Filtering Data in Optimized Design Mode

After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Filter data in optimized design mode

Story and Page Filters

Use story and page filters to narrow the scope of your analysis. Story filters allow you to apply filters for all charts in a story that are based on the same model. They are used for specific dimensions or measures and can apply to all components of a story. Page filters are the same as story filters, but apply to only one page in a story.


Page and story filters are enabled only after you have added at least one data source to your story.

Widget Filters

While defining a widget in the Builder pane, you can pre-filter the data that the widget displays in the Filter area.


A data source for a chart or table may prompt you to select members before data can be displayed. If the data source you select to create a chart or table has prompts or variables to be set, a prompt will appear when you create the first chart or table that uses the data source. After the responses to the prompts/variables are set, the information you provide will be used by all tables and charts that use the same data source.

Use Story and Page Filters

Business scenario

You have created story and now you need to customize the story by adding filters to the story to allow for easier data presentation.

Task flow

In this practice exercise, you will perform the following tasks:

  • Add filters to a story
  • Insert and configure input controls to your story
  • Add and configure a dynamic text filter

Input Controls

As you create your story, you may want certain information to be readily accessible to users. Input controls allow you to do just this. They allow users to filter data, compare figures, and explore relationships directly from a story page in View mode.

Watch this video to learn how to create Input Controls.

Filter by Hyperlinks

In filtering by hyperlinks, you have the option to add new tabs and to set filters to jump from one page to another, to a different story, or to an external website. For example, as shown in the figure Chart Component Hyperlink Filter, you can set a filter to jump to a detailed report for West US from a summary report.

If you select Apply Selected dimension as filter, your selected cell is passed as a filter value to the Link to specifications.

In order for the hyperlink to act as a filter, you must check the box Apply selected dimension as a filter. If you do not, the hyperlink is a standard hyperlink that simply navigates to the point you define.

Create a Filter Using Hyperlinks

Business scenario

You have created story and you would like to create a chart-to-chart filter, where you insert a hyperlink on the second page of the story that will take the user to the first page of the story to view filtered data.

Task flow

In this practice exercise, you will perform the following tasks:

  • Add a hyperlink chart add-on to a story from the builder pane
  • Configure the hyperlink to use selected dimensions as a filter
  • Use chart-to-chart filtering to filter data using the hyperlink

Time Series Chart Filter Options

The Time Series chart has a built-in time filtering mechanism allowing users to change the time frame display in the chart.

In your Time Series chart, you can show the absolute value of a measure for any given data point, or you can show the relative percentage difference over time.

In addition, the relative difference can calculated from the first visible data point to all other visible data points. When the time frame is adjusted (moved, shrunk, or stretched), the relative differences are updated.

Use the Time Series Chart with Measure Input Controls

Business scenario

You need to create a time series chart with information for gross margin, product count, and sales revenue. You want to add and configure a measure input control so that the story viewer can select the measure that they would like to display in the chart.

Task flow

In this practice exercise, you will perform the following tasks:

  • Create and configure a times series chart
  • Add and configure a measure input control
  • Use the styling pane to format the times series chart

Advanced Filters

Advanced filtering allows you to create story and page filters based on multiple dimensions by defining a set of logical conditions.

The dimensions used in advanced filtering can be filtered by using AND or OR conditions. These conditions can be set to include or exclude the data that satisfies the filter conditions.

The figure Advanced Filtering Example illustrates advanced filters defined to return United States data for all years and overseas data only for 2018.

Apply Advanced Filters

Business scenario

You have created a story and need to apply filters to show USA data for all years but only 2017 data for overseas.

Task flow

In this practice exercise, you will perform the following tasks:

  • Add an advanced filter to a story
  • Set the advanced filter conditions by entity and date

Linked Analysis

Linked Analysis is similar to filtering by hyperlinking in that you can use one widget to filter others. The primary difference is that this functionality filters only the story where Linked Analysis is defined. In other words, you cannot link to another story or external web site.

Watch this video to learn about the linked analysis options.


Linked Analysis is available when working on multiple widgets and a single model. Linked analysis can also be used for widgets from different models as long as the models are blended. Blending is covered in an upcoming lesson.

Use Linked Analysis to Filter Data

Business scenario

You have created a story containing a chart for sales revenue by product category, one for gross margin by product, and a table containing gross margin by region.

You want to be able to filter in one chart or table and have the other filter to the same information.

Task flow

In this practice exercise, you will perform the following tasks:

  • Set up a linked analysis for a chart to filter by product category
  • Set up a linked analysis for a table to filter on data point selections

Cascading Filters

Changes you make to a story or page filter affect related filters in the same story or page. For example, if you have both Country and Region filters on a page, and you change the Country filter value from All to Sweden, the Region filter updates to show only regions within Sweden. All other region names are hidden.

This cascading filter effect is applied by default. You can turn it off in the More Actions options for a specific filter or input control.

Use Cascaded Filtering

Business scenario

You need to create table and filter data by region and location. You decide to use input controls so that you can view data quickly by using the cascaded filtering functionality..

Task flow

In this practice exercise, you will perform the following tasks:

  • Create a new page, add a table and configure it by adding input controls and setting the data source
  • Add input controls and configure them to filter on region and location
  • Use the cascaded filtering functionality

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