Visually filtering a report

You can visually filter data in most reports by dragging a capture rectangle around the attribute values in a chart or table to select only those values. Some reports, such as pie and donut charts, use keyboard commands to filter.

Note: Visual filtering only works for attributes and measures. Funnel and pyramid charts do not support visual filtering. Expression columns do not support visual filtering.

Alternatively, you can filter the data by dragging an attribute or measure to the Filters bucket in the Chart Builder. See Filtering data in visualizer.

To drag-select the data to filter:

  1. Drag-select works both while editing in Visualizer and when browsing reports in the dashboard filter.
  2. Click and drag across the desired region.
  3. Release the selection. The chart updates based on your selection and the name of the filtered column displays in the Filters bucket.

Pie, donut, and semi-donut charts use keyboard commands instead of drag-select. To use keyboard commands to filter pie and donut charts:

  1. Press a command key:
    • On a PC: Select Cntrl
    • On a Mac: Select Shift
  2. Release the keyboard. The chart (and dashboard, if in the dashboard filter) updates to use the selected filter. You can see the current filter at the top of the work area.
Note: 
  • Click the Filters bucket to see or change the filter conditions.
  • You can turn the filter on and off using the toggle switch.
  • You can remove the filter by clicking the Trash icon.
  • A visualization can have multiple filters.
  • You can use a Visualizer report expression as a filter by dragging and dropping it to the Filters bucket. However, you cannot filter the data using a saved expression (a shareable expression) created in Designer.
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