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Controlling Filter Dialog Values

You can control the behavior of filter dialogs by data source. These controls are set on the Fields tab of the data source configuration.

  • For attribute fields, you can require your users to manually enter attribute values to include in the chart or dashboard, instead of letting them select values from a list. See Controlling Attribute Field Filters.

  • For integer and number fields, you can specify the initial (default) minimum and maximum values available for selection as filters. See Controlling Integer and Number Field Filters.

  • For time fields, you can specify the initial (default) minimum and maximum dates and times for the filter or, when shown on the time bar, the initial (default) time range shown. You can change these settings by manipulating the filters and time bar on the chart. See Controlling Time Field Filters.

Controlling Attribute Field Filters

To control attribute field filters:

  1. Edit the data source configuration for which you want to control attribute field filters. See Editing a Data Source Configuration. The data source configuration wizard displays.

  2. Select the Fields tab in the data source configuration wizard.

  3. Locate the attribute field in the field table on the Fields tab.

  4. In the Filter Display column for the attribute, select (check) Only Allow Custom Values.

  5. When your changes are complete, click Save, Save & Next, or Finish (depending on the tab) to save the data source configuration and close the wizard.

To test this, create a new dashboard chart using the data source. Then filter the data on the chart by the attribute. You will be required to manually enter values to filter for on the dashboard chart. The following example Filters sidebar requests that the user manually add at least one value of the Category field for the filter:

To add a value:

  1. Select Include or Exclude using the drop-down menu in the Operator box.

  2. Type a value into the search box and click . Be sure to specify the values using the proper sentence case. For example, if the values are stored in lowercase letters only, but you enter a value with starting a capital letter, the search will not work.

  3. The value is added to the list of selected values.

  4. When all values have been added to the list, click to apply the filters to the chart. For more information about setting attribute filters, see Setting an Attribute Filter.

Controlling Integer and Number Field Filters

To control integer or number field filters:

  1. Edit the data source configuration for which you want to control integer or number field filters. See Editing a Data Source Configuration. The data source configuration wizard displays.

  2. Select the Fields tab in the data source configuration wizard.

  3. Locate the integer or number field in the field table on the Fields tab.

  4. In the Filter Display column for the attribute, click . The Custom Range dialog appears.

  5. Specify minimum and maximum values for the filter ranges for the field. You can type the numbers directly in the From and To boxes or use the arrows in the boxes to increment and decrement the values. Custom range values can be integers only and numbers with scientific notation.

  6. Click to apply the custom filter range.

  7. When your changes are complete, click Save, Save & Next, or Finish (depending on the tab) to save the data source configuration and close the wizard.

To test this, create a new dashboard chart using the data source. Then filter the data on the chart by the integer or number field you specified a custom range for. The values you can select for the filter are restricted to the custom range you specified in the data source configuration.

When your filter values have been specified, click to apply the filters to the chart. For more information about setting numeric filters, see Setting a Numeric Field Filter.

Controlling Time Field Filters

To control the default time field filter and time bar ranges:

  1. Edit the data source configuration for which you want to control time field filters. See Editing a Data Source Configuration. The data source configuration wizard displays.

  2. Select the Fields tab in the data source configuration wizard.

  3. Locate the time field in the field table on the Fields tab.

  4. In the Filter Display column for the attribute, click . The Custom Range dialog appears.

  5. Specify minimum and maximum values for the filter ranges for the time field in the From and To boxes.

    Click the value in the From or To time fields to select a new date and time in the resulting calendar pop-up.

  6. Click to apply the custom filter range.

  7. When your changes are complete, click Save, Save & Next, or Finish (depending on the tab) to save the data source configuration and close the wizard.

To test this, create a new dashboard chart using the data source. Then filter the data on the chart by the time field. The values you can select for the filter are restricted to the custom range you specified in the data source configuration. For more information about specifying time filters, see Setting a Time Field Filter.

When your filter values have been specified, click to apply the filters to the chart.

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