Filtering Data in Optimized Design Mode

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Optimized Filter Options

Page Filters

Note
All Filtering options feature in this Lesson are possible in both Optimized Design and Classic Design modes.

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.

You can also use linked filters, with advanced filter options.

Note

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

Prompts

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 requires variables to be set, a prompt will appear when you create the first chart or table that uses the datasource. After the variables are set, the information you provide will be used by all tables and charts that use the same datasource.

Input Controls

As you create your story, you may want certain information to be readily accessible, but not always displayed. Input controls allow you to do just this. They allow users to filter data, compare figures, and explore relationships directly from a story page.

You can use the following input controls:

  • Dimension Input Controls: Use the dimension input control to change the dimension that is represented on a chart or table at view time.
  • Measure Input Controls: Use the measure input control to change the measure that is represented on a chart or table at view time.

Watch this video to learn how to create Input Controls.

Chart to Chart Filtering

In chart-to-chart filtering, you have the option to add new tabs and set filters to jump from one page to another. 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", you will also have an option to enable the cascading filter. Selecting this option will pass your selected cell as a filter value to the detailed report.

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 below illustrates an example where advanced filters have been used to return United States data for all years and overseas data only for 2018.

You can apply advanced filters by creating dimension tuples. A dimension tuple consists of a condition which contains a number of dimension filters. If the dimension members are different, the result will create an asymmetrical filter.

Currently, advanced filtering can be used with Story and Page filters.

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 options for a specific filter or input control.

Optimized Design Filtering

Task Flow

In this exercise, you will perform the following activities:

  • Create a new story
  • Use story and page filters
  • Set up chart-to-chart filtering
  • Use the time series chart with measure input controls
  • Use advanced filtering
  • Use cascaded filtering

Save progress to your learning plan by logging in or creating an account