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Applying Wild Card Filters to a Chart or Dashboard

Wild card filters are row-level filters you can use to filter the data on your dashboard charts. Wild card filters allow you to filter and analyze the data in a chart that matches specific combinations of character patterns.

When working with multiple filter types on the same chart, row-level filters (including wild card filters) are applied first to a chart, keyset filters are applied second, and group filters are applied last on the aggregated result set.

To apply a wild card filter to a chart or dashboard:

  1. Click the filter icon () on the chart or dashboard. The dashboard-level filter icon is available only when all the charts are from the same data source.

    The Filters sidebar appears.

  2. Click . Three tabs appear allowing you to select a row-level filter, a group filter, or a saved filter.

  3. Select the Row tab. If you are using a KPI, raw data, histogram, or map markers chart, the Group tab is not available because all filters on these charts are row-level filters.

    The Saved tab shows saved filters that you can apply to a dashboard or chart. See Maintaining Saved Filters.
  4. On the Row tab, select the filter attribute you want to use from the list of available attributes. A second page with three tabs appears in the Filters sidebar.

    • The Value tab allows you to select a filter value for the attribute. See Applying a Row-Level Filter to a Chart or Dashboard for instructions on using a regular row-level filter.
    • The Wildcard tab allows you to specify a wild card filter for the attribute. Continue following the steps in these instructions.
    • The Keyset tab allows you to select a key set filter for the attribute. See Using Keysets for instructions on using key sets in a filter.
  5. Select the Wildcard tab to create a row-level wild card filter.

  6. Select an operator from the drop-down menu for the Operator box on the Wildcard tab.

    Operator Data is included in the chart...
    Contains When the data in the filter attribute you selected contains the wild card string you will specify in the next step.
    Does Not Contain When the data in the filter attribute you selected does not contain the wild card string you will specify in the next step.
    Begins With When the data in the filter attribute you selected begins with the wild card string you will specify in the next step.
    Does Not Begin With When the data in the filter attribute you selected does not begin with the wild card string you will specify in the next step.
    Ends With When the data in the filter attribute you selected ends with the wild card string you will specify in the next step.
    Does Not End With When the data in the filter attribute you selected does not end with the wild card string you will specify in the next step.
  7. In the Value box, type a string of characters that represents the wild card string for the filter.

  8. By default the Case Sensitive checkbox is selected (checked). When this checkbox is selected, the wild card filter includes data in the chart only if the filter attribute data exactly matches both the value of the wild card string and the case of the wild card string value. Uncheck (deselect) the checkbox if you do not care if the chart data exactly matches the case of the wild card string.

  9. Click Apply. If you create the filter at the dashboard level, it is applied to all the charts in the dashboard. Otherwise, it is applied only to the selected (active) chart.

  10. Optionally, repeat these steps to apply additional filters to the chart or dashboard.

See Removing a Filter from a Chart or Dashboard for information on removing a wild card filter from a chart or dashboard.

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