The seventh sheet: Filters
In the seventh sheet you will add filters to limit the data used in a visualization to a specific subset of that data.
You can filter by:
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Values: Filter using selected values from a field. For example, filter results to only include those values you select from a field.
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Searches: Filter using matches from a search. For example, filter results to only include those that start with a specific code prefix.
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Condition: Filter matching specified conditions. For example. filter results to only include those that meet a numeric threshold.
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Clear selection: Filter to exclude selections made in other visualizationsfrom this visualization for the chosen field.
For this sheet, you will create four visualizations and apply a filter to each one. You will start your work in standard mode. Create a new sheet and name it Filters.
Filtering by values
For your first filtered visualization, create a donut chart that show sales by city and filter it by the value Nordic from the field Region.
Do the following:
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Select the default visualization in the new sheet.
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Under Visualization, select Donut chart.
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Go to Fields and drag and drop the field City under Slice (Dimensions).
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Drag and drop the field Sales under Angle (Measures).
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Drag and drop the field Region under Filters.
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Select Values and select Nordic.
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Under Presentation > Labels, enter Sales by city (Nordic) as the title.
Filtering by search
For the next visualization, you will make a KPI and filter it to display only the sales results for juice.
Do the following:
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Add a new visualization to the right of Sales by city (Nordic).
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Under Visualization, select KPI.
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Drag and drop the field Sales under First KPI (Measures).
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Drag and drop the field Product Sub Group under Filters.
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Select Search.
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Select Matches exactly.
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Enter Juice.
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Under Presentation > Labels, enter Sales (Juice) as the title.
Filtering by condition
Next, create a vertical grouped bar chart and filter it so it only includes sales values greater than 40,000.
Do the following:
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Add a new visualization beneath Sales by city (Nordic) and Sales (Juice).
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Under Visualization, select Vertical grouped bar chart.
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Drag and drop the field Product Type under Bars (Dimensions).
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Drag and drop the field Sales under Length of bars (Measures).
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Drag and drop the field Sales under Filters.
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Select Condition.
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Select Compare.
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Under Greater than, enter 40000.
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Under Presentation > Labels, enter Sum of sales greater than 40K by product as the title.
Filtering by clearing the selection
Finally, create a donut chart and add a clear selection filter so that selections in other charts from Region do not impact this chart.
Do the following:
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Add a new visualization to the right of Sum of sales greater than 40K by product.
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Select the default visualization in the new sheet.
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Under Visualization, select Donut chart.
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Go to Fields and drag and drop the field Region under Slice (Dimensions).
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Drag and drop the field Sales under Angle (Measures).
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Drag and drop the field Region under Filters.
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Select Clear selection.
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Under Presentation > Labels, enter Sales by region as the title.
You can now make selection in Region in other charts without changing this chart. Selections made in this chart impact other charts, however.