Filters
1. Filters
In this demo, we’ll learn how to work with filters. We’ve added a new dimension table, called DimEntity, to the data. This table contains information on sales locations. As you can see, the EntityKey field can be found in the FactStrategy table as well and that is what they are joined by. Let’s look at the report. This visual is about the Sales Amount by Location. The Location being a value in the DimEntity table. Wow, looks like there are a ton of locations! We want to show only the top ten. To do this, we’ll click on the visual to select it. Notice that when we do this, an option to filter on the visual pops up on the filter pane, here on the right. Click on EntityName, and under here where it says Basic Filtering, select Top N. So that is going to give us the top N number of entities, meaning locations, and we want ten. The value we want to select the top locations on should be the amount. Click apply filter. That looks better right? Let’s sort the columns by the Amount, in descending order so it’s easy to see the top ten locations. Seems like Contoso Catalog is the top one. Finally, we’ll change the visual to a clustered bar chart, to mix the visuals up a bit. There we go. Next, we want to filter all pages to only show Actual sales amounts. To do that we need to look at how the data is reported. Let’s go to the Table View and look at the values in the FactStrategy table. We can see that the values have a scenario listed. If we go to DimScenario we can see that the scenario tells us whether the amount is actual, budgeted, or forecasted. We’re only interested in the actual values in this report, so let’s add ScenarioName to the filter pane. We want to filter on all pages so let’s drag ScenarioName to Filters on all pages. There are three options. Only select Actual. Now every single amount value is just the actual amount. That is going to impact every page. Note that it’s also possible to filter on a single page. Notice that every time we click on a product category, the actual amount changes. But we don’t want it to change, we want it to always be the same. Let’s go into the format tab on top and edit the interactions. When we do that, you’ll notice filter and no symbols popping up on the visualizations. Let’s select the Monthly amount visualization. Since this is the one highlighted, this is the context the filtering is going to happen in. This means that by editing the interactions we can change how the selected visualization, the Monthly Amount chart, interacts with the other visualizations on the report page. Let’s turn off the interaction. Now, the actual amount will not be filtered based on what is selected in the Monthly Amount visual. Let’s do the same thing for Year. Note that you might have to move some visuals around to see the interaction icons. Let’s look at the result. Turn off the Edit Interactions functionality in the top left corner. You can see that the interactions are disabled. If you select a product category or filter on year, the Actual Amount card in the top left corner doesn’t change. Over to you!2. Let's practice!
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