Creating and Editing Dashboard Filters with the New User Interface
  • 31 May 2022
  • 10 Minutes to read
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Creating and Editing Dashboard Filters with the New User Interface

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This article explains how to create dashboard filters using the new user interface. The new filters offer additional filtering capabilities, allowing viewers to answer more business questions, and simplify the filtering experience for viewers.  

Important:
New filters introduce an entirely new user interface. Once the new filters (OFF by default) are enabled, existing custom add-ons (relying on the current filter user interface) may stop working. 
  • Verify that you do not have such add-ons before enabling
  • Sisense certified add-ons (supported by Sisense) will not break. 
  • If enabling the filters causes add-ons to break, perform a rollback by going to the base configuration page (where the feature is enabled), and disabling the feature.
  • Once rollback is performed, you retrieve the previous UI and your old add-ons return to normal.

Filtering options include:

Setting Date Filters

There are various options for setting a date filter for your dashboards. Click on each of the options below to learn how to set date filters.

Set a filter to include specific time period/s

Use this filter to select a single or multiple specific periods from a closed list. For example: "Year = 2020", "Month = February 2021", "Quarter = Q3 2019 + Q4 2019", etc.

To set a filter by including specific time periods:

  1. You can set the list to be single-select. By default, it will be multi-select. See Setting List Filters as Single-Select or Multi-Select.
  2. Select the period granularity (Year, Month, etc.), and then select the specific periods from the list (e.g. “January 2021, Q4 2020, etc.):
    • If Allow multiselect for lists is enabled, you can select all options in the second list or clear all selections. Otherwise, select a single option.
    • Dates are listed chronological and descending. After selection, the selected options move to the top of the list
    • Dates available for selection are dates that belong to the dataset. The list is updated dynamically to include new dates added to the dataset
    • Weeks are based on the system's "First day of the week" Admin setting. For example, if first day of the week is set to "Monday", then selecting "This week" from the filter will return all data from Monday of the current week (e.g. week 32) till today
    • If the Admin setting for Fiscal year is turned on, then Fiscal year is supported and relevant periods in the list display the fiscal year tag (Years, Quarters, Weeks):
    • Results are retrieved based on the fiscal year: for example, if my fiscal year starts in April, and I select "Q1 2020", then it should retrieve results from April 1 2020 - June 30 2020.
    • You cannot exclude any dates in this filter type. Use the Is not option for this. See Setting a Filter to Exclude exact time periods.
Set a dynamic time frame (relative to today)

Use this filter to select ANY possible number of defined time periods to get data and answers to any timeframe that's relevant for your needs. For example, I want to be able to select "Last 13 months", "Last 5 days", "Next 3 months" or any other combination. The time period can be in the past, or in the future.

Add to this filter the option to include the current period, if required. For example: "Past 7 days including/excluding TODAY", "Past 2 weeks including/excluding THIS WEEK".)

  1. In the Filter window, select the third radio button, and from the dropdown list, make your selection as required.
  2. Select the amount and time period you want to include. If you select This, then you can only select the time period.
  3. Select Including current to include the current period:
    • This includes the current period (This week/month etc.)
    • Default setting is OFF
Set a date range ("From - To")

You can filter by 3 types of date ranges:

  1. If you have specific start and end dates (for example: "Show all flights between March 13 2020 to March 17 2020") ? selecting a start date and an end date from the calendar
  2. If you know the start date, but don’t want to limit the end date (for example, "Show all contracts signed as of Jan 1st 2020") ? select a start ("From") date from the calendar, and select the "Latest date" option as the end date.
  3. When you know the end date, but don't want to limit the start date (for example, "Show all contracts that were signed anytime up to Dec 31 2020") ? select the “Earliest date” option as the start date ("From"), and select the desired end date from the calendar.
    • Use the Today option as a shortcut to set Today’s date. However, note that Today is not a dynamic setting (it enters today’s date, but then that date remains selected, and does not change as days go by.
    • Dates available for selection are dates that belong to the dataset. The list is updated dynamically to include new dates added to the dataset. Dates for which there is no available data appear grayed out.
Set a filter to exclude exact time periods

Use this filter to exclude a single or multiple specific period/s. For example, "Show me all sales except for December 2021".

  • In the Filter window, select the fifth radio button, select the condition Is Not and then select the period/s from the dropdown lists.
Set a date filter that is dependent on a measure value (Top/Bottom ranking)

Use this filter to set a date filter that is dependent on a value of a certain measure, to ask questions such as "Show the Top/Bottom 10 months in terms of Total Cost".

  1. On the fifth radio button in the filter window, select the condition (Top or Bottom).
  2. Select the number and type of time periods (e.g. 10 months).
  3. In the Ranked by field, select the measure to be used for ranking (e.g. Total Sales, Number of students, etc.).
Set a dynamic time frame relative to any date

Use this filter to set a time frame that is relative to a date that may not be Today, but rather some other date, or a moving date, such as our latest date, to ask questions such as "show all sales for the last 3 days in which we had sales".

  1. In the Filter window, select the fifth radio button and select the condition Is Within.
  2. Select the time frame; period, before/after, date.
  3. If you do not want to limit the start date or the end date, select Earliest date or Latest date from the calendar.
Set a filter to include or exclude a recurring hour of day

Use this filter to select an hour or part of an hour, not on any specific date, to answer questions such as "How many calls do we get between 2-3 am?" or "How many customers do we have during the morning hours vs. afternoon hours?”.


