Using Filter Actions


This section describes how to use the Filter Actions.

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The following actions can be performed in the Filter Actions menu:

Option

Description

Clear All Filter Selections

Clears all filter selections for the selected category in a given view

Warning

Note

The selection of Metrics is not changed.

Propagate Filter Selections

Warning

Note

The Propagate Filter Selections is an optional menu selection. It appears only when the current view has at least one child view with a user selected filter. 


Propagates all the filter selections of the selected category in the current report view to all its descendant views

This option modifies any child report view and its descendants with the compatible category filter selections in the parent report view.

Advanced Filter Options

The Advanced Filter Options enables you to:

  • Select a metric for Top N ranking or Bottom N ranking
    This option lets you restrict the results based on a specific metric and perform separate aggregation of data.
  • Adjust upper and lower band sensitivity for a specific metric
    You can also control the granularity of the statistical calculations made on the queried data.

To clear all filter selections

Click Filter Actions, and then click Clear All Filter Selections.

image2020-3-26_16-9-32.png

Give confirmation to clear all the filters.

All of the filters in the filter bar for the currently selected category are cleared.

To use Propagate Filter Selections

  1. Select the parent view, click Filter Actions, and then click Propagate Filter Selections
    Confirm to propagate the filter selections to all descendants of the current report view.
    image2020-4-1_19-26-17.png

    A child view that inherits the filter selections is highlighted with a red border. Click on that child view to display the data from the inherited filter selections.

    image2020-4-21_12-45-52.png
    When you propagate filter selections from a parent view, it is propagated to all the descendants, but only those descendants that have not yet inherited the filters are updated. The updated views are highlighted with a red border. Click on the highlighted views to display the data from the inherited filter selections. 

    image2020-4-21_12-56-20.png


  2. To propagate filter selections from a child view to its descendant, click on the child view and click Propagate Filter Selections.

To use advanced filter options

  1. On the filter bar, click Filter Actions, and then click Advanced Filter Options.
    The Advanced Filter Options pane is displayed. By default, it displays the Ranking tab.

    image2020-3-17_14-39-0.png


  2. From the Select the metric that will be used for ranking list, select a metric.
    These metrics are from the Metrics filter on the filter bar. You can use only one metric for ranking. By default, the Workflow Builder uses the first metric in the list for ranking. 
  3. Select the relevant option in Select Ranking order.
    If you select Top as the ranking order, the ranking is done using the top objects based on the selected ranking metric.
    If you select Bottom as the ranking order, the ranking is done using the bottom objects based on the selected ranking metric.
  4. Adjust the number in the Specify the number of instances to return field by using the slider or the arrow buttons.
    By default, the number of instances to return is 10. 
  5. To see the objects that are not selected in the ranking order as a single aggregated object, select the Show remaining objects as aggregate check box.
  6. Click Save Advanced Options.

The updated chart is displayed.

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The features in the chart are explained as follows:

#

Description

1

When you hover over a chart, a tooltip is displayed. The tooltip shows the data for the objects selected for ranking. The item on the tooltip that has "others" listed in its instance ID displays the aggregate of the remaining objects that were not selected for ranking (only when Show remaining objects as aggregate is selected). 

2

The chart of the objects selected for ranking.

3

This series represents the aggregate of the remaining objects that were not selected for ranking. This is displayed only when Show remaining objects as aggregate is selected.

For more information on charts, see Working-with-chart-options.



 

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