Selection Filter

1. Overview

1.1. Feature Introduction

After setting the selection filter, you can filter a specific field value of the dataset during use.

1.2. Application Scenarios

When analyzing data, if users need to focus on a certain product category, they can create a selection filter and select the product category dimension field as the filter field; at the same time, you can control which related cards the filter condition takes effect on.

2. Operation Steps

2.1. Create Selection Filter

There are two entry points for selection filters on the page: creating a new filter in the filter bar, and creating a new card and selecting the card type as a filter.

• Filter bar - New filter;

• Page - New card - Select new filter.

    

Select the filter type as "Selection" to enter the selection filter editing popup.

2.2. Filter Attribute Configuration

When setting the selection filter, first select the source dataset, then select the field to be filtered by the consumer.

• Support setting the selection type as single or multiple, then select a suitable style;

• You can set the default value of the filter, and also filter, sort, and configure the location for the options list.

Operation	Description
Select Dataset	You can quickly select the current page's dataset or search for a new dataset.
Select Field	Select a field: Date option list format: If the field is of date type, the default option list is the original value format. You can also set the date option list format to: year, quarter, month, week, weekday for filtering; Display Field Application scenario: 1. Display field and linkage field are one-to-one mapping, such as a province name corresponding to a province code; 2. When display field and linkage field are many-to-one, such as a product code corresponding to multiple product names; "Linkage field": mainly used by creators for data fetching and analysis to link dashboard fields, which need to be unique and clear; if it affects the end user's use, you need to set the "display field" to facilitate the end user's viewing. After setting the "display field", users will see and select the value list corresponding to the display field when using the filter on the page.
Name	Defaults to the selected field name, can be modified.
Selection Type	Default is single selection, can be switched to multiple selection. Single selection: Only one field value can be selected for filtering; Multiple selection: Multiple field values can be selected for filtering. Note: For multiple selection, you can configure whether to display the "Exclude" button when selecting options. For filters using the exclude function, linkage parameters cannot take effect.
Style	When the selection filter is in the filter bar, only the "dropdown" style is supported; when the selection filter is in the layout, the style configuration also supports "dropdown", "radio/checkbox", and "button bar" styles, which can be set according to user habits. > Note: > After selecting options, using exclude, the condition passed is "not including option 1, option 2"; at this time, linkage cards cannot link parameters, because parameters can only pass equal conditions. Dropdown: Radio/Checkbox: Button Bar:
Default Value	When a default value is set, users will see data filtered by the default value after entering the page; supports fixed value, custom time macro, follow user attribute, and first in the list (first pick). Fixed value: According to single/multiple selection configuration, select one or more fixed values as the default value; Custom time macro: Supports entering a specific time macro, and the default value will be queried according to the entered time macro; usually used for date filtering; Follow user attribute: When the filter item is related to user attributes, select follow user attribute, and the default data seen by the user is the data they care about; First in the list (first pick): When the default value of the selection filter is "the first item in the list", the data seen each time you enter the page is filtered and displayed according to the latest field value.
Option List	Only 200 options are displayed randomly; supports location configuration, filtering, and sorting: Location configuration Application scenario: Based on the basic information of the dataset set by the filter (such as province, city, etc.), configure location-related information for the filter, and you can easily query data information under different locations. For example, in the chain retail industry, you can view the relevant data of the corresponding city or store on the mobile terminal when you are about to start a store tour or have arrived in a certain city. This allows middle and senior managers, regional supervisors/persons in charge, etc., to more conveniently check problems during the store tour and give targeted guidance. Prerequisites: 1. Enable location access permission; 2. There is corresponding city/province field information for fuzzy matching; Function: By configuring the geographic information of province/city, when browsing the dashboard, selecting the filter can obtain the current location's latitude and longitude information, and then match it from the customer's store latitude and longitude data to return the closest address. Filtering: You can filter the options of the current field, and the filtering criteria can be the current field or other fields; for example, if the filter field is city and you need to filter out all cities under Sichuan Province, you can directly select all corresponding cities, or select the province field to filter Sichuan Province. Sorting: Supports sorting the option list by the current field and other fields.

If you need to edit the filter's attributes again, you need to find the "Edit" function in the filter card's toolbar to re-enter the filter attribute configuration popup.

2.3. Set Linkage Target Card

When linking, you need to select the target card and the corresponding filter field. After setting, changes in the filter will link and change the data presented by the associated card.

• Auto-link card: After the filter enables auto-link, it will automatically link visualization cards with the same field name; auto-linked cards can be manually unlinked;

• Apply to cards with the same dataset: Click to apply to cards with the same dataset, and it will automatically link other cards under the same dataset with the corresponding field. Cards applied to the same dataset can be manually unlinked.

If you need to edit the filter's linkage relationship again, you need to find the "Linkage" function in the filter card's toolbar to re-enter the filter linkage configuration popup.

2.4. Using the Filter

Usage

The maximum number of options for users is 1000; you can fuzzy search options, batch paste, and view selected.

• Fuzzy search: Case insensitive, but some direct-connected databases do not support case insensitivity;

• Batch paste: After copying the options with one click, you can automatically match the option list according to the name, reducing the number of clicks.

View Filter Effect

After filtering, the filter will take effect on each linked card, and the card will present the data after filtering;

When users browse the card, they can hover the mouse over the "small funnel" icon in the card toolbar to view the current filter conditions.