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Reviewing and Applying a Keyset as a Chart Filter

You can review and apply a keyset as a chart filter to charts that use the same or different data sources. The chart's will be limited to records containing values stored in the keyset.

To apply a keyset to a chart, the data source for the target chart must include a field storing the same data as the key field used for the keyset. The key field is defined when the keyset is created. See Creating a Keyset.

Keysets can be applied to all the charts on a dashboard only if the dashboard contains charts that use the same data source.

To review and apply a keyset as a chart filter:

  1. For the purposes of this procedure, supposed you want to list the canceled flights from Virginia airports. Assuming you have previously created a keyset containing a list of airport codes, (see Creating a Keyset for an example of how this keyset might be defined), we will apply it to a bar chart showing canceled flights nationwide:

  2. Click the filter icon () on the chart.

    The Filters sidebar appears.

  3. Click .

  4. Locate the data field in the Filters sidebar list that contains the same kind of data as the data in the keyset you want to use. In our example, it would be Origin Airport Code.

    The Filters sidebar displays filter options that can be applied for the selected data field.

  5. Click the Keysets tab. The keysets and saved filters defined in your environment are listed. In our example, the keyset Virginia Airport Codes is listed.

  6. Click on the keyset you want to apply. Details about the keyset appear on the Filters sidebar.

    You can sort the data in the keyset as needed by clicking the up and down arrows () in the Preview area. This sort has no effect on the chart result set when the keyset is applied.

  7. Click Apply. The chart is filtered by the keyset data. In our example, it shows the canceled flights from Virginia airports.

    Click the x in the upper right corner of the Filters sidebar to close it.

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