Skip to content

Commit c4a4d9e

Browse files
Update Filtering topics (#126)
1 parent 70886b7 commit c4a4d9e

20 files changed

+83
-32
lines changed

dashboard-for-desktop/articles/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md

Lines changed: 1 addition & 0 deletions
Original file line numberDiff line numberDiff line change
@@ -318,6 +318,7 @@ Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0)
318318
| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') |
319319
| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) |
320320
| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) |
321+
| Contains(String1, SubString1) | Returns True if SubString1 occurs within String1; otherwise, False is returned.| Contains([ProductName], 'dairy') |
321322
| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') |
322323
| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') |
323324
| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) |

dashboard-for-desktop/articles/dashboard-designer/data-shaping/filtering.md

Lines changed: 46 additions & 18 deletions
Original file line numberDiff line numberDiff line change
@@ -3,40 +3,68 @@ title: Filtering
33
author: Natalia Kazakova
44
legacyId: 16532
55
---
6+
67
# Filtering
7-
The **Dashboard** allows you to filter a [query](../working-with-data/filter-queries.md) of the [SQL Data Source](../providing-data/connecting-to-sql-databases.md) or apply filtering to a specific data-aware dashboard item.
8+
The Dashboard Designer allows you to filter data in the dashboard items or apply filters to a specific measure. [Dimensions](../binding-dashboard-items-to-data/binding-dashboard-items-to-data.md) and [hidden dimensions](../binding-dashboard-items-to-data/hidden-data-items.md) are used to build filter criteria.
9+
10+
## Dashboard Item Filter
811

9-
This topic describes how to enable and reset filtering.
12+
Filters that apply to a [dashboard item](../designing-dashboard-items.md) affect only this item. To add filters, select the target dashboard item and do one of the following:
1013

11-
## Apply Filtering
12-
To configure filtering, select the target dashboard item and do one of the following.
13-
* If you are using a Ribbon menu, click the **Edit Filter** button in the **Data** tab.
14+
* Click the **Edit Filter** button in the Ribbon menu's **Data** tab.
1415

15-
![DataShaping_Filtering_EditFilterButton](../../../images/img19368.png)
16+
![DataShaping_Filtering_EditFilterButton](../../../images/datashaping_filtering_editfilterbutton19368.png)
1617
* Right-click a dashboard item and select **Edit Filter** from its context menu.
1718

18-
![DataShaping_Filtering_EditFilterMenuItem](../../../images/img19369.png)
19+
![DataShaping_Filtering_EditFilterMenuItem](../../../images/datashaping_filtering_editfiltermenuitem19369.png)
1920

20-
This will invoke the **Filter Editor** dialog. Use this dialog to build filter criteria with a convenient tree-like interface.
21+
This invokes the [Filter Editor](../../../../interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md) dialog that allows you to build complex filter criteria:
2122

22-
![DataShaping_Filtering_FilterEditor](../../../images/img19370.png)
23+
![DataShaping_Filtering_FilterEditor](../../../images/datashaping_filtering_filtereditor19370.png)
2324

24-
You can use [hidden dimensions](../binding-dashboard-items-to-data/hidden-data-items.md) within the Filter Editor dialog, allowing you to filter data based on their values.
25+
> [!Tip]
26+
> **Documentation**: [Filter Editor](../../../../interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md)
2527
26-
## Clear Filtering
27-
To clear filtering in the Designer, select the target dashboard item and do one of the following.
28-
* If you are using a Ribbon menu, click the **Clear** button in the **Data** tab.
29-
30-
![DataShaping_Filtering_ClearFilterButton](../../../images/img19371.png)
31-
* Right-click a dashboard item and select **Clear** from its context menu.
28+
To clear the applied filter, select **Clear** from the dashboard item's context menu or click the **Clear** button in the **Data** Ribbon tab.
29+
30+
## Measure Filter
31+
32+
You can apply filters to individual [measures](../binding-dashboard-items-to-data/binding-dashboard-items-to-data.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories.
33+
34+
Select a dashboard item and right-click a measure to be filtered. Select **Edit Filter** from its context menu.
35+
36+
![win-filter-to-measure-menu](../../../images/win-filter-to-measure-menu.png)
37+
38+
This invokes the **Filter Editor** dialog where you can specify filter criteria:
39+
40+
![win-filter-editor-for-measure](../../../images/win-filter-editor-for-measure.png)
41+
42+
The filtered measure has the _Filter_ icon:
43+
44+
![win-filtered-measure-icon](../../../images/win-filtered-measure-icon.png)
45+
46+
To clear the applied filter, select **Clear** from the measure's context menu.
47+
48+
> [!Note]
49+
> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md).
50+
51+
The image below shows a Chart with three measures:
52+
53+
- _2019 - Opened_ is filtered by year 2019.
54+
- _2020 - Opened_ is filtered by year 2020.
55+
- _Opened_ is the original measure without filters.
56+
57+
![win-filter-to-measure-year](../../../images/win-filter-to-measure-year.png)
58+
## Pass Parameter Values
59+
You can use the Filter Editor to filter a dashboard item according to the current parameter value. See the following topic for details: [Pass Parameter Values](../data-analysis/using-dashboard-parameters/passing-parameter-values.md).
3260

3361
## OLAP Filtering Specifics
34-
You cannot apply filtering by building complex filter criteria in [OLAP](../binding-dashboard-items-to-data/binding-dashboard-items-to-data-in-olap-mode.md) mode. Instead, you can filter dimension attributes and hierarchies by manually selecting the values you wish (or do not wish) to include in the dashboard.
62+
You cannot filter data by building complex filter criteria in [OLAP](../binding-dashboard-items-to-data/binding-dashboard-items-to-data-in-olap-mode.md) mode. Instead, select the values you wish to include in or exclude from the dashboard to filter dimension attributes and hierarchies.
3563

3664
For dimension attributes, the Filter Editor contains a list of all values. You can select the values that you wish to display.
3765

3866
![ProvidingData_OLAP_Filter_Standard](../../../images/img19755.png)
3967

4068
For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level.
4169

42-
![ProvidingData_OLAP_Filter_Hierarchical](../../../images/img19754.png)
70+
![ProvidingData_OLAP_Filter_Hierarchical](../../../images/img19754.png)
2.48 KB
Loading

dashboard-for-desktop/images/img19369.png renamed to dashboard-for-desktop/images/datashaping_filtering_editfiltermenuitem19369.png

22.9 KB
Loading
16.9 KB
Loading
-16.9 KB
Binary file not shown.
-4.21 KB
Binary file not shown.
11.4 KB
Loading
7.59 KB
Loading

0 commit comments

Comments
 (0)