Custom View Filter

Check out the walk-through on Custom View Filter to understand the functionality.

Applying a Custom Filter

The user can access this view-specific filter option from the chart properties provided on the storyboard when the view is saved.

Applying a Custom View Filter

  • Create a View by the drag and drop of the desired dimension and measure options on the Design page (By default, the Mixed chart gets selected to display the selected data).

  • Open the Properties tab.

  • Select the View Filter option using the Properties panel (In this case, the filter condition is Source).

  • Click the Save option to save the View to report.

  • Access the View from the storyboard.

  • Click the Card Filter icon.

  • The selected View Filter option appears in the Card View context menu (In this case, it is 'Source').

  • Use the given check boxes to select various sources from the available list of the Source .

  • Click the Apply icon.

  • The concerned View gets customized as per the selected filter condition on the Storyboard.

  • The Filters Applied icon gets added to the concerned View.

the View gets customised based on the applied View Filter

  • Click the Filters Applied icon.

  • A context window opens with the details of the applied View Filters options.

Editing the Customised View

  • Click the Edit option for the same view from the Storyboard.

Accessing Edit option for the View with Applied View Filter

  • The view opens in the Design Workspace, the View Filter (Custom Filter) condition does not remain effective on the View when it opens in the design mode.

The View opens in the Design Workspace

Please Note: The View Filter choice cannot be used for the Scatter Plot chart, KPI Tile, KPI Comparative Tile, Matrix Summary visualization charting options.​

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