Editing filters and the Filters panel

Once you have created a Visual Insight analysis, you can determine how the Filters panel is displayed to a user. For example, you can choose to add or remove attribute and metric filters from the Filters panel, collapse or expand individual filters, or display or hide the entire Filters panel.

The table below lists the ways in which you can edit filters or the Filters panel, and steps to do so.

Task

Steps

Add a filter to the Filters panel

  1. From the Dataset Objects panel, click and drag the attribute or metric you want to use to filter data to the Filters panel. The attribute or metric is added as a new filter in the Filters panel. For detailed steps to add an attribute or metric to the Filters panel, and define how it is used to filter data, see Adding attributes and metrics to the Filters panel.

Move a filter in the Filters panel

  1. From the Filters panel, click and drag the header of the filter to a new location. You can move it above or below existing filters in the Filters panel.

Remove a filter from the Filters panel

  1. Hover the cursor over the Filters panel, then click the arrow icon displayed in the top right of the panel. A list of options is displayed.

  2. Select Hide Filter.

  3. A message is displayed, asking whether to apply the selections in the filter even when the filter is no longer displayed in the Filters panel. Select one of the following:

    • To apply the selections in the filter even if the filter is hidden, click Yes.

    • To hide the filter without applying the selections in the filter, click No.

    • To return to the analysis without hiding the filter, click Cancel.

Determine whether to expand or collapse the display of all filters in the Filters panel

  1. Hover the cursor over the Filters panel, then click the arrow icon displayed in the top right of the panel. A list of options is displayed.

  2. Do one of the following:

    • To expand and display all filters in the Filters panel, select Expand All.

    • To collapse all filters in the Filters panel, displaying only their headers, select Collapse All.

Move the Filters panel to the bottom or left side of the analysis

  1. Hover the cursor over the Filters panel, then click the arrow icon displayed in the top right of the panel. A list of options is displayed.

  2. Point to Display, then select one of the following:

    • To move the Filters panel to the bottom of the analysis, select Horizontally. The Filters panel is moved to the bottom of the analysis, with the filters displayed next to each other in a horizontal layout.

    • To move the Filters panel to the left side of the analysis, select Vertically. The Filters panel is moved to the left side of the analysis, with the filters displayed in a vertical list layout.

 

Hide or display the Filters panel

 

  1. From the analysis toolbar, click the Filters icon.

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