Group Filters

You can configure page filters to affect only some widgets (a group) on a page.

Say you create three chart widgets on a page (Chart 1, Chart 2, and Chart 3). You can create a standard page filter, Filter A, that affects all three charts. But you can also define a page filter, Filter B, that affects only Charts 1 and 2, and another filter, Filter C, that affects only Charts 2 and 3. Filters B and C are group filters.

Example

You may want to place two charts side-by-side on a page, one displaying statistics for female employees only, and the other for male employees only. Using a standard page filter, you would define a Gender filter, but setting it to Female would make both charts display statistics for female employees. Using group filters, you can define two Gender filters; one set to Female and the other set to Male.

You can also create a measure-based group filter on the page, Filter D, and configure it to affect only Charts 1 and 2. The groups would then look like this:

Group 1 Charts 1 and 2

Group Filter B
Group 2 Charts 2 and 3

Group Filter C
Group 3 Charts 1 and 2

Group Filter D (measure-based)

When multiple filters apply to a page, it can be difficult to understand which filters apply to a widget. The Controls panel helps you by displaying the filters that apply to the selected widget, and which order the filters are applied in. (See Measure-based Filters for more information.)

Also, if you select a measure-based filter, the Controls panel shows you which dimension-based filters are being applied first. (Measure-based filters are affected by dimension-based filters at the same level or above.)

For example, if you select Chart 1, the Controls panel shows you that Page Filter A, and Group Filters B and D are being applied to Chart 1. If you select Chart 2, the Controls panel shows you that Page Filter A, and Group Filters B, C, and D are being applied to Chart 2.

If you select the measure-based Group Filter D, the Controls panel shows you that dimension-based Page Filter A is being applied before Group Filter D, but it can't tell you whether Group Filter B, or both B and C are being applied before D, because different group filters apply to different widgets. In these cases, point to the filter in the Controls panel, and then select Start of the navigation path Next navigation step Show filter informationEnd of the navigation path to see which filters may be applied.

Creating a Group Filter
  1. Create a page filter.

    For details, see Applying a Story or Page Filter.

    At this moment, the page filter affects all widgets on the page.

  2. Select the page filter, and select Linked Analysis. (For an input control, select Start of the navigation path Next navigation step Linked AnalysisEnd of the navigation path.)

    The Linked Analysis pane appears.

  3. Select Only selected widgets to see the list of widgets that are on the page.
    Note
    If the page contains any charts that are linked to another chart, using the Pin Selected Data Point feature, those pinned charts won't appear in the list.
  4. Select which widgets you want this filter to apply to.
  5. If you want any new widgets that are added to this page to also be affected by this group filter, select Automatically connect newly created widgets.
  6. Select Done to save the new group filter.