Table of Contents generated with DocToc

• Dashboard Filters
  • Workflow
  • Configuration
  • Filter Fields
  • Filter Types
    • String
    • Number
    • Date
  • Title
  • Display Title
  • Customize Title
  • In-Canvas Filters
  • String Filters
    • Display Mode
    • Multiple Selection
    • Single Selection
    • Arrangement
    • Auto Wrap
    • Spacing
    • Unselected
    • Selected
  • Number Filters
    • Display Mode
    • Range - Slider
    • Range - Input
    • Comparison
  • Date Filters
    • Display Mode
    • Time Range
    • By Year/By Quarter/By Month/By Time Period
  • Move to Sidebar
  • Copy
  • Apply Theme Style
  • Global Settings
    • Ordering
    • Cascading Filter
  • Settings
    • Filter Other Dataset Fields
  • Delete
  • Sidebar Filters
  • Global Settings
  • Collapse/Expand
  • Move to Canvas
  • Settings
    • Show Filter Tags After Publishing
    • Visible After Publishing
    • Filter Other Dataset Fields
  • Delete

Dashboard Filters

Filters, like charts, are elements of the dashboard. Once added, they are saved. The selection state within the filters is persistent, and each update of the filter overwrites the previous content and gets saved.

Workflow

1. Click the Add Filter button, the system will create a new empty filter in the dashboard layout.

2. In Data Source, select the application, which can be the current application or an application from the dataset market.

3. Choose a dataset at the Data section.

4. Drag a field from the Fields list into the Filter area of the Configuration.

5. Like charts, drag the filter to adjust its position and size.

6. To move the filter to the sidebar, click Move to Sidebar in the filter's three-dot menu.

7. Adjust the order and filtering levels of the filters in Global Settings.

Configuration

Click a filter, and the filter configuration pane will open on the left panel. In Configuration, you can drag in filter fields and select Filter Types.

Filter Fields

Any field from the dataset can be dragged into the Filter.

Filter Types

Different types of fields have different Filter Types.

String

String filter types include: Multiple Selection and Single Selection.

Number

Filter types for numeric fields include: Range and Comparison.

Date

The Filter Types for date filters include: Time Range, By Year, By Quarter, By Month, By Time Period.

Title

Display Title

Select Display Title to show the title within the filter. If unselected, the title will not be displayed.

Customize Title

By default, Customize Title is unselected, and the filter's title will be auto-generated based on the name of the dragged in field.

Select Customize Title to manually enter a title for the filter.

In-Canvas Filters

String Filters

Display Mode

Switch to the Style tab to configure the Display Mode; details below.

Styles that can be configured under various display modes include: Auto Wrap, Arrangement, Spacing, Unselected, and Selected.

Multiple Selection

For the filter type Multiple Selection, there are four display modes: Dropdown Default, Tiled Default, Tiled Card, Tiled Label.

Single Selection

For the filter type Single Selection, there are six display modes: Dropdown Default, Tiled Default, Tiled Card, Tiled Label, Tiled Tabs 1, Tiled Tabs 2.

The additional display modes Tiled Tabs 1 and Tiled Tabs 2 can function as tab switches.

Arrangement

In the display modes Tiled Tabs 1 and Tiled Tabs 2, you can configure the Arrangement.

The arrangement can be Horizontal or Vertical. In Vertical mode, you can configure the direction to be Left or Right.

Auto Wrap

Activate Auto Wrap, and the effect is as shown; the scroll list transitions from horizontal to vertical.

Spacing

Configure the spacing between each option.

Unselected

You can set the style for unselected cards/labels, which includes:

• Size: Width and height of the card/label
• Font: Font, font color, size
• Alignment: Left, Center, Right
• Background color
• Border: Which border (top, bottom, left, right), border line (solid, long dash, short dash), line thickness
• Border Radius: Radius size specified in px; the greater the px, the larger the curve.

Selected

The settings for Selected are exactly the same as Unselected.

Number Filters

Display Mode

When selecting the Range filter type, there are two display modes: Slider and Input.

