Skip to main content

Filter Setting Segmentation Linkage with Cards

Applicable Scenarios

Need to set partitions/divide interval segments for data in tables, and filter card data according to the set groups/interval segments.

【Tip】: Newly created grouping fields in filters are text parameters when passed, and cannot automatically judge table data.

Scenario One: Numerical Interval Grouping

Create a new selection filter, set the linkage field to "New Field/New Grouping Field", and customize segment intervals

image.png

Requirement: The filter controls the display of table data by filtering the "Quantity Summary" field in the card (expected result display as shown in the figure below).

image.png

Solution 1: You can create a new calculated field in the card to mark the data to be filtered by intervals

  1. Create a new calculated field "Partition Identifier" in the card

case
when [Quantity Summary] >= 0 and [Quantity Summary] <= 999 then 'Less than 1000'
when [Quantity Summary] >= 1000 and [Quantity Summary] <= 10000 then '1000-10000'
else 'Others'
end
  1. Set the filter to link with the "Partition Identifier" field in the card

image.png

Solution 2: Reference global parameters in the card and create a new calculated field, drag to the filter bar

  1. Create a new calculated field "Interval Parameter" in the card, introducing a text-type global parameter.

image.png

  1. Create a new filter field "Filter", field type as boolean, place in the filter bar.
case when [Interval Parameter] = 'Less than 1000' then [Quantity Summary] <= 999 and [Quantity Summary] >= 0
when [Interval Parameter] = 'Others' then [Quantity Summary] < 0 or [Quantity Summary] > 10000
else [Quantity Summary] >= int(split([Interval Parameter],'-')[0]) and [Quantity Summary] <= int(split([Interval Parameter],'-')[1]) end

image.png

  1. Set the filter to link with the global parameter referenced in the card.

image.png

  1. Create a new grouping field "Grouping Field" in the card, set custom step size

image.png

  1. Set the filter to link with this newly created grouping field

image.png

【Notes】

When the filter has "Show All" option checked and the filter item is "All", Solution 2 won't take effect (manifested as: card data is empty)

image.png

Scenario Two: Text Value Grouping

Create a new selection filter, set the linkage field to "New Field/New Grouping Field", and divide grouping content

image.png

Selection filter: The set segment intervals are as follows.

Requirement: The filter controls the display of table data by filtering the "Product Category" field in the card.

image.png

Solution 1: You can create a new calculated field in the card to mark the data to be filtered by intervals

  1. Create a new calculated field "Grouping Identifier"
case 
when [Product Category] in ('Food Category','Tobacco and Alcohol Category','Milk Powder Category','Tobacco and Alcohol Category','Beverage Category','Mooncake Category') 
then 'Food Major Category'
when [Product Category] not in ('Food Category','Tobacco and Alcohol Category','Milk Powder Category','Tobacco and Alcohol Category','Beverage Category','Mooncake Category')
then 'Others'
end

image.png

  1. Set the filter to link with the "Grouping Identifier" field in the card

image.png

Solution 2: Reference text global parameters in the card

  1. Create a new calculated field "Text Parameter" in the card, introducing a text-type global parameter.

image.png

  1. Create a new filter field "Filter", field type as boolean, place in the filter bar.
case
when [Text Parameter] = 'Food Major Category'
then [Product Category] in ('Food Category','Tobacco and Alcohol Category','Milk Powder Category','Tobacco and Alcohol Category','Beverage Category','Mooncake Category')
when [Text Parameter] = 'Others'
then [Product Category] not in ('Food Category','Tobacco and Alcohol Category','Milk Powder Category','Tobacco and Alcohol Category','Beverage Category','Mooncake Category')
else [Product Category] in ('Food Category','Tobacco and Alcohol Category','Milk Powder Category','Tobacco and Alcohol Category','Beverage Category','Mooncake Category','Cosmetics Category','Kitchen Ingredients','Daily Necessities Category','Medicine Category','Maternal and Child Products')
end

image.png

  1. Set the filter to link with the global parameter referenced in the card.

image.png

  1. Create a new grouping field "Product Major Category" in the card

image.png

  1. Set the filter to link with this newly created grouping field

image.png

【Notes】

Different from the numerical interval grouping scenario, all 3 solutions above can filter "All" content, and the results of the 3 solutions are consistent.

image.png