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.
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.

Create an Advanced Filter

To create an advanced filter:
  1. Click 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.
  2. Specify a Filter name. The filter name identifies the advanced filter on the Filters tab.
  3. Build the expression for your filter by dragging and dropping data items, conditions, and operators onto the expression.
    For information about the conditions and operators that are available, see Conditions for Filters and Operators for Data Expressions.
    You can also build your expression as text by using the Text tab. See Editing a Data Expression in Text Mode.
  4. Click OK to apply the filter.

Edit an Advanced Filter

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

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, click 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 the Remove Filter button beside the filter on the Filters tab, or click theOptions drop-down list on the filter menu, and then select Delete Filter.
You can delete all of your filters by clicking 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.