When choosing the Comparison filter type, there's only one presentation method: Default, as shown by the "Number - Comparison" filter in the picture.

Range - Slider

Styles that can be configured include: Input box and Slider bar.

Range - Input

Configurable styles include: Input box.

Comparison

Configurable styles include: Unselected, Selected, and Input box.

Date Filters

Display Mode

Time Range

When the filter type is a time range, there are two display modes: Date Picker and Dropdown Default.

Configurable styles include: Picker Box.

By Year/By Quarter/By Month/By Time Period

When selecting these filter types, the display mode is actually the same as the single selection of text fields, featuring: Dropdown Default, Tiled Default, Tiled Card, Tiled Label, Tiled Tabs 1, Tiled Tabs 2.

The configurable styles are also the same as text filters.

Move to Sidebar

Move an in-canvas filter to the sidebar. After moving to the sidebar, the filter's style will be completely cleared.

Copy

Copy a completely identical filter within the canvas.

Apply Theme Style

Apply the dashboard theme style to the filter.

Global Settings

Click the Global Settings menu to pop up the Global Settings dialog box, where you can sort filter fields and set filter levels for linked filtering.

Ordering

Sort by dragging, and when dragging, it will also move all the child nodes beneath that filter.

For example, in the following figure, when moving the filter "month" below the filter "id", it also moves the child nodes "pubdate" and the child nodes of "pubdate", "stars".

Cascading Filter

Click on the chain icon, the filter will indent backwards, becoming a child node of the previous one, and the child filter's value range will dynamically link with the parent node's selected value.

Click on the chain again to cancel the indentation.

When multiple filters are added to a dashboard, changing the filter conditions in one filter will also update the value range of the filters involved in the linkage in real-time.

As shown below: The filter prime_genre currently selects the value "Western". Set global settings, making zh_name a child node of prime_genre. After clicking OK, the selectable values for zh_name filter are only those where "prime_genre" is "Western".

Please note:

1. The value range of the child field will be filtered step by step with the ancestor field.
2. Parallel fields do not interfere with each other.
3. Changes in the selected value or range of the child field will not affect the ancestor field.

Settings

Select Settings from the popup menu to open the filter's Filter Function Settings window.

Filter Other Dataset Fields

Check Filter Other Dataset Fields, and a list of datasets and their corresponding field selection dropdowns will appear below in the window. Select the dataset and its field, and the current filter's range will apply to the selected field.

For example, when the source dataset selects filtering data from the year 2020, it will also filter data from other dataset corresponding fields from 2020.

Delete

The current filter is deleted, and the previously applied filter conditions are cleared.

Sidebar Filters

Global Settings

Same as the Global Settings for the in-canvas filters.

Collapse/Expand

Collapse the sidebar filter. Once collapsed, it can be expanded by clicking.

Move to Canvas

As shown above, click the inverted triangle icon on the right side of the filter to pop up the filter's menu. At the top, the filter type is displayed, which varies with the field type, followed by the menu items:

• Move to Canvas
• Settings
• Delete

Move to Canvas will move the sidebar filter to the canvas for layout settings.

Settings

Select Settings from the popup menu, the Filter Function Settings window pops up:

In this window, you can see the name of the current filter and the dataset and filtering field of the filtering object.

In this window, you can set:

Show Filter Tags After Publishing

Check Show Filter Tags After Publishing, and after the current application is published, the filter conditions of this filter will be displayed in the top left corner of the dashboard in the application market.

Uncheck Show Filter Tags After Publishing, and after the current application is published, the filter conditions of this filter will not be displayed in the application market.

Visible After Publishing

Check Visible After Publishing, and after the current application is published, the filter will be displayed in the dashboard in the application market.

Uncheck Visible After Publishing, and after the current application is published, the filter will be effective in the application market but will not be displayed.

Filter Other Dataset Fields

Check Filter Other Dataset Fields, and a list of datasets and their corresponding field selection dropdowns appears below in the window. Select the dataset and its fields, and the current filter's range will apply to the selected fields.

Delete

The current filter is deleted, and the previously applied filter conditions are cleared.