Applying Filters

Filters allow users to dynamically refine their data by selecting specific values from a dropdown in the chart view. This enhances the flexibility of visual analysis, making it easier to focus on relevant insights.

---

1. How Filters Work

• Adding a filter column will generate a dropdown in the chart view, allowing users to dynamically filter the dataset.

• Users can change filter values on the fly without modifying the underlying dataset.

• Filters do not modify the base SQL query but instead adjust the displayed data within the visualization.

---

2. Configuring Filters

To apply a filter:

1. Select a column to use as a filter.

2. Ensure that it is not a calculated or user-defined field (Only predefined dataset columns are allowed).

3. Click on the filter chip to open filter settings.

4. Set default values (optional):

   • Choose a default selection for the filter.

   • Enable multi-select to allow multiple values.

5. Click "Apply" to save the changes.

---

3. Example of Filters

Without Filter Applied

ORDERDATE	SALES	MARKET
Jan 1, 2012	28,570.44	Asia Pacific
Jan 1, 2012	11,740.89	Africa
Jan 1, 2012	21,833.02	LATAM

After Applying a Filter on "Market" (User selects "Africa")

ORDERDATE	SALES	MARKET
Jan 1, 2012	11,740.89	Africa

---

4. Customization Options

• Sorting: Users can define a sort order for filter options.

• Multi-Select: Allows selection of multiple values instead of a single filter.

• Default Value: Admins can set a pre-selected value when the chart loads.

---

5. Benefits of Using Filters

✔ Interactivity – Users can switch between filter values dynamically. ✔ Enhanced Data Exploration – Helps in analyzing different subsets of data without reloading queries. ✔ Efficient Performance – Filters do not require re-running SQL queries, making data interaction faster.

---

6. Applying Changes

Once filters are configured:

• Click Apply to make the changes effective.

• The dropdown will appear in the chart view.

• Users can change filter selections anytime without modifying the underlying chart configuration.

Filters provide a seamless way to customize, refine, and interact with data visualizations dynamically, ensuring better insights with minimal effort.