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Filter pane

You can add a filter pane to control what data that is shown in the visualizations on a sheet. A filter pane can filter the data of several dimensions at once.

For example, if you have a chart of sales over time, you can use a filter pane to limit the data in the chart to only show sales from a selected time period, from certain product categories, and from a certain region.

When a dimension is added, it is placed to the right of the previous dimensions, or below, depending on the available space. As long as there is enough space, the dimensions are displayed as expanded lists. If there is not enough space, the dimensions that were added first are turned into filter panes.

Selections have been made in the dimensions Year, Quarter, and Month.

Filter pane with selections made.

When to use it

With filter panes, you can easily make several selections to define your data set exactly like you want it. With your well-defined data set, you can explore data of particular interest.

By using the selection menu options in the filter panes (select possible, select alternative, and select excluded), you can make adjustments to the data set and compare the results with the previous selection.

Advantages

Filter panes are good for making selections and defining data sets. But they also show the relationship between different values, the associations. The green, white, and gray colors reflect the data associations that exist - and that do not exist. And by analyzing those associations, you can make new discoveries, for example, that a sales representative has too many customers, or that a region lacks a sales representative.

Disadvantages

When the dimensions contain a very large amount of values, it may be hard to manage the data.

Creating a filter pane

You can create a filter pane on the sheet you are editing.

In a filter pane you can use up to 1000 dimensions.

  1. From the assets panel, drag an empty filter pane to the sheet.

  2. Click Add dimension and select a dimension or a field.

  3. If you want to add more dimensions, click Add dimension again.

When you have created the filter pane, you may want to adjust its appearance and other settings in the properties panel:

Tip noteIf you double-click or drag a field or a dimension from the assets panel, a filter pane is added to the sheet using the dimension. If you then double-click more dimensions, they are automatically added to the new filter pane.

Styling the filter pane

You have a number of styling options available under Appearance in the properties panel.

Click Styling under Appearance > Presentation to further customize the styling of the chart. The styling panel contains various sections under the Filter pane and Listboxes tabs. Settings on the Filter pane tab applies styling for the filter pane and settings on the Listboxes tab applies styling for all listboxes inside the filter pane.

You can reset your styles by clicking next to each section. Clicking Reset all resets styles in both Filter pane and Listboxes.

For general information about styling an individual visualization, see Applying custom styling to a visualization.

Customizing the text

You can set the text for the title, subtitle, and footnote under Appearance > General. To hide these elements, turn off Show titles.

The visibility of the different labels on the chart depends on chart-specific settings and label display options. These can be configured in the properties panel.

You can style the text that appears in the chart.

  1. In the properties panel, expand the Appearance section.

  2. Under AppearancePresentation, click Styling.

  3. On the Filter pane tab, set the font, emphasis style, font size, and color for the following text elements:

    • Title

    • Subtitle

    • Footnote

  4. On the Listboxes tab, set the font, emphasis style, font size and color for the following text elements:

    • Header: Style the text of the headers for the listboxes.

    • Content: Style the text of the listbox values.

      Click the checkbox for Auto contrast color to automatically override the selected color with colors that have higher contrast with the selection state of the listbox value.

Customizing the background

You can customize the filter pane background, the background of the header area, as well as the background of the listboxes. The filter pane and the listbox background can be set by color and image, while the background of the header area can be set to a single color.

In the styling panel, you can configure background options.

Setting the filter pane background

The filter pane background of the chart includes the title area, as well as the filter pane itself, which is partially covered by the listboxes.

  1. In the properties panel, expand the Appearance section.

  2. Under AppearancePresentation, click Styling.

  3. On the Filter pane tab of the styling panel, you can select a background color (single color or expression), and also set the background to an image from your media library.

    When using a background color, use the slider to adjust the opacity of the background.

    When using a background image, you can adjust image sizing and position.

Setting the listbox background

You can style the background of the listboxes. This styling applies to all listboxes in the filter pane.

  1. In the properties panel, expand the Appearance section.

  2. Under AppearancePresentation, click Styling.

  3. On the Listboxes tab of the styling panel, you can select a background color (single color or expression), and also set the background to an image from your media library.

    When using a background image, you can adjust image sizing and position.

Coloring the selection states

Each selection state of a listbox value can be assigned a specific color. This coloring is applied to the background of the listbox value.

  1. In the properties panel, expand the Appearance section.

  2. Under AppearancePresentation, click Styling.

  3. On the Listboxes tab of the styling panel, under Selection state, set colors for each of the selection states:

    • Selected

    • Alternative

    • Excluded

    • Selected excluded

    • Possible

Customizing the border and shadow

You can customize the border and shadow of the chart.

  1. In the properties panel, expand the Appearance section.

  2. Under AppearancePresentation, click Styling.

  3. On the Filter pane tab of the styling panel, under Border, adjust the Outline size to increase or decrease the border lines around the chart.

  4. Select a color for the border.

  5. Adjust the Corner radius to control the roundness of the border.

  6. Under Shadow in the Filter pane tab, select a shadow size and color. Select None to remove the shadow.

Customizing individual listboxