Concepts → Filter Option

About a Filter Option

Filter options are a set of predefined filters you add to a dashboard. End users can choose from these filter options at the dashboard runtime. One filter option can be the default one that is automatically applied when loading the dashboard. The end user has to choose one filter to apply. Filter options, as with other dashboard filters, apply to all insights on the dashboard.

Filter options allow end users to view the same dashboard with different filters. Instead of applying runtime filters or applied filters and creating bookmarks, filter options are there for the user to choose from.

Valid References in a Filter Option

When creating a filter option, you can use either a formula or a column (whether data-backed column or formula column), and accordingly, you can reference different objects in the filter option as follows:

Filter using Filter Expression Filter Expression Session Variable Specific Values Internal Session Variable External Session Variable Global Session Variable
Formula
Dynamic Formula
Physical_Schema.Table.Column
Physical_Schema.Incorta_Table.Column
Physical_Schema.Materialized_View.Column
Business_Schema.View.Column
Business_Schema.Incorta_View.Column
Note

The join relationship between physical schema tables determines the behavior of filters applied to dashboards. For example, when filtering by a column in a parent table, this filter automatically applies to all the dashboard insights related to this table’s child tables. On the contrary, using a column in a child table for filtering a dashboard does not affect the insights related to parent tables.
This same behavior applies to referencing a physical schema table in a filter option.

Filter Option Properties

The following are the general properties of a filter option.

Property Description Comments
Name Enter the name of the filter option as it will appear on the Filter Options list
Default Enable this option to set the current filter option as default If you create only one filter option, it will be the default even if you haven’t enabled this option.
Filter Drag the column or add a new formula to use for the filter option
Formula Define the properties of the formula used as a filter option Available only if you use a New Formula for the filter option
Column Define the properties of the column as a filter option Available only if you use a column for the filter option

Formula filter option properties

The following are the properties of a formula filter option.

Property Control Description Comments
Name text box Enter a name for the new formula
Dynamic toggle Enable this option to select a filter expression session variable instead of creating a filter expression
Value drop down list Select the filter expression session variable Visible only when Dynamic is enabled
Formula text box When selected, it invokes the Formula Builder to create the filter expression Visible only when Dynamic is disabled
Edit Operator/Value(s) button Click to determine the filter operator and values Visible only when Dynamic is disabled

Column filter option properties

The following are the properties of a column filter option.

Property Control Description Comments
Column name label Displays the fully-qualified name of the column you dragged
Name text box Enter a display name for the column Not displayed to end users
Edit Operator/Value(s) button Click to determine the filter operator and values You can reference an internal session variable, external session variable, or global variable for the values.

View Access Rights

In order to reference a column or variable in a dashboard filter option, you must have View access privileges to the grandparent object (schema or business schema) or the variable.

Apply a Filter Option

After creating filter options, the Dashboard page shows the Filter Options icon (padlock) next to the dashboard name. Select the icon to view a list of the filter options defined for this dashboard. Select a filter option to apply to all insights on the dashboard, if applicable.


© Incorta, Inc. All Rights Reserved.