Setting Text Filters

Text filters let you filter according to text matching. Text filters are case insensitive for all data sources by default.

There are various options for setting a text filter for your dashboards. Click on each of the options below to learn how to set text filters.

Set a filter to include specific value/s

Use this filter to select a specific known value or multiple values to view, for example, "Condition = New + Refurbished".

  • You can set the list to be a single-select list (the default is multi-select). Your viewers see the list as you have set it. See Setting List Filters as Single-Select or Multi-Select.
  • Searching for a value:
    • If Allow multiselect for lists is enabled, you can select all options in the second list or clear all selections. Otherwise, select a single option.
  • When the list is filtered by search, Select all applies to the filtered list - only items that appear will be selected.
  • Search is not case-sensitive.
  • You cannot exclude any values from this list. Use the Is not option for this.
Filter by a text condition

Use this filter to find values by certain textual characteristics. For example, "All products starting with ''iphone”, ''All products containing "chair".
Note: This is for use with a single condition. Multiple conditions are not currently supported.

Set a filter that is dependent on a measure value (Top/Bottom ranking)

Use this to filter a textual field, depending on the value of a certain measure, to answer questions such as "Show the Top/Bottom 10 countries in terms of Total sales".

  1. On the third radio button in the filter window, select the condition (Top or Bottom).
  2. Select the number of items you want to retrieve from the textual field (e.g. 10 countries).
  3. In the Ranked by field, select the measure that will be used for ranking (e.g. Total sales).

Setting Numeric Filters

Numeric filters let you limit your dashboards to specific value ranges. For example:

  • Keep only sales above 100$.
  • Keep only product IDs between 1000020 and 1000030.

There are various options for setting a numeric filter for your dashboards. Click on each of the options below to learn how to set numeric filters.

Set a filter to include specific value/s

Use this filter to select a specific known value or multiple values from a numeric field: for example: "Quantity = 1 and 2 and 3”.

  • You can set the list to be a single-select list (the default is multi-select). Your viewers will see the list as you had set it. See Setting List Filters as Single-Select or Multi-Select.
  • Searching for a value - you can search the list of numeric values to narrow it down. When the list is filtered by search, Select all applies only to the items that appear in the filtered list (items that match the search criteria).
  • You cannot exclude any values from this list. Use the Is not option for this. See Set a filter to exclude specific value/s.
Filter by a number range

You can filter numeric values by a range (“between”), for example, "All products whose price is between 1.99 and 20".

Filter by a numeric condition

You can filter numeric values by specific characteristics. For example: "All customers whose age is over 15", "All products whose price is between 1.99 and 20".
Note: This is for use with a single condition. Multiple conditions are not currently supported.

Set a filter that is dependent on a measure value (Top/Bottom ranking)

Use this to filter a numeric field, depending on the value of a certain measure, to answer questions such as "what were the Top/Bottom 10 versions in terms of Total number of bugs".

  1. On the fourth radio button in the filter window, select the condition (Top or Bottom)
  2. Select the number of items you want to retrieve from the numeric field (e.g. 10 ID numbers)
  3. In the Ranked by field, select the measure that will be used for ranking (e.g. Total number of bugs .).
Set a filter to exclude specific value/s

Use this filter to exclude a single or multiple value/s, for example, "Show me all IDs that are not 3144 and 3145”.

  • In the Filter window, on the fourth radio button, select Is Not and then select the values/s you wish to exclude from the dropdown list.

Customizing the filter query via a code (JSON) editor

You can view and edit the filter query via a code (JSON) editor if you need to create a specific advanced query.

To edit the filter query via a code (JSON) editor:

  1. Select Custom to access the JSON editor and view the code representation of the filter that is currently set (e.g. previously set in the UI).
  2. Edit the parameters via the JSON editor.
    custom.png
  3. Click Test to preview the results that would return based on your query, and make sure they are what you had in mind.

Your viewers cannot access the Custom option and modify the query via the editor. However, they can select any other filter from the regular filters that are offered.

Setting List Filters as Single-Select or Multi-Select

Some date and text filters allow for multi-select from lists of options. You can choose to set the selection method in these lists of values to Single-select to provide a more limited and controlled selection experience for your viewers. This means viewers see the lists as you have set them, with a single option only for selection. By default, list filters are set to multi-select. 

Filters for which single/multi-selection apply include:

  • Filter by including specific time period/s
  • Filter by including specific text value/s
  • Filter by including specific numeric value/s

To toggle between single and multi-select:

  • Toggle the Allow multiselect for lists on and off.

Saving a Filter

You can save a filter as a favorite so that you can quickly add a new filter with the same field type, or update the filter with different parameters from the ones defined in the original filter. 

To save a filter:

  • Click the Star button in the filter window, give the filter a name and click Save. The Star button is marked in black and the filter is added to the list in the drop-down.
    savefilter.png

You can also rename and remove a saved filter.

To remove or rename a filter:

  1. Click the Star button and select the filter from the drop-down list.
  2. Once the filter parameters display in the Filter window, click the Star button to remove the filter.
  3. To rename the filter, select it, make a change to the parameters, and click the Star button to save again.

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