Adding Filters to Dossier
An intuitive filter panel makes it easy to screen data to see only the information that you need. You can filter data based on the values of any attribute or metric to change your view and better understand your data. Simple checkboxes, sliders, and radio buttons make filters easy to use, and the impact of your selections is instantly visible.
The filter panel limits the data that appears in the visualizations and text on the current chapter. Each chapter in the dossier is represented by an entry in the Contents. Each chapter is a layer of data, with its own filtering criteria. Using chapter and filters allows you to create different views of data, using different visualizations and filters.
To add a filter:
- Open the dossier with the heat map visualization for which you want to add filter.
- Select the heat map visualization.
- From the Datasets panel, drag attributes or metrics to the Filter panel.
Press and hold the Ctrl key to select multiple attributes or metrics.
The selections appear as filters in the Filter panel. Attribute values appear with checkboxes, and metric values appear on a slider, by default. - Click More next to the filter name and choose Display Style to change how the values appear.
To create an attribute filter, select the style for displaying the filter (that is, Slider, Search Box, Radio Buttons, etc.).
To create a metric filter, select Qualification to filter the metric values by comparing them to a specific value. Then, select a comparison operator (that is, Equals, Greater than, etc.) and enter a value in the filter. - Metric filters can also be filtered based on the metric's rank. Click More next to the filter name and choose Qualify on Rank. Then select an operator (that is, Highest, Lowest, etc.) from the slider.
- Check the box beside any filter to apply it. This will update the corresponding data in the visualization.
- Click More next to the filter name and choose Exclude to display data for all values except the selected ones.