Managing Your Filters
Set the Scope of a 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 exploration that use the
selected data source).
To set the scope of
a filter, click the 
drop-down list for the filter on the Filters tab,
and then select Filter on data-source to make it a global filter or Filter on Visualization to
make it a local filter.
drop-down list for the filter on the Filters tab,
and then select Filter on data-source to make it a global filter or Filter on Visualization to
make it a 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 that use the selected data source.
Note: If local filters exist in
your other visualizations for the same data item, then changing a
local filter to a global filter replaces those local filters. A confirmation
window enables you to continue or cancel.
Collapse or Expand a Filter
To collapse (minimize) or expand (restore) a filter, click the filter name on the Filters tab.
To collapse all of the filters in an area, click the drop-down list in the global filters area or in the local filters area on the Filters tab, and
then select Collapse All Filters.
drop-down list in the global filters area or in the local filters area on the Filters tab, and
then select Collapse All Filters.
To expand all of the
filters in an area, click the drop-down list in the global filters area or in the local filters area on the Filters tab, and
then select Expand All Filters.
drop-down list in the global filters area or in the local filters area on the Filters tab, and
then select Expand All Filters.
Arrange Filters
To arrange the filters
in an area of the Filters tab, click the drop-down list in the global filters area or in the local filters area and then select
Arrange Filters.
drop-down list in the global filters area or in the local filters area and then select
Arrange Filters.
In the Arrange Filters window, you can change the order of your filters.
Delete a Filter
To delete a filter,
click 
beside the filter on the Filters tab,
or click the drop-down list for the specific filter, and then select Delete Filter.
beside the filter on the Filters tab,
or click the drop-down list for the specific filter, and then select Delete Filter.
You can delete all of
the filters in an area by clicking the drop-down list in the global filters area or in the local filters area on the Filters tab, and
then selecting Delete All Filters.
drop-down list in the global filters area or in the local filters area on the Filters tab, and
then selecting Delete All Filters.
Note: If you delete a global filter,
then the filter is removed from all of the visualizations that use
the selected data source.
Resize the Global Filters and Local Filters Areas
To resize the global
filters and local filters areas of the Filters tab,
drag the resizing tab 
between the two areas.
between the two areas.
Copy a Local Filter to Another Visualization
For a local filter, you can copy your filter to any visualization that uses the same
data source.
To copy your filter,
click the drop-down list for the filter on the Filters tab,
and then select Copy Filter to
visualization-name.
drop-down list for the filter on the Filters tab,
and then select Copy Filter tovisualization-name.
Copy All Local Filters from the Current Visualization to Another Visualization
For local filters, you can copy all of your filters to any visualization that uses
the same data source.
To copy your filters,
click the drop-down list for the local filters (Visualization)
area of the Filters tab, and then select Copy All Filters tovisualization-name.
drop-down list for the local filters (Visualization)
area of the Filters tab, and then select Copy All Filters tovisualization-name.
Copy a Local Filter to New Visualization
For a local filter, you can copy your filter to new blank visualization.
To copy your filter,
click the drop-down list for the filter on the Filters tab,
and then select Copy Filter toNew Visualization to copy your filter to a new blank visualization.
drop-down list for the filter on the Filters tab,
and then select Copy Filter toNew Visualization to copy your filter to a new blank visualization.
Link a Global Filter to Another Data Source
You can create a single filter that affects multiple data sources by linking a global
filter from one data source to another.
To create a linked
global filter, follow these steps:
-
Create a global, basic filter or select an existing global, basic filter. See Create a Basic Filter.Note: You cannot link an advanced filter to another data source.
-
Click the drop-down list for the filter on the Filters tab,
and then select Link Filter todata-source. The Link Filters window
appears.
Note: If the target data source has a different locale from your current data source, then a message appears. A linked filter between data sources that use different encodings might cause query errors.
-
Specify the New filter name, and select the Target data item.The values for the original data item and the target data item are displayed. For discrete data items, an asterisk marks any values that are identical between the two data items.
-
Click OK to create the linked filter. The linked filter appears in the global filters area of each visualization that uses any of the linked data sources.
Note: You can link a linked filter
to additional data sources to filter all of the linked data sources
at once.
Copyright © SAS Institute Inc. All Rights Reserved.
Last updated: January 8, 2019