Zoomdata Version

Filtering Data

You can create custom filters to easily find and display data within your visualization. These filters can be saved, reused, or shared with others in your environment. Filters are created from the attributes in your data source. There are cases where not all attributes are listed and is generally a result of your privileges to certain items in the data source. For example, if you're located on the West Coast, you may not have access to East Coast Cities attributes.

Attributes can also be limited at the base level of the data source to exclude custom attributes or only show custom attributes. For more information about filters and attributes, see Source Connection Workflow. If some or none of the available attributes for the data source are not displayed, you need to refresh the field at the level of the data source. For more information and steps, see Set the Filter Panel to Display all unique Elements.

You can do the following with filters:

If the Filters pane is not displaying all of the attributes, you need to refresh the field at the data source to display all elements within the dataset. For steps, see Set the Filter Panel to Display all elements for Selected Attributes.

To create a new filter

In this example, you want to search for purchases ( product category) made by male customers in Los Angeles.

  1. From the left rail menu, select Filters.
  2. From the list of available attributes, select User City. The next page of the pane is displayed.

  1. Select Include.
  2. Find and select Los Angeles from the list of available attributes.

  1. Select Apply. Your filter is now displayed under Active Filters for your visualization.
  2. Next, you need to add a filter to see the product purchases made by men. To get started, select Add New Filter.
  3. Select the User Gender attribute from the list.
  4. On the next page, select Male, then select Apply.
  5. From your chart, select Group and then select Product Category from the list.

Filters are not saved automatically. To save your filter, select Save. If you want to share you filter, check the box labeled Share this Filter Set with my colleagues. This shares the filter with other users when they view dashboards created using that same source.

To edit a saved filter

You can edit the filters that you have saved, as well as the filters shared with you by other users. 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 following example. 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. From the left rail menu, select Filters.
  2. Select the Saved Filters tab.
  1. Select the saved Male Users/Los Angeles filter.
  2. Select Add New Filter and from the available attributes, select Actual Sales.
  1. If you use metrics as a filter, you can set the range of items that you want to view or select a comparison operator.
  1. Click Apply . The filters are combined and applied. The chart updates showing the results.


  1. Select Save to make your changes permanent.

To filter on a dashboard

On dashboards, you can apply filters to each chart in your dashboard or apply a filter across entire dashboard. For one filter to be applied across the dashboard, all the charts must be created from the same data source. If your charts are created from different data sources, then you must apply a different filter to each chart.

To configure time and filters

While creating a new filter, you can add time attributes and control those filters from the time bar. This allows you to add the dimension of time to narrow down your data even further. You can also set a filter directly from the time bar but be aware that if you currently have filters applied in the Filters menu, the filters you set from the time bar may be overridden.

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 returns no data. This is because the time filters that you set and the filters in the time bar are mutually exclusive. As a result, the intersection of the two time filters provides the results that are displayed on the chart which may mean there is no data to display.

When you select a Time attribute, you can set the time range for it that you want to be displayed on a chart. To set a time range for your filter, do the following: 

  1. In the Filters menu, select an attribute from Time.
  2. In the Filter by Range section, specify a date and time for From and To.

With From and To dates you can:

  1. Select the time from the calendar.
  2. Set a dynamic time.


  • 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).
  • To use a predefined time period, expand the Time Presets section and select the required item.

For available time presets, see the table below:

Preset type Start date End date
CURRENT
Max Available Range Min time value in the data set known to Zoomdata Max time value in the data set known to Zoomdata
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)

Was this topic helpful?