbox, select Workbooks, and select a workbook and worksheet.
In the Filter pane, under Dimensions, click Field, and navigate the dimensions to select an item.
The criteria are populated based on the field you select. Click it to select different criteria.Click Value.
Select one or more specific values to filter criteria:
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To select values from the existing list, select the Predefined List, and proceed as follows:
For Custom List, click Custom List, and proceed as follows:
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).
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.
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Applying measure filter to a worksheet
To apply a Measure filter to a worksheet, perform the following steps.
From the Toolbox, select Workbooks, and select a workbook and worksheet.
In the Filter pane, under Measures, click Field and navigate the measures to select an item.
The criteria are populated based on the number field type.Click Value.
Enter a value or click Field and search for, then select a field.
Click the Plus icon to add additional filters or the Minus icon to remove a filter.
Applying Contextual TopN filter to a worksheet
To apply a Contextual TopN filter to a worksheet, perform the following steps.
From the Toolbox, select Workbooks, and then select a workbook and worksheet.
In the Filter pane, under Contextual TopN, click Field and navigate the dimensions to select an item.
The criteria is in top or is in bottom. Click the criteria to select the other option.Click Value.
Edit the number to specify the value you want to view. For example, the top or bottom 10 items.
Click the When ordered by list to select a value to order them by.
Click the Plus icon to add additional filters or the Minus icon to remove a filter.
Display As
You can display the filters as statements or simple filters.
Click the Actions menu ( ⋮ ) next to Filter, and then select Display As. You can select any one of the following filter options:
Simple: This filter shows the field, criteria, and value in a drop box.
Check the checkbox next to the filter to disable or enable it.
Click the Minus button on the right to remove it or the Plus button to add another filter.
When you have more than one filter, the default value is AND.Statement: This filter displays the information in a single line and takes up less space if you have a lot of filters.
Additionally, measures allow you to use parentheses to create more complex statements by using Advanced settings. Click the Action menu ( ⋮ ) menu next to Measures, and you will see either Simple or Advanced. Choose Advanced to display the parentheses and the default AND operator. You can click the AND operator to change it to an OR.
Too much data to display
Visual prompts inform you when there is too much data to be displayed and show you that you are viewing only part of the data. You can apply a filter or, in some cases, increase the number of columns or rows. See Filtering and show all to learn more.
Click the indicators shown in the worksheet to see the description.
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Shared Filter Card
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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To create a Shared Filter Card in the Dashboard, perform the following steps.
From the Toolbox,
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select Workbooks, then select a workbook and a Dashboard.
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Click Add Card
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at the top of the panel and choose Filter Card.
Click
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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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NoteYou cannot create a Shared Filter Card from the Integrated application; if one has already been created, you cannot disable that shared filter card option. |
Creating Shared Filter card in a worksheet
To create a Shared Filter Card in a worksheet, perform the following steps.
From the Toolbox, select Workbooks, then choose a workbook and a worksheet.
In
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the Design view, click Options > Workspace Settings.
The Workspace Settings dialog is displayed.
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In the View column, click
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the Shared
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Filters checkbox and
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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
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the Actions menu ( ⋮ ) and select the Set Identifier option from the list.
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The Set Identifier dialog is displayed.
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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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