Working with Basic Filters

About Basic Filters

Create a Basic Filter

Create a Basic Filter from a Data Selection

Edit a Filter By Using Visual Filter Controls

About Visual Filter Controls

Filtering Discrete Data

Filtering Continuous Data

Edit a Basic Filter By Using the Edit Filter Window

Reset a Basic Filter

About Basic Filters

For all visualization types, you can subset your data by using the Filters tab. You can base your filters on any data item, regardless of whether the data item is assigned to the current visualization.

Your filters can be either local filters that apply only to the current visualization or global filters that apply to all of the visualizations for the selected data source. In the Filters tab, the local filters area is labeled Visualization and the global filters area is labeled with the name of the selected data source for the current visualization.For more information, see Set the Scope of a Filter (Global or Local).

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.

Create a Basic Filter

To create a basic filter:

From the Data pane, select the data item that you want to use as the base of the filter. You can select any data item, regardless of whether it is assigned to the current visualization.
For a local filter, either right-click on the data item, and select Add as Filter on Visualization, or drag and drop the data item onto the local filters area of the Filters tab.

For a global filter, either right-click on the data item, and select Add as Filter on data-source, or drag and drop the data item onto the global filters area of the Filters tab.

Note: If a local filter exists for a data item in any of your visualizations, then you cannot create a new global filter for that data item. Remove the local filter, or change its scope to global. Similarly, if a global filter exists for a data item, then you cannot create a local filter for that data item.
Set the parameters for your filter. You can use either visual filter controls or the Edit Filter window.

Note: By default, your filter changes are applied automatically to the active visualization. To apply multiple changes together, deselect Auto-Update, and then click Update when you are ready to apply your filter changes.

Create a Basic Filter from a Data Selection

When you select data values in a visualization, you can use the selected values to create a basic filter.

To create a new filter from a data selection:

Select one or more data values in a visualization.
Right-click on the visualization, and then select one of the following:

Include Only Selection

creates a filter that includes the selected values only.

Exclude Selection

creates a filter that excludes the selected values.

The new filter appears on the Filters tab.

Edit a Filter By Using Visual Filter Controls

About Visual Filter Controls

Visual filter controls are accessible directly from the Filters tab. The visual filter controls are different, depending on the model type of the filter data item.

Filtering Discrete Data

A Visual Filter for a Discrete Data Item

Note: If your data contains a large number of discrete values, then the top 1,000 most frequent values are displayed.

For data items that use the discrete data model, the filter displays all of the distinct values for the data item. To the right of each value, a bar indicates the frequency.

Use the check boxes next to each value to select the values for the filter. You can search for a value in the displayed list by clicking the Find a value button

. Enter a text string in the field. The search locates values from the displayed list that begin with your text string.

Select All to select or deselect all of the values. If the filter displays the top 1,000 most frequent values, then select Include unlisted values to select the unlisted values.

To invert your selection, click the Options

drop-down list, and then select Invert Selection.

You can sort the values by frequency or alphabetically by value. Click the Options

drop-down list, and then select Sort by Frequency or Sort by Values.

To display the selected values at the top of the list, click the Options

drop-down list, and then select Show Selected at Top.

If your data item contains more than 1,000 discrete values, then you can exclude the unlisted values by deselecting Include unlisted values.

If your data item contains missing values, then you can exclude missing values by deselecting Include missing values.

By default, your filter changes are applied automatically to the active visualization. To apply multiple changes together, deselect Auto-Update at the bottom of the Filters tab, and then click Update when you are ready to apply your filter changes.

Filtering Continuous Data

A Visual Filter for a Continuous Data Item

For measures that use the continuous data model, the filter shows the range of data values as a histogram. Sliders at each side of the histogram enable you to select the data that is selected by the filter.

The visual filter can select data by using different filter conditions. By default, the Between (Inclusive) condition is used. To change the condition for your filter, click the Options

drop-down list, and then select Condition Type

type. Select one of the following conditions:

Between (Exclusive)

specifies that a matching value must be in the range between the lower bound and the upper bound. Matching values do not include the bounding values.

Between (Inclusive)

specifies that a matching value must be in the range between the lower bound and the upper bound. Matching values can include the bounding values.

Equal To

specifies that a matching value must be equal to the value specified by the filter.

Greater Than

specifies that a matching value must be greater than the value specified by the filter.

Greater Than or Equal To

specifies that a matching value must be greater than or equal to the value specified by the filter.

Less Than

specifies that a matching value must be less than the value specified by the filter.

Less Than or Equal To

specifies that a matching value must be less than or equal to the value specified by the filter.

Not Between (Exclusive)

specifies that a matching value must be outside the range between the lower bound and the upper bound. Matching values do not include the bounding values.

Not Between (Inclusive)

specifies that a matching value must be outside the range between the lower bound and the upper bound. Matching values can include the bounding values.

Not Equal To

specifies that a matching value must not be equal to the value specified by the filter.

You can specify the values for the filter by using sliders or by entering the values explicitly:

For numeric data, click on a value below the histogram, and then enter a new value in the text field.
For a continuous datetime data item, click , and then select a date or time.

If your data item contains missing values, then you can exclude the missing values by deselecting Include missing values.

To invert your selection, click the Options

drop-down list, and then select Invert Selection.

Edit a Basic Filter By Using the Edit Filter Window

To edit a basic filter by using the Edit Filter window:

Select the Filters tab.
Click the drop-down list for the filter that you want to edit, and then select Edit Filter. The Edit Filter window appears.
Edit the expression for the filter. For more information, see Editing a Filter Expression.

Reset a Basic Filter

To restore a basic filter to its initial state, click the Options

drop-down list for the filter, and then select Reset Filter.

You can reset all of your filters by clicking the Options

drop-down list in the global filters area or the local filters area of the Filters tab, and then selecting Reset All Filters.