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Using Group Filters

You can use group filters to filter visualizations result set on metrics and saved calculations Currently, only filtering on previously (saved) created calculations is available. If you wanted to create a new calculation to apply on your dataset, you would need to do this beforehand.

The following chart styles do not support group filters:

  • KPI chart style
  • Histogram chart style
  • Map Markers chart style
  • Raw Data Table

If you are working within a dashboard, the Global filters for the dashboard does not display group filters, even if group filters are available for certain charts within the canvas.

Remember that when working with multiple filters, row level filters are applied and queried first. Group filters are then applied on the aggregated result sets.

To create a group filter

In this example, you want to find product sales greater than $200,000 for the last quarter within the greater Los Angeles area. This assumes that you have already applied the row level filter for Los Angeles city.

  1. From the left rail menu, select Filters.
  2. Select Add New Filter.
  3. Under New Filter, select Group. By default, the aggregation function is set to Sum. You can select other values from the drop-down list.

  4. From the list of available numbers, select Sales.
  5. Select the Operator tab. This allows you to input a threshold value, rather than a value range.By default, the aggregation function is set to Sum. You can select other values from the drop-down list.

  6. Select the greater-than operator, then enter 200000 in to the value field.
  7. Select Apply.
  8. Once the visualization updates, select Group and then select Product Category. This displays all sales of products totally over $200,000.
  9. Remember to save your filter.

To filter on calculations

In this example, you want to find product purchases made by males within certain areas of Los Angeles, while also comparing their income levels. Specifically, sales that average more than $100,000. This assumes that you have already applied the row level filter for Los Angeles city.

Since you do not have a calculation made for sales, one needs to be created. You need to average the sales of your data source in order to find the differences in income levels.

  1. In the canvas, select the metrics picker and then select New under Formula.
  2. Under the Function Library, select AVG.
  3. Under Attributes & Metrics, select Sales.
  4. Select Run Calculation to see a preview of the results.
  5. Name your calculation and select Save.
  6. Close the calculation window and return to the chart canvas.

Now that you have created and successfully saved the calculation you want to use, you can apply the calculation from the Filter toolbar.

  1. From the left rail menu, select Filters.
  2. Ensure that the row level filter for males in Los Angeles is applied.
  3. Select Add New Filter.
  4. From the list of available attributes, select Zipcode.
  5. Choose the zip codes you want to include in your results. For example, all of the 900 zip codes or 90211, 90305, and 90701.
  6. Select Apply.
  7. Once your visualization has updated, you can add your group filter for averaging sales within that area.
  8. Select Add New Filter.
  9. From New Filters option, select Group.
  10. Select your saved calculation from the list of available calculations for use.
  11. Select the Operator tab and then select the greater-than operator.
  12. In the value field, enter 100000 and then select Apply. In the Filters bar, you can see all the filters you have applied thus far.

  13. On the chart canvas, select Group and ensure Product Category is selected for an attribute.
  14. To view the differences in average sales for products, simply filter on different income brackets. For example, apply a filter for incomes between $50000 to $75000.

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