Updating the Filter Settings on the report¶

Pre-requisite

Adding filter components to report

Overview¶

"Filter Setting" gives you control on how a filter component behaves on a visual. "Filter Setting" lets you define if a filter should have any effect on a visual. If yes, it optionally lets you update what column the filter should be applied on. You could also mark a filter as compulsory, and the visual will not load unless there is valid value provided for the same - user selected / default filter value.

Accessing the filter setting¶

To open the "Filter Setting" for a visual, click on the Menu option at the top right of the concerned tile, and select "Filter Settings":

Note

You will have to save the report first before opening the filter settings - for it to work correctly.

Open Filter Settings

It will open up the filter settings for the tile: Filter Settings UI

1. Filter should not have any impact on visual.¶

The report currently has one filter and one visual. Let's say we do not want the visual to update when the user interacts with the Country filter.
To do so, uncheck the checkbox next to the filters that should not any impact on the visual and click save. Update the visual (by clicking on the Query button on bottom right of the screen) and the filter will not impact the visual any more - Prevent Filter to have any impact on the visual

2. Visual should not be updated by any of the filters on the report.¶

In case there are multiple filters on the report, and the visual should not be updated by any of those filter components, "Filter Settings" will allow setting it up. Just select the option - "Disable all Global Filters." and click Save.
Update the visual by clicking on the Query button on bottom right of the screen and none of the filter components on the report will impact the visual any more - alt text

3. Mark filter as required to for the visual to load.¶

Let's say we want to mark the Country visual as required, i.e. the visual should not load unless a valid filter is selected.
To do so, check the option under the column required against the Country filter, and refresh the visual. The visual will not load unless there is atleast one valid value for the Country filter: Mark filter as required

The visual will additionally show a msg to the user - Show required filter msg to user

As soon as a valid value is provided for the filter, the visual loads - Visual loads with valid filter value