Widget filters

In the Visualizer, you can add filters at the widget level to refine the data displayed in your visualizations.

Why use widget filters?

• Focus: Display only the data relevant to your analysis.
• Flexibility: Apply different filters to different widgets for customized views.
• Interactivity: Allow users to explore data dynamically by adjusting filter criteria.

TIP

Use a combination of filters to drill down into your data and uncover deeper insights.

Types of widget filters

Widget filters can be applied to three main types of columns:

• Dimension (Text Column)
  • Description: Categorical or textual columns (e.g., Payment Type, Country).
  • How it works:
    • The filter appears as a list of available options.
    • You can include (In) or exclude (Not In) specific values.
  • Example:
    • Filter by "Payment Type" to show only "Credit Card" and "Cash".

• Metric (Numeric Column)
  • Description: Columns containing numerical data (e.g., Sales Amount, Quantity).
  • Available filter operations:
    • Greater than
    • Less than
    • Between
    • Equal to
    • Not equal to
  • Example:
    • Show only records where "Total Sales" is greater than 1,000.

• Date column
  • Description: Columns containing date or time values.
  • Available filter options:
    • Custom date range: Manually select start and end dates on the calendar.
    • Rolling date ranges: Predefined options like Today, This Week, Last Month, Year to Date, etc.
    • Dynamic date ranges: Last N days/weeks/months/quarters/years, Next N days/weeks/months, etc.
    • Time buckets: Filter by Month of Year, Day of Week, Quarter of Year, Week of Year, etc.
  • Example:
    • Show data for "Last 30 Days" or "This Quarter".

How to add a widget filter?

1. On the left-hand panel, hover over any column. A filter icon will appear beside the column name.

   

2. Click the filter icon to open filter options for that column.

   

3. Configure the filter as needed; the filter will apply only to the current widget.