Custom View Filter

Applying a Custom View Filter

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.

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

  • Click the Card Filter icon.

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.

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

  • 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.

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.