Filtering data in dashboards

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

Kyvos Azure Marketplace Kyvos GCP Marketplace Kyvos Single Node Installation (Kyvos SNI)

You can apply a global filter that applies to the entire dashboard.

Adding a global filter card to a dashboard

To add a global filter card to a dashboard, perform the following steps.

From the Toolbox, select Workbooks, then select a workbook and dashboard.
Click Add Card at the top of the panel and choose Filter card.
In the Filter pane, 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.
Do the following to select one or more specific values to filter on using is in the list or is not in the list criteria:
1. For a Predefined list, type into the search box to quickly find values.
  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.
2. For Custom List, click Custom List, enter a list of comma separated values, then press Enter or click Select.

This filter becomes a global filter for the charts in the dashboard.

To exclude any cards from the global filter

Click the Actions menu ( ⋮ ) in the upper right corner of the filter card and choose Link Cards.
Uncheck the cards that you don't want to use the global filter.
Click Apply.

You can also place a filter card inside the group of the group card, then it’s as a global filter for the cards inside that group. See Grouping cards in a dashboard.

Editing a filter card

To edit a filter card, perform the following steps.

Select the Update option, for example, to Automatic.
Click the checkboxes to set the view options to Allow editing, Allow filter suspension, Show dimension filters, Show measure filters, Show title, or Show maximize option.
For View Styling, you can fix the widget position so it will not scroll with the page, set the background color to transparent, or hide the scrollbar.
Specify the Inner Margin for the card. You can also specify different margin values for all four sides using the dotted square option.
Choose one of the arrangement options to set the Alignment for the filter card.
Under CSS selectors, you can use the default value or enter a custom ID and class.
Click Save.

Adding an action filter

Add an action filter that can filter data from different semantic models. The level, attribute, or measure name must be the same in the different semantic models where you want to apply a global action filter. Not all names need to be the same, just those you want to use to apply a filter.

Note

If you are filtering on a time dimension, the date hierarchy must be the same in all of the semantic models.

To add an action filter, perform the following steps.

From the Toolbox, select Workbooks, then select a workbook and dashboard.
Click Add Card at the top of the panel and choose the Filter card.
Select a semantic model as a data source for the filter, then click Add.
Click the title area of the card, then click the ( ⋮ ) menu in the upper right corner of the card and choose Link Cards.
Select the cards to be updated by this filter.
Click Apply.

Filter indicators

The following screenshot shows filtered cards where the data fits and does not fit in the card. You can see:

A filter is applied, the 'F' icon is displayed on the title of the card.
The indicator (appears in grey on the second image) at the top of the chart that highlights the portion of the data is shown in the card.
The square icon that switches the card view to show all of the data (instead of the selected data at the top of the chart)

When you click the square icon, you'll see the chart change to show all data.

The i icon on cards shows information about that card, including the filter details (if applied) and the semantic model on which it's based.