Filter Relationship
  • 21 Jul 2022
  • 5 Minutes to read
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Filter Relationship

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Note:

Available with the Analytical Engine only.

Dashboard designers can create and manage complex analytical cases independently, without the need to create custom columns in the model by building relationships between the dashboard filters.
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Note:

This is currently for dashboard designers only.

Guidelines

  • The feature applies to relationships between dashboard filters only
  • Widget filters interaction:
    • If the widget filter is defined over a field for which there is also a dashboard filter, the widget filter setting currently overrides the dashboard filter setting; this behavior will persist.
      guidelines_1.png
    • If the widget filter is defined over a field for which there is no dashboard filter, the relationship for a widget filter with the filter relationship statement is defined as a default AND; this is the same as the current behavior.
      guidelines_2.png
  • The maximum number of levels for nested statement blocks using parenthesis is three. This is the default value. There can be multiple nested blocks within a statement, each reaching the max depth of three.
    threelevelnesting.png
  • The filter relationship statement is part of the assets included in the import/export of the dashboard. You cannot import a dashboard with an incorrect statement.

Filter Blocks in the Filter Relationship Statement

Filter blocks are a textual representation of the dashboard filter in the editor view composed of the currently applied filter relationship statement. The name assigned to the block can include the data source name assigned by the designer when first created.

  • Use the Datasource toggle in the left pane of the filter relationship editor to show the data source name.
Note:

The filter block behavior detailed in this section is also true for dependent filter blocks.

  • Open the Filter Relationship editor from the Filter Panel to view the statement.

openeditor.png

When you first open the statement, the order of the blocks reflects the panel order. You can change the order at any time. This does not affect the order of filters in the filter panel.

Here's What You Can Do

ActionExample

Add a new dashboard filter from the Filter panel

When you add a new dashboard filter in the Filter panel, it is automatically added to the filter relationship statement with an “and” operator between the new filter and the existing set of filters. This is the default behavior. The filter can be edited later



  1. In your dashboard, in the Filter panel, add a filter.
  2. Click and select Filter Relationship Editor to view the new filter block in the Filter Relationship Statement.
Edit the filter relationship at any point, through the filter relationship editor, using intuitive drag & drop and selection boxes. You can edit the relationship between existing dashboard filters to change the query result:
  • Change the order of blocks in statement
  • Change the operators used between blocks
  • Add parenthesis to change the logical order of the statement implementation.
Note: There is a limitation of 3 depth levels per statement blocks hierarchy. There can be multiple hierarchies with depth <=3 per statement. This is unlimited, however performance is expected to be affected by more complex statements.
  1. Open the Filter Relationship editor.
  2. Make changes to the Filter Relationship Statement as follows:
    1. Change the operators between existing dashboard filters. Available values are: AND, OR
    2. Add parentheses. There is a limit to the allowed number of statement blocks that are nested using parentheses. See Limitations for more information.
    3. Rearrange filter blocks into different positions with drag and drop. When repositioning a filter block, a new default “AND” operator is created, and the old redundant operator is removed.

Use multiple data sources

If multiple data sources are used, the filter statement includes all filters from all data sources. The relationship between the different data sources is the default “AND”, which cannot be changed. 

See Creating Dashboard Filters and Managing Dashboards on how to select a data source for the filter.


Remove a dashboard filter directly from the filter relationship editor.
Any dashboard filter removed from the filter panel is also removed from the Filter Relationship Statement, and vice-versa.
To remove a filter block from inside the filter relationship statement
  1. Open the filter Relationship Editor.
  2. Hover over the filter and click . A confirmation message displays indicating that the filter will be removed from the statement and from the filter panel.
  3. In the Filter Relationship Editor, click Apply to apply and save the changes. 
See Applying Changes.
View related errors and follow up to mitigate
Disable a filter block
When you disable a dashboard filter in the filter panel, it is disabled in the filter relationship statement as well, together with its adjacent operator (defined by logical rules). The filter can be reactivated at any time through the panel (as today). While disabled, the filter block can be moved around to be relocated in the statement, however it’ll not affect it. When reactivated, the filter will maintain the statement position set while it was disabled.
View the filter relationship statement 
You can see the currently applied filter relationship statement inside the dashboard filter panel through the indicator and tooltip.
  • Hover over the AND/OR Formula applied indicator to view the filter statement tooltip.
  • Click AND/OR Formula applied  to open the Filter Relationship Editor.
  • If you disable the filter, the statement does not appear when you hover over AND/OR Formula applied, and the filter is disabled in the Filter Relationship Editor.
Note: The filter relationship indicator and the tooltip can be embedded using Sisense.js. Embedding does not apply to the Filter Relationship Editor.
See Embedding Dashboards and Widgets.
Set and restore default filters
The filter relationship statement you create can be set as your default filter. 
  • Create your statement and set it as your default filter.
  • If you make a change to the statement, click Restore my default filters to restore the default filter statement.
See Saving your default filter view for more information.
View filter values in Filter Relationship Editor
  • Toggle on Values to see the filter values

Applying Changes

You can only apply changes when there are no active errors for the statement. The statement is parsed continuously so if there is an error, a message displays showing what needs fixing.
applyingchanges.png

Limitations

  • The feature is supported only when the Analytical Engine is defined as the main translation strategy and the provider (per dataset) is supported by the New Analytical Engine.
    • Currently Redshift, Snowflake, and BigQuery
  • Select All filters
    • Currently filters with a “select all” definition are ignored in the query.
      Note:
      • Given that: Filter 1 is defined as “select all”
      • Behavior is: Filter 1 or Filter 2 = Filter 2
  • Top Ranked filters are not currently supported (error is provided).
  • Background filters - If you set a background filter as part of an OR statement, filtered members / values of the background filter may appear as results matching the OR operator.


Creating Dashboard Filters


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