Filtering data in worksheets
Applies to:
The filter panel has a menu that allows you to hide or collapse it. You can specify how to display filters in the panel by clicking the menu and choosing Display As. Try the available options to see which you prefer. You can also specify which filter types are shown in the filters pane and whether the filters are updated automatically or manually.
Additionally, you can select values to filter on or enter a comma-separated list of values. A custom list of comma-separated values can be used only for what is in the list or is not in the list criteria.
You can apply the following types of filters:
Dimensions
Measures
Contextual TopN
Contextual TopN allows you to filter for the top or bottom N number of values. It's applied after other filters and can only be applied on dimensions in the view. See Filtering using TopN or BottomN. You can also click the i symbol to learn more.
To apply a dimension filter to a worksheet, perform the following steps:
From the Toolbox, select Workbooks, and select a workbook and worksheet.
In the Filter pane, under Dimensions, click Field, and navigate the dimensions to select an item.
The criteria are populated based on the field you select. Click it to select different criteria.Click Value.
Select one or more specific values to filter criteria:
Filtering calculated members for Spark architecture
For Spark-based deployments, you can now filter calculated members in the Kyvos worksheets, similar to other data members.
Prerequisite
To enable filtering of calculated members at the semantic model, set the value of the kyvos.query.calculated.member.filter.enabled property to True on the semantic model advanced properties.
Important points to know
User can fetch calculated members in filter listing on Kyvos Viz.
Users can select one or more calculated members in the filter list just like other data members, the result will be displayed accordingly.
Filtering of calculated members is supported only for operators IS, IS NOT, IN LIST, and NOT IN LIST.
Calculated members will not be available for selection on the Data Security page.
Hidden Calculated members will not contribute to grand totals.
Adding multiple filters on the same attribute is not recommended, instead consolidating them into a single filter is recommended for better efficiency and accuracy.
Hiding calculated members is supported only in Kyvos Viz when executed using MDX. For SQL, calculated members will not be listed anywhere.
Filters on calculated members will be respected only for attributes, not hierarchical levels.
For hierarchical levels, calculated members in filters will be treated like invalid members. If this is the only valid member based on the filter, then the "no data available” message is displayed.If only calculated members are selected as valid members, the "no data available” message is displayed.
Advanced filters such as TopN/BottomN, cohort filters, or measure filters will not be respected. They will get ignored.
Applying measure filter to a worksheet
To apply a Measure filter to a worksheet, perform the following steps.
From the Toolbox, select Workbooks, and select a workbook and worksheet.
In the Filter pane, under Measures, click Field and navigate the measures to select an item.
The criteria are populated based on the number field type.Click Value.
Enter a value or click Field and search for, then select a field.
Click the Plus icon to add additional filters or the Minus icon to remove a filter.
Applying Contextual TopN filter to a worksheet
To apply a Contextual TopN filter to a worksheet, perform the following steps.
From the Toolbox, select Workbooks, and then select a workbook and worksheet.
In the Filter pane, under Contextual TopN, click Field and navigate the dimensions to select an item.
The criteria is in top or is in bottom. Click the criteria to select the other option.Click Value.
Edit the number to specify the value you want to view. For example, the top or bottom 10 items.
Click the When ordered by list to select a value to order them by.
Click the Plus icon to add additional filters or the Minus icon to remove a filter.
Display As
You can display the filters as statements or simple filters.
Click the Actions menu ( ⋮ ) next to Filter, and then select Display As. You can select any one of the following filter options:
Simple: This filter shows the field, criteria, and value in a drop box.
Check the checkbox next to the filter to disable or enable it.
Click the Minus button on the right to remove it or the Plus button to add another filter.
When you have more than one filter, the default value is AND.Statement: This filter displays the information in a single line and takes up less space if you have a lot of filters.
Additionally, measures allow you to use parentheses to create more complex statements by using Advanced settings. Click the Action menu ( ⋮ ) menu next to Measures, and you will see either Simple or Advanced. Choose Advanced to display the parentheses and the default AND operator. You can click the AND operator to change it to an OR.
Too much data to display
Visual prompts inform you when there is too much data to be displayed and show you that you are viewing only part of the data. You can apply a filter or, in some cases, increase the number of columns or rows. See Filtering and show all to learn more.
Click the indicators shown in the worksheet to see the description.
Shared Filter Card
When Kyvos is integrated with a host application, you can create a Shared Filter Card with a unique identifier that can be applied across multiple dashboards or sheets. The host application will share the filters using the Shared Filter Card, and then Kyvos will populate the filter set in the respective filter card with the same unique identifier and apply it to the linked data cards.
Notes
You can create a Shared Filter Card only from Kyvos.
The Shared Filter Card option is enabled only when the value of the allowEmbedding parameter is set to true in the Portal properties file located at /kyvos/jakarta/webapps/kyvos/client/config
Filters shared by the host application will not be stored in the Kyvos repository. However, the formatting applied to the Shared Filter Card will be saved.
Multiple shared filter cards can be created for the Dashboard. However, you can create only one shared filter card for the sheet.
When a filter value is changed to the shared filter card, the host application is notified through a JavaScript event, and the updated values are sent back to the host application.
In the case of Action filters, the filters of the shared filter card will be ignored except the Selective Dimension filter. See the Adding actions to worksheets section for more details.