Create Filter

This section explains the process of creating interactive filters.

To create interactive filters, click on the filter icon . This will open up the Interactive filter configuration screen.

Filter Configuration

The following configurations can be set for an interactive filter

• Show User Filter - If enabled, this will display the quick filter or the filter list to the end users.

• Select Datasets - One or more datasets can be chosen here. The fields from the selected datasets will be displayed, and filters can only be created using fields from these selected datasets or contexts.

• Field Selection - The necessary fields can be selected for users to apply filters on.

• Filter Options - Filters can be set up for user interaction in two different ways.

  • Quick Filter - Filters that users frequently need can be added to "Quick Filters." Quick filters are always displayed at the top of the dashboard for easy user access.

  • Filters List - If there are numerous filters that are used less frequently, they can be grouped under a filter list. End users can access the filter list by clicking the filter icon located in the middle-right section of the dashboard. Clicking the icon displays a list of all configured filters.

By default, all selected fields are initially added to the "Filter List." The required columns or fields can then be moved from the "Filter List" to the "Quick Filters" section as needed.

• Filter Field Configuration -

  • Label - The label serves as the name by which a filter can be easily identified, such as the "Booked Orders" filter. To assign a meaningful label, double-click on the Label field to open it in an edit box, enter the desired name, and then either click outside the box or press Enter to save the changes.

  • Order - Filters can be rearranged by dragging the handle and moving the fields up or down. They are displayed in the order they are placed, from top to bottom.

  • Filter type - Allows a user to choose the display options

    • Single Input - Allows users to manually enter a text value.

    • Range Input - This option is available only for filters configured on numeric or date columns. It enables users to specify a start and end range for filtering data.

    • Range Slider - This option is available only for filters configured on numeric or date columns. It enables users to set the start and end range using a slider.

    • Single Select - Allows users to choose only one value from a dropdown list at a time. This option is available only for filters configured on text columns.

    • Multi Select - Allows users to choose multiple values from a dropdown list. This option is available only for filters configured on text columns

  • Delete - The delete button becomes visible when the cursor hovers over the field. It can be used to remove a field from the quick filters or the filter list.

• Apply - Once applied, the filters are saved.

End User Filter Configuration