Working with Advanced Filters

About Advanced Filters

For all visualization types, you can create advanced filters to subset your data by using the Filters tab in the right pane.
Advanced filters enable you to create filters that use more than one data item.
Your advanced filters can be either local filters that apply only to the current visualization, or global filters that apply to all of the visualizations in the current exploration.
The total percentage of values that are selected by your filters is displayed at the bottom of the Filters tab. The tooltip for the percentage displays the exact number of data rows. The percentage is calculated after data source filters are applied.
You can perform the following tasks to manage advanced filters:

Create an Advanced Filter

To create an advanced filter:
  1. Open the Options drop-down list in the Global Filters area or in the Local Filters area of the Filters tab, and then select New Advanced Filter.
    The Edit Filter window appears:
    The Edit Filter Window (Advanced)
    The Edit Filter window
  2. Specify a Filter name. The filter name identifies the advanced filter on the Filters tab.
  3. Create a condition for the filter:
    1. From the Data Items list, select the data item on which the condition is based.
    2. From the Conditions list, select a condition. For a list of the conditions that are available, see Conditions and Operators for Filters.
    3. Drag and drop the condition onto the expression in the right pane.
    4. For any required parameters, select the parameter, and enter a value, or right-click the parameter field, and select Replace with to select a data item.
  4. (Optional) Add additional operators to the expression.
    1. From the Operators list, select an operator to join the conditions in your expression. For a list of the operators that are available, see Conditions and Operators for Filters.
    2. Drag and drop the operator onto the expression in the right pane.
    3. Add a new condition as described in step 2 above.
    Note: The AND and OR operators can accept more than two conditions. To add a condition to the operator, drag and drop a condition onto the operator name in the right pane, or right-click the operator name, select Add, and then select New Condition.
  5. When you are finished creating your advanced filter, click OK to apply the filter.

Edit an Advanced Filter

About Editing Advanced Filters

You can perform the following tasks to edit an advanced filter:

Open the Edit Filter Window

To open the Edit Filter window, on the Filters tab, open the Options drop-down list for the advanced filter that you want to edit, and then select Edit Filter.
The Edit Filter window appears.
The Edit Filter Window (Advanced)
The Edit Filter window

Specify the Filter Name

To specify a name for the filter, enter a name in the Filter name field. The filter name identifies the advanced filter on the Filters tab.

Edit a Parameter Value

To edit a parameter value, select the parameter, and enter a new value, or right-click the parameter field, and select Replace with to select a data item.

Add a Condition

Note: If your filter expression contains an existing condition, then you must first Add an Operator to the expression.
To add a new condition:
  1. From the Data items list, select the data item on which the condition is based.
  2. From the Conditions list, select a condition. For a list of the conditions that are available, see Conditions and Operators for Filters.
  3. Drag and drop the condition onto the expression in the right pane.
  4. For any required parameters, select the parameter, and enter a value, or right-click the parameter field, and select Replace with to select a data item.

Add an Operator

To add an operator to the expression:
  1. From the Operators list, select an operator to join the conditions in your expression. For a list of the operators that are available, see Conditions and Operators for Filters.
  2. Drag and drop the operator onto the expression in the right pane.
  3. Add a New Condition.
Note: The AND and OR operators can accept more than two conditions. To add a condition to the operator, drag and drop a condition onto the operator name in the right pane, or right-click the operator name, select Add, and then select New Condition.

Replace a Condition

To replace a condition, drag and drop a new condition onto the existing condition in the right pane.

Remove Part of an Expression

To remove a part of an expression, highlight the part of the expression that you want to remove, and then select Delete or Clear.

Subset an Expression

To subset an expression and delete the remainder:
  1. Highlight the part of the expression that you want to keep.
  2. Right-click, and select Keep Operand. The parts of the expression that were not selected are removed.

Set the Scope of an Advanced Filter (Global or Local)

A filter can be either local (applies only to the current visualization) or global (applies to all of the visualizations in the current exploration).
To set the scope of a filter, open the Options drop-down list, and then select Global Filter or Local Filter.
Note: If you change a global filter’s scope to local, then a local filter is created for all of the visualizations in the exploration.
Note: If local filters exist in your other visualizations for the same data item, then converting your filter to a global filter will replace those local filters. A confirmation window enables you to continue or cancel.

Delete an Advanced Filter

To delete an advanced filter, click Remove Filter on the filter on the Filters tab, or open theOptions drop-down list on the filter menu, and then select Delete Filter.
You can delete all of your filters by opening the Options drop-down list in the Global Filters area or in the Local Filters area of the Filters tab, and then selecting Delete All Filters.
Note: If you delete a global filter, then the filter is removed from all of your visualizations in the exploration.
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