Zoomdata Version

Filters

Zoomdata enables you to create custom filters to easily find required information. You can save the filters to reuse them later or share with other users.

Filters Pane

Using the Filters pane, you can either add a new filter or select and apply a previously saved filter. By default, the pane lists the active filters, if there are any.

To add a new filter or use with the shared filters, click Add New Filter .

The Add Filters pane comprises the following elements:

  1. New Filter —contains the list of attributes, time attributes, and metrics that you can use to create a new filter.
  2. Saved Filters —previously created and saved filters are listed in this tab (see Figure 1).


Figure 1

Adding a Filter Value Not in the Attribute List

The Filters pane lists all the attributes from your data source. However, for either security or organizational reasons, the Zoomdata administrator may limit a user's access to specific items in an attribute (for example, a user may not be able to access any West Coast cities in the 'Cities' attribute because they work on the East Coast). As a result, you may not be able to select certain attribute items. In such situations, you have the ability to manually add those items (see Figure 2).


Figure 2

Limiting the available attribute items from appearing in the Filter pane is handled via the Only Allow Custom Values option (see Figure 3). When this function is selected from the data source settings page, the items for such attribute will not be listed (for details about this option, refer to the Source Connection Workflow article).

The access settings configured by the admin may influence the availability of the attribute items in the filter.


Figure 3

Creating a new filter

The steps below walk through setting up a filter using the following scenario: you are searching for purchases (that is, product category) made by male customers in Los Angeles.

  1. Click the Filters icon.
  2. In the list of available attributes, select the User City attribute.
    The next page of the Filters pane is displayed (see Figure 4).


Figure 4

  1. Select Include .
  2. Use the Search box to quickly find the value.
    For example, enter Los Angeles , and if it appears in the list, select it (see Figure 5).

    If Los Angeles does not appear in the list, you will have to manually add the attribute items that you want to select. Refer to the Adding a Filter Value Not in the Attribute List section to learn more.


Figure 5

  1. Click Apply . The filter is displayed under Active Filters .
  2. Click Add New Filter . Select the User Gender attribute from the list. On the next page of the Filters pane, select Male . Click Apply .
  3. On the chart, click Group and select Product Category from the list (see Figure 6).


Figure 6

When the chart updates, you can view the applied filters in the title area of the screen (see Figure 7).


Figure 7

Filters are not saved automatically. That means, if you have not saved the filter, it will not be available if you navigate away from the chart canvas. All the filters you have created are listed under the Active Filters section.

Configuring the time filter

While creating a new filter, you may want to add time attribute. Under the New Filter tab are listed all the attributes grouped by their type (for example, integer, money, time, and so on) (see Figure 8).

Figure 8

Select the required time attribute from the Time section.

When you select a Time attribute, you can set the time range for it that you want to be displayed on a chart.

To specify custom time range, in the Filter by Range section specify From and To date and time (see Figure 9).

Figure 9

With From and To dates you can:

  1. Select the time from the calendar.
  2. Set a dynamic time (see Figure 10).


Figure 10

Using the calendar, you can set day, month, or year as a start or end date.

If you choose to set month (or year) as a start date, on your chart the data is visualized starting from 12:00:00.000 AM of the first day of the selected month (or year).
If you choose to set month (or year) as an end date, on your chart the data is visualized till 11:59:59.999 PM of the last day of the selected month (or year) (see Figure 11).


Figure 11

To use a predefined time period, expand the Time Presets section and select the required item (see Figure 12).


Figure 12

Available time presets are described in the table below:

