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Adding Filters on Report

Overview

Filters, when added to a report, allow users to select what data they want to analyse. These filters work on both the types of tiles in PersivX - ones created using the drag-and-drop feature, as well as, on the ones created using custom queries.


Different filter components available in PersivX:
  • Single select dropdown
  • Multi select dropdown
  • Search bar
  • Date filter
  • Single select list
  • Multi select list

Filter components are 100% customizable - both the functionality as well as look-and-feel. Filters can also be configured to update data on selected visuals only - if required - covered in a seperate doc.
Available Filters


Creating new filters on the report

STEP 1:
Click and drag in an empty area on the canvas to create a new tile. A tile is where a filter can be created
New Component for filter

STEP 2:
Change the tile type to build a Filter Component. Select the type of filter you would like to build. Whether you choose a Drop down / Date / Sesarch Bar / List - all filter types are built in the same way. Choose Filter Type

STEP 3:
Select one attribute (column) from any object (table) to allow user to filter on. For this example, lets allow the user to filter on customer's country using a drop down. The component will be built as soon attribute is added to the dropbox - "Filter On". Ignore the "Show Label From" option for now. Dropdown filter example

STEP 4:
Depending on the filter type choosen, the UI updates to allow you to customize the component. Using the visual styling options, you can update the look and feel to match your report styling. Some filters also let you setting a default value - i.e. the value will be automatically set when the report loads. Styled Filter component


Note

Just like other visuals, you will be able to style the UI of the tile using the "Tile UI" option, add title and subtitle using the "Title, Subtitle & Disclaimer" options, and update the UI of the filter component itself using the "Visual Styling" options. Filter Styling Options



Once the filter is added, users will be able to filter the data on the report - users can filter data

Warning

If any visual shows an error when filters are applied, ensure that the object (table) that the filter is built on, has relationship defined to atleast one of the objects used in the table. Else, PersivX will not be able to create the correct query - and throws an error.

Info

In case a filter should not have any impact on a visual, update the "Filter Setting" for the visual and ensure that the "Use Filter" option is not checked for the same.