Filtering data on a dashboard

By default, dashboard scenes display all data from the samples that the layers in this scene are based on. When working with dashboards, you can apply additional filtering. For example, hide part of the data temporarily without changing the original data sample.

You can filter data from the sample by the following parameters:

• by territories: through geofilters

• by data attributes:

  • through charts in widgets by clicking the columns or slices in the charts
  • through the slicers by applying filters to multiple layers or attributes at once in a single widget

• by date and time: through the Timeline widget

Important

When you filter data on a dashboard, samples in the layers remain the same. Only the number of objects on the scene changes: on the map, in the legend, and in all widgets (except for the text widget).

If you need to modify the data sample, use the Modifying data sample instruction.

Filtering through geofilters

You can apply geofilters to display data only for the required territories on the dashboard scene (on the map, in the legend, and in other widgets) without modifying the original sample.

1. Go to the Dashboards tab.

2. Open the required dashboard.

3. Open a scene using the arrows and . If there is only one scene in the dashboard, it opens automatically when you open the dashboard.

4. To change territories for data displaying, use one of the following ways:

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

     

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

     

As a result, only data for the selected territory is left on the map and in the widgets.

An example of a scene before applying the geofilter:

After applying the geofilter:

Filtering through widgets

You can click one or multiple chart components (columns, bars, or slices) to display only the data of your interest on the dashboard scene (on the map, in the legend, and in other widgets) without modifying the original sample.

Filtering is available for the following widget types:

• Bar chart
• Column chart
• Histogram
• Pie chart

You can apply filtering to both one layer and multiple layers, if the samples are created from one dataset.

Filtering for one layer

An example of filtering through a widget for one layer on the dashboard scene created during the Quick start:

1. Go to the Dashboards tab.

2. Open the required dashboard. To simplify the view, hide the Demand for pastry shops layer. All the data from the original sample of the Pastry shops with a rating of 3 and above layer are displayed on the scene.

   

3. In the Rating widget that is previously created for the Pastry shops with a rating of 3 and above layer, click the 4-5 rating range (second bar on the chart). As a result:

   • The pastry shops only with a rating between 4 and 5 are left on the map.
   • Data in other widgets created from the same layer is updated. The Number of reviews and the Legend widgets display the data for pastry shops only with a rating between 4 and 5.
   • In the layers list, icon appears next to the layers with the applied filter.

   

   The filter is not applied to widgets created from other layers.

4. To delete the filter, click icon on the corresponding widget or click the selected chart component (bar).

Filtering for multiple layers

If the dashboard scene contains multiple layers created from the same dataset, you can apply a filter to all of them at the same time.

An example of filtering through a widget for multiple layers on the dashboard scene created during the Quick start:

1. Go to the Dashboards tab.

2. Open the required dashboard.

3. Create a new layer from the same dataset as the Pastry shops with a rating of 3 and above layer. For example, a layer with hotels in Dubai downtown:

   1. Create a layer from the Firms dataset.
   2. In the Geofilter settings dialog, select Burj Khalifa/Downtown Dubai and click Done.
   3. On the Filters tab, click Select categories. Then select Tourism / Leisure → Hotels and click Apply.

   Now two layers with firms are displayed on the dashboard scene.

   

4. In the previously created Rating widget, click the 4-5 rating range (second bar on the chart).

   By default, the filter is applied only to the Pastry shops with a rating of 3 and above layer, which it was created from.

   

5. In the widget, open the drop-down list next to icon and select Apply to all layers.

   

   As a result:

   • The pastry shops and hotels only with a rating between 4 and 5 are left on the map.
   • Data in other widgets created from layers of the same dataset is updated. The Number of reviews and the Legend widgets display the data for pastry shops and hotels only with a rating between 4 and 5.
   • In the layers list, icon appears next to the layers with the applied filter.

   

   The filter is not applied to the layers created from other datasets because the set of attributes is different.

6. To apply the filter only to the source layer, open the drop-down list next to icon and select Source layer only.

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 rating ranges (4 and 5) in the Number of reviews widget, only the pastry shops that meet any of these conditions (with 4 or 5 reviews) are left on the map and 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) are left on the map and in other widgets.

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

  

Filtering through slicers

You can use the Slice Filter widget to display only the data of your interest on the dashboard scene (on the map, in the legend, and in other widgets) without modifying the original sample. If you change the values for a filter applied in the Slice Filter widget in the original data sample, the filter in the scene will be reset.

You can apply additional filters to multiple layers and data attributes at once. Filtering is applied separately for each layer.

Only attribute values specified in the original sample are available in the slicer filter. For example, the Status filter includes the values Constructed, Under construction, and Under repairing. When creating or modifying a data sample, you applied the filter and selected the values Constructed and Under construction. Using the Slice Filter widget, you can filter buildings by these two values only. For example, apply the Constructed slicer to display only constructed buildings.

Important

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. In the Slice Filter widget, values such as Cash payment, Online payment, and others may appear for this filter. It may occur if one organization supports multiple payment methods.

An example of filtering through slicers on the dashboard scene created during the Quick start:

1. Go to the Dashboards tab.

2. Open the required dashboard. To simplify the view, hide the Demand for pastry shops layer. All the data from the original sample of the Pastry shops with a rating of 3 and above layer are displayed on the scene.

   

3. Click icon in the lower-left corner.

4. Click Add filter.

5. Select additional filters for the Pastry shops with a rating of 3 and above layer. For example, select the Number of reviews filter and set a 1-20 range. As a result:

   • The pastry shops only with a number of reviews between 1 and 20 are left on the map.
   • Data in other widgets created from the same layer is updated. The Rating and the Legend widgets display the data for pastry shops only with a number of reviews between 1 and 20.
   • In the layers list, icon appears next to the layer with the applied filter.

   

   The filter is not applied to widgets created from other layers.

6. To reset the 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 required filter in the list.

Filtering through a timeline

If you uploaded a data file that contains an attribute of the Date type, you can filter the data from the sample by this attribute using the Timeline widget. The dashboard scene displays data for the selected time 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.