Preset type Start date End date
CURRENT
All Available Data Min time value in the data set Max time value in the data set
Current Year First day of the current year (01/01/2015 12:00:00 AM) Last day of the current year (12/31/2015 11:59:59 PM)
Current Year-to-Date First day of the current year (01/01/2015 12:00:00 AM) Current day/time
Current Quarter First day of the current quarter (07/01/2015 12:00:00 AM) Last day of the current quarter (09/30/2015 11:59:59 PM)
Current Quarter-to-Date First day of the current quarter (07/01/2015 12:00:00 AM) Current day/time
Current Month First day of the current month (08/01/2015 12:00:00 AM) Last day of the current month (08/31/2015 11:59:59 PM)
Current Month-to-Date First day of the current month (08/01/2015 12:00:00 AM) Current day/time
Current Week Sunday of the week with current day (Sun, 08/16/2015 12:00:00 AM) Saturday of the week with current day (08/22/2015 11:59:59 PM)
Current Week-to-Date Sunday of the week with current day (Sun, 08/16/2015 12:00:00 AM) Current day/time
Today Start of the current day (08/20/2015 12:00:00 AM) Current day/time
Current Hour Beginning of the current hour Current time
ROLLING
Rolling 365 days 365 days before current date/time (08/202014 1:00:00 PM) Current day/time
Rolling 90 days 90 days before current date/time (05/22/2015 1:00:00 PM) Current day/time
Rolling 30 days 30 days before current date/time (07/21/2015 1:00:00 PM) Current day/time
Rolling 7 days 7 days before current date/time (08/13/2015 1:00:00 PM) Current day/time
Rolling 24 hours 24 hours before current date/time (08/19/2015 1:00:00 PM) Current day/time
Rolling hour 60 minutes before current date/time (08/20/2015 12:00:00 PM) Current day/time (08/20/2015 1:00:00 PM)
HISTORIC
Previous Year First day of the previous year (01/01/2014 12:00:00 AM) Last day of the previous year (12/31/2014 11:59:59 PM)
Previous Year-to-Date First day of the previous year (01/01/2014 12:00:00 AM) Same date and time last year (08/20/2014 1:00 PM)
Previous Quarter First day of the previous quarter (04/01/2015 12:00:00 AM) Last day of the previous quarter (06/30/2015 11:59:59 PM)
Previous Quarter-to-Date First day of the previous quarter (04/01/2015 12:00:00 AM) Same date and time last quarter (07/20/2015 1:00:00 PM) or last day of corresponding month last quarter
(if, for example, today is 07/20/2015 1:00:00 PM, the end date will be 06/30/2015 11:59:59 PM)
Previous Month First day of the previous month (07/01/2015 12:00:00 AM) Last day of the previous month (07/31/2015 11:59:59 PM)
Previous Month-to-Date First day of the previous month (07/01/2015 12:00:00 AM) Same date and time last month (07/20/2015 1:00:00 PM) or last day of previous month
( if, for example, today is 07/31/2015 1:00:00 PM, the end date will be 06/30/2015 11:59:59 PM )
Previous Week Sunday of the previous week (08/09/2015 12:00:00 AM) Saturday of previous the week (08/15/2015 11:59:59 PM)
Previous Week-to-Date Sunday of the previous week (08/09/2015 12:00:00 AM) 7 days before current day (08/132015 1:00:00 PM)
Yesterday Beginning of the previous day (08/19/2015 12:00:00 AM) End of the previous day (08/19/2015 11:59:59 PM)
Previous Hour Beginning of the previous hour (Aug 20 2015 12:00:00 PM) End of the previous hour (Aug 20 2015 12:59:59 PM)
Refer to the article Date and Time Formats Supported by Zoomdata .
The filters that you create and the actions you set with the time bar influence the visualized data on your chart. Depending on those settings and how they interact, it is possible that the result will be no data to show in the chart. This is because the time filters that you set in the Filters control and the Time Bar are mutually exclusive. As a result, the intersection of the two time filters will provide the result that is displayed on the chart. And the intersection may result in no data to be displayed.

SAVE AND SHARE THE FILTER SET

  1. Click Save in the Active Filters section (see Figure 13).


Figure 13

  1. In the Save Filter Set dialog box, specify the name for the filter set.
  2. To share the filter set, select the Share this Filter Set with my colleagues checkbox. Click Save Filter Set .

USING THE SAVED FILTERS

You can use the filters that you have added and saved, as well as the filters shared with you by other users. All the saved filters are listed under the Saved Filters tab on the Filters pane.

When adding a new filter, you can also use the saved filters to be combined with the selected attributes or metrics that you want to filter by. Consider the example below.

You need to view on your chart the amount of actual sales for male customers in Los Angeles . To do this, perform the following steps.

  1. Click the Filters item on the left rail menu.
  2. On the Filters pane, click the Saved Filters tab (see Figure 14).

Figure 14

  1. Select the saved Male Users/Los Angeles filter.
  2. Click Add New Filter and the New Filter tab select Actual Sales (see Figure 15).

Figure 15

  1. If you use metrics as a filter, you can (1) set the range of items that you want to view or (2) select a comparison operator (see Figure 16 ).

Figure 16

Click Apply . The filters are combined and applied. The chart updates showing the results (see Figure 17).

Figure 17

  1. Remember to Save your filter!