To add the required filter element to the dashboard, use corresponding buttons into the Filter section of the Toolbox.
Range Filter
The Range Filter dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis.
The image below shows a sample Range Filter dashboard item that is bound to data.
To bind the Range Filter dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the Binding section of the invoked data item menu.
The table below lists and describes the Range Filter's data sections.
Section | Processed as | Description |
---|---|---|
Values | Measure | Contains data items against which the Y-coordinates of data points are calculated. |
Arguments | Dimension | Contains data items that provide values displayed along the horizontal axis of the Range Filter. Data filtering is performed based on these values. Note that the Custom Periods section in the Options menu allows you to create predefined ranges used to select the required date-time interval. |
Series | Dimension | Contains data items whose values are used to create chart series. |
The Range Filter dashboard item supports various Line, Area and Bar series types.
To switch between series types, click the data item located in the Values section and select the required type from the Type section of the data item menu. To show all available types, click the ellipsis button.
The Range Filter supports the following series types.
- Line
- Stacked Line
- Full-Stacked Line
- Area
- Stacked Area
- Full-Stacked Area
- Bar
- Stacked Bar
- Full-Stacked Bar
The Range Filter dashboard item allows you to add a number of predefined date-time periods that can be used to perform a selection.
To add predefined ranges, open the Range Filter's Options menu and go to the Custom Periods section. Click "+" to add a new period.
You can specify the following settings for the start/end boundaries.
- Caption - Specifies a predefined period caption.
- Start Mode - Specifies a mode of the start boundary.
- End Mode - Specifies a mode of the end boundary.
The following modes used to set predefined ranges are available.
- None - The selection will begin from the start/end of the visible range.
- Fixed - Allows you to select a specific date value using the calendar. Use the Start/End Date option to set a value.
-
Flow - Allows you to select a relative date value. The Interval option specifies the interval between the current date and the required date. The Offset option allows you to set the number of such intervals.
NOTE
Note that the Offset option can accept negative and positive values. Negative values correspond to dates before the current date, while positive values correspond to future dates.
Below you can find some examples of how to set up custom periods:
Fixed custom periods
2018
-
Start Point
- Mode: Fixed
- Start Date: 01/01/2018
-
End Point
- Mode: Fixed
- End Date: 12/31/2018
Q1 2017
-
Start Point
- Mode: Fixed
- Start Date: 01/01/2017
-
End Point
- Mode: Fixed
- End Date: 03/31/2018
Flow custom periods
6 Months
-
Start Point
- Mode: Flow
- Interval: Month
- Offset: -5
-
End Point
- Mode: None
Year to date
-
Start Point
- Mode: Flow
- Interval: Year
- Offset: 0
-
End Point
- Mode: Flow
- Interval: Day
- Offset: 0
Last Month
-
Start Point
- Mode: Flow
- Interval: Month
- Offset: -1
-
End Point
- Mode: Flow
- Interval: Month
- Offset: 0
Combo Box
The Combo Box dashboard item allows you to select a value(s) from the drop-down list.
You can switch the combo box type in the Combo Box's Options menu. The table below demonstrates available Combo Box's types.
Standard | Checked |
---|---|
The Standard type allows you to select only a single value. | The Checked type allows you to select multiple values in the invoked drop-down list. |
By default, the Combo Box's dropdown contains an 'All' item that allows you to select/deselect all items in the Combo Box. To hide this item, turn off the Show 'All' Value option in the Combo Box's Options menu.
List Box
The List Box dashboard item allows you to select a value(s) from the list.
You can switch the list box type in the List Box's Options menu. The table below demonstrates available List Box's types.
Checked | Radio |
---|---|
The Checked type allows you to select multiple values in the list box. | The Radio type allows you to select only a single value in the radio group. |
Tree View
The Tree View dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes.
You can manage the initial expanded state of filter values using the Auto Expand option in the Tree View's Options menu.
Date Filter
The Date Filter dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date.
The Date Filter item displays a set of intervals that can be used as quick filters:
To create a Date Filter item, click the Date Filter item (the icon) in the Toolbox Filter section:
Click the Dimension placeholder in the data section and select the required data source field in the Binding section of the invoked data item menu to bind the Date Filter to data.
For details, see the Binding Dashboard Items to Data topic.
The Date Filter item displays a Date Picker that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range:
You can configure whether to display the Date Picker in the Date Filter item. For this, go to the Date Filter's Options menu, open to the Layout section and specify the Show Date Picker setting.
To specify the date-time value format, use the Format Type option in the Format section of the data item menu, as described in the Formatting Data topic.
To specify a custom string displayed in the Date Picker component, go to the dashboard item Options menu, open the Layout section and fill in the Display Text Pattern text field:
You can include placeholders in a custom string. The {0}
placeholder is the interval's start, the {1}
placeholder is the interval's end.
Quick Filters are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter:
The Select Date Time Period button displayed in the Date Filter caption invokes the drop-down list with quick filters.
To add quick filters, open the Date Filter's Options menu and go to the Custom Periods section. Click "+" to add a new period:
Click the edit icon to invoke the editor's panel and configure a custom period. The following image illustrates how to modify the Month-to-Date custom period:
You can specify the following settings for the start/end boundaries:
- Caption - Specifies a predefined period caption.
- Start Mode - Specifies a mode of the start boundary.
- End Mode - Specifies a mode of the end boundary.
The following modes used to set predefined ranges are available:
- None - The selection will begin from the start/end of the visible range.
- Fixed - Allows you to select a specific date value using the calendar. Use the Start/End Date option to set a value.
- Flow - Allows you to select a relative date value. The Interval option specifies the interval between the current date and the required date. The Offset option allows you to set the number of such intervals.
Note that the Offset option can accept negative and positive values. Negative values correspond to dates before the current date, while positive values correspond to future dates.
Quick filters in the Date Filter item can be arranged horizontally or vertically. The default mode is auto height, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space.
To specify the arrangement mode, go to the dashboard item Options menu, open the Layout section and specify the Arrangement Mode setting: