Using the Filter Line

As an application designer, you can define a filter line for an individual widget or a group of widgets. If you choose to filter a group of widgets, when running the analytic application, application users can filter members of multiple widgets at one time.

Context

If you choose to define filter for an individual widget, consider the following aspects:
  • The filter line displays values if a filter is applied to a source widget.

  • On the canvas the filter line is initially displayed empty.

  • You cannot edit the filter line on the canvas.

Note

We recommend to disable the filter tokens of the data based widget. The concept of the data based widget filter tokens and the filter line do not align well with each other, so that a simultaneous use could cause unexpected behavior.

To disable the filter tokens of the data based widget, click the widget and open the quick actions menu by selecting Start of the navigation path (More Actions) Next navigation step Show/Hide Next navigation step Chart Details/Table DetailsEnd of the navigation path and uncheck Filters.

If you choose to define filter line for a group of widgets, filter line filters and each widget's local filter tokens can exist at the same time. The final filtering result of such widget will be the joint data range filtered by corresponding filter line filters and its filter tokens. And the filters of your filter line won't be affected if the widget's filter token changes.

Procedure

  1. (Optional) If you want to create a filter line for an individual widget, in the Outline panel, choose the canvas or a specific popup you want to add the filter line to and highlight it.
  2. Add a filter line to the canvas or popup from the Insert area of the toolbar: Start of the navigation path Next navigation step Filter LineEnd of the navigation path.
  3. Select the filter line under canvas or corresponding popup and click Designer.
  4. In the Builder panel, if you choose Individual Widget Filter mode, follow the steps below:
    1. Select the source widget that provides the data for filtering.
      Note

      Please note that changing the source widget resets the dimension selection.

    2. If the source data you select is a R visualization widget, additionally you need to specify the Input Data you want to define filters for.
    3. To add a dimension to the source widget, click on Add Dimension beneath Dimension Selection. You may select one or several dimensions from the dropdown list.
      Note

      Your selection for the filter line is displayed at runtime. Only dimensions with a defined filter in the source widget are visible as a token in the filter line.

  5. In the Builder panel, if you choose Group Filter mode, follow the steps below:
    1. Select the data source of the filter line, for example an SAP Analytics Cloud model.
    2. (Optional) To add dimensions that will be displayed for selection in the filter line, click on Add Dimension beneath Dimension Selection.
    3. In Filters, define the default filters of the filter line. You can only define filters for the dimensions you selected in the previous step. If no dimensions were specified, then all dimensions in the data source will be available.
    4. Choose the widgets you want to apply the filters to. It’s by default all data-bound widgets of the data source you choose. You can change to some certain widgets as you wish.

Next Steps

Save and run the application. If you click (Set Filter), in the executed application, the dimensions you have chosen for filtering are displayed. After you have set the filters for your analytic application at run time, the filters are applied on the data-bound widget. The filter dimensions are displayed next to (Set Filter). You can remove or modify the filters:

run time action

how to proceed

remove dimension

To remove a dimension, hover over it and click the symbol that is displayed.

modify dimension

Click the dimension you want to modify. The Set Filter for... dialog is displayed where you can make your changes.