Story and Page Filters

Use story and page filters to narrow the scope of your analysis.

The Story Filter allows you to apply filters for all charts in a Story that are based on the same model. The Page Filter is the same as a Story Filter, but applies to just one page in a story.

You can also apply a filter to a single chart. See the related links.

Note
Page and story filters are enabled only after you've added at least one chart to your story.
Measure-based filters

Measure-based filters are filters that are based on a range of values in a measure. For example, if you want to include in your story only your company locations that have more than 200 employees, you could create a filter based on an Employees measure.

For more information, see Measure-based Filters.

Effects of multiple filters (Cascading Effect)

Changes you make to a story or page filter affect related filters in the same story or page.

For example, when you change a page filter value, any related page filters on the same page are updated automatically. If you have both Country and Region filters on a page, and you change the Country filter value from All to Sweden, the Region filter updates to show only regions within Sweden. All other region names are hidden. You can select Show Inactive Values to display those hidden values.

Story filter changes affect other story filters in the same story and page filters on any pages in the story.

Note

Some filters are not affected by other filter changes:

  • Range filters
  • Hyperlink filters
  • Multi-dimension filters (filters that apply to a combination of dimensions)

You can turn off the cascading effect in the settings for the filter or input control. When the cascading effect is turned off, any filter value selection changes made in this filter do not affect other filters, and any filter value selection changes made in other filters do not affect this filter.

Date and time range filters

You can define time periods based on years, half-years, quarters, months, weeks, or days (depending on the time granularity defined in the underlying model), and apply the date range as a filter, so that only details in the selected time period are visible.

If your data is recorded very frequently; for example, sensor data, you could use the Timestamp dimension type, and be able to define time range filters based on hours, minutes, seconds, and milliseconds.

The ranges can be fixed or dynamic; for example, you could choose the fixed range January 2017 to December 2017. If this story is opened in 2018, the story will still show 2017 data. For dynamic date ranges, in addition to the above granularities, these granularities are also available: current year, current quarter, and current month.

Examples of dynamic date ranges:

  • If you want to display data from three years ago, to two years into the future, you would choose Year granularity, enter 3 under Look Back, and enter 2 under Look Ahead. If the current year is 2017, then the date range is 2014 to 2019.
  • If you want to display data for the current quarter, you would choose Current Quarter granularity. If the current date is June 1, 2017, then the date range is April 1, 2017 to June 1, 2017.
  • If you switch on Include Range up to Current Period, the date range ends at the current period. If you choose Year granularity, and enter 3 under Look Back, and the current date is June 1, 2017, then the date range is January 1, 2014 to June 1, 2017.

It is also possible to define multiple range time filters and apply these together. You could use this for example, to compare the first two months of the year over a three year period by defining three separate ranges for months Jan–Feb for each of the three years. When these ranges are applied as a single filter, everything else except the selected periods is filtered out.

In some workflows, for example planning, you might want to set the current date of a dynamic date range filter to be different from today's actual date. To learn how to do this, see Customizing the Current Date.

Note
  • You can have multiple date dimensions in your story.
  • You may want to restrict the date ranges that viewers of the story can choose. For example, if you don't want viewers to be able to select future dates, disable the Look Ahead field by selecting Start of the navigation path Next navigation step  (Show/Hide)End of the navigation path, and clear the check mark beside Look Ahead.
  • For fixed date range filters, if you define a range using the Day granularity, all other ranges in the filter can have only the Day granularity. The same restriction applies to Week. However, the Year, Half-Year, Quarter, and Month granularities can be mixed. This restriction doesn't apply to dynamic date range filters; for example, you can define one range with day granularity and another range with year granularity.
  • If you choose Day granularity, you can manually type dates into the date fields. If you do type in dates manually, you'll need to use the date format defined by the Date Formatting setting in your user profile. Dates entered in any other formats won't be recognized as dates.
  • Time Range filters work for booked data only.