Filtering data on a dashboard

By default, a dashboard scene displays all data from the samples that the layers in the scene are based on. You can apply additional filtering while working with the dashboard to temporarily hide part of the data without changing the original sample. You can filter data:

• by territories: via geofilters

• by data attributes:

  • via widgets by clicking chart components
  • via slices by selecting multiple filters for different layers

• by date and time: via the Timeline widget

When you filter data on a dashboard, samples in layers remain unchanged. Only the number of objects on the scene updates: on the map, in the Legend widget, and in other widgets (except the text widget). To change a data sample, see the Modifying data sample instruction.

Filtering via geofilters

To show data only for specific territories on the dashboard scene, apply geofilters:

1. Go to the Dashboards tab and open a dashboard.

2. Open a scene using the arrows and . If there is only one scene in the dashboard, it opens automatically.

3. Select territories using one of the methods:

   • In the upper-right corner of the scene, click the names of territories which data you need to hide:

     

   • Click Geofilters and specify territories in the Geofilter settings dialog. To hide a filter by territory, click icon next to the geofilter name. To delete a geofilter, click icon next to its name. To delete all geofilters, click Clear filters:

     

As a result, only data for the selected territories will remain on the scene:

• A scene example before applying a geofilter:

  

• A scene example after applying a geofilter:

  

Filtering via widgets

To filter data by attribute values, click chart components (bars, columns, or sectors) or legend elements in widgets.

You can apply filtering in one layer or in multiple layers at once. You can also select multiple values and widgets simultaneously: for more details, see the Combining filter conditions section.

Filtering is available via the following widgets:

• bar chart
• column chart
• histogram
• pie chart

Important

If you apply filtering via slices to a layer, filtering via widgets in that layer will be reset.

Filtering in one layer

When filtering data in one layer:

• Data is filtered only in that layer: on the map, in the Legend, and in other widgets from that layer.
• Other layers and widgets from other layers do not change.
• The widget with an applied filter shows icon.
• In the layer list, the layer with an applied filter shows icon.

Filtering example

The scene shows all data of the Pastry shops layer:

To show only pastry shops with a rating from 4 to 5, in the Rating widget created from the Pastry shops layer, click the 4-5 rating range (bar on the chart).

As a result, data is filtered by the Rating attribute. Pastry shops only with a rating from 4 to 5 remain:

• on the map
• in the Rating and Number of reviews widgets created from the Pastry shops layer
• in the Legend widget

To delete the filter, click icon in the widget or click the selected chart component.

Filtering in multiple layers

You can apply a filter to multiple layers on the dashboard scene at once. The filter applies:

• To layers created from the same dataset.
• To layers created from other datasets if those datasets contain the selected global attribute. For example, built-in datasets Dynamics of organizations, Demand, and Firms contain the global attribute Category.

From the same dataset

When filtering data in multiple layers from the same dataset:

• Data is filtered only in layers from that dataset: on the map, in the Legend, and in other widgets from those layers.
• Layers created from other datasets and widgets from these layers do not change (unless a global attribute is selected).
• The widget with an applied filter shows icon.
• In the layer list, layers with an applied filter show icon.

Filtering example

The scene shows all data of two layers Hotels and Pastry shops from the Firms dataset:

To show only pastry shops and hotels with a rating from 4 to 5:

1. In the Rating of pastry shops widget created from the Pastry shops layer, click the 4-5 rating range (bar on the chart). By default, the filter applies only to this layer:

   

2. In the Rating of pastry shops widget, open the drop-down list next to icon and select To all layers. The list will show all layers to which the filter will be applied:

   

As a result, the filter Rating is applied to both layers, because they are created from the same dataset. Only pastry shops and hotels with a rating from 4 to 5 remain:

• on the map
• in the Rating of pastry shops and Number of reviews widgets created from the Pastry shops layer
• in the Rating of hotels widget created from the Hotels layers
• in the Legend widget

To apply a filter only to the source layer, open the drop-down list next to icon in the widget and select Source layer only. To delete the filter, select Reset filter or click the selected chart component.

By global attributes

When filtering data in multiple layers with global attributes:

• Data is filtered only in layers from datasets that contain the global attribute: on the map, in the Legend, and in other widgets from those layers.
• Layers created from datasets without the global attribute and widgets from these layers do not change.
• The widget with an applied filter shows icon.
• In the layer list, layers with an applied filter show icon.

Filtering example

The scene shows all data of the Demand for places layer from the Demand dataset and the Places layer from the Firms dataset. These datasets contain the global attribute Categories:

To show only pastry shops in both layers:

1. In the Demand widget created from the Demand for places layer, click the Pastry shops value (bar on the chart). By default, the filter applies only to this layer:

   

2. In the Demand widget, open the drop-down list next to icon and select To all layers. The list will show all layers to which the filter will be applied:

   

As a result, the filter Categories with the Pastry shops value is applied to both layers, because it is their common global attribute. Only pastry shops remain:

• on the map
• in the Rating of places and Number of reviews widgets created from the Places layer
• in the Demand widget created from the Demand for places layer
• in the Legend widget

To apply a filter only to the source layer, open the drop-down list next to icon in the widget and select Source layer only. To delete the filter, select Reset filter or click the selected chart component.

Combining filtering conditions

• You can select more than one chart component. In this case, filtering conditions are combined by the logical OR operator. For example, if you select two ranges of number of reviews (4 and 5) in the Number of reviews widget, only the pastry shops that meet any of these conditions (with 4 or 5 reviews) will remain on the map in other widgets.

  

• You can filter data through multiple widgets at the same time. In this case, filtering conditions are combined by the logical AND operator. For example, if you select 4 reviews in the Number of reviews widget and the ≥5 rating range in the Rating widget, only the pastry shops that meet both of these conditions (with 4 reviews and ≥5 rating) will remain on the map and in other widgets.

  If the widgets belong to different layers, see details in the Filtering in multiple layers section.

  

Filtering via slices

To filter data by attribute values, use the Slice Filter widget.

Main features

• In the slice filter, only attribute values from the original sample are available. For example, the Status filter has values Constructed, Under construction, and Under repairing. When creating or modifying the data sample, you applied a filter and selected the Constructed and Under construction values. Using the widget, you can filter buildings only by these two values. For example, apply the Constructed slice to keep only constructed buildings.

• Slices may contain filter values that were not specified when you created the layer or edited the sample. For example, you selected only one value Card payment for the Payment methods filter in the original sample of the layer. If one organization supports multiple payment methods, the Slice Filter widget may show Cash payment, Online payment, and other values for this filter.

• In the slice filter, you can search by layer and attribute names.

• When filtering via slices:

  • Data is filtered only in the layer to which the filter applies: on the map, in the Legend, and in other widgets from that layer.
  • Other layers and widgets from other layers do not change.

• In the layer list, the layer with an applied filter shows icon.

Important

If you change filter values in the original sample of a layer to which slices are applied, the filter on the scene will be reset. If you apply filtering via slices, filtering via widgets in that layer also will be reset.

Filtering example

The scene shows all data of the Pastry shops layer:

To show only pastry shops with up to 15 employees:

1. Click in the bottom-left corner of the scene.

2. Click Add filter.

3. Select the Number of employees filter, and set the value up to 15:

   

As a result, data is filtered by the Number of employees attribute. Pastry shops only with up to 15 employees remain:

• on the map
• in the Rating and Number of reviews widgets created from the Pastry shops layer
• in the Legend widget

To reset a filter, open the Slice Filter widget and click icon next to the filter name. To delete the filter, click icon next to its name and select Delete or clear the checkbox for the filter in the list.

Filtering via the timeline

If you uploaded a data file that contains an attribute of the Date type, you can filter sample data by this attribute using the Timeline widget. The dashboard scene will display data for the selected period. For more details, see the Timeline instruction.

What's next?

• Quick start.
• Get to know how to work with Data visualization.
• Get to know more about Layers, Dashboards, Scenes, and Widgets.
• Get to know Analytics scenarios.