Custom View Filter

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

The user can access this view-specific filter option from the chart properties provided on the final screen of report 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 using the Design canvas (By default, the Mixed chart gets selected to display the selected data).

  • Open the Chart Properties tab.

  • Navigate to the View Filter field.

  • Select a filter condition using the drop-down menu (In this case, the filter condition is Source).

  • Click the Save option to save the View.

  • Access the View with the set View Filter from the final screen of the report.

  • Click the Card Filter icon.

  • The selected View Filter option appears in the Card Filter 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.

  • Click the Filters Applied icon.

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

Editing the Customised View

  • Select a View with Custom View Filter from the final screen of the report.

  • Click the ellipsis icon.

  • Click Edit option for the same View from the selected Report.

  • 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.

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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