Filters in Analytical Designer

Contents:

Filters overview

To refine the data your insight shows, you can add various filters to your insights.

  • Filter the whole insight by attributes and date.
    See the sections below.

  • Filter individual measures in the insight by attributes.
    More info in Create Insights.

  • Filter individual measures in the insight by date
    For more information, see Filter Measures by Date.

  • Filter the whole insight by measure values.
    for more information, see Filter Insights by Measure Values.

KPI Dashboards do not override attribute filters from insights. For details about interactions of date filters, see Filter Measures by Date and Date Filters in KPI Dashboards.

Add filters for the whole insight

To filter your insight, you must add attributes or date to the filter bar. You have two options:

  • Drag and drop attributes or date from Data Catalog to the filter bar.
    Analytical Designer enables the filter automatically.
  • Add attributes or date to the insight (other than the Measure(s) section) and enable it in the filter bar dropdown menu.
    Then refine your data.
  • Select any measure from the insight in the filter bar dropdown menu.
    Then refine your data.

Refine filters

  1. Click the filter name in the filter bar.
  2. For attributes, select options to display or hide.
    For dates, select the period to be filtered.
    For measures, specify the filter. For details, see Filter Insights by Measure Values.
  3. Click Apply.

If you add the attribute to filter the insight first and then you add unrelated measures or attributes to the Measure(s) section, the attribute stays in the insight but does not filter the data. Analytical Designer displays an informative message.

See also Why do some items disappear from Data Catalog? in Analytical Designer - Frequently Asked Questions.

Disable filter for the whole insight

To disable a filter, drag the filter from the filter bar and drop in to the Data Catalog, or unselect it in the filter bar dropdown menu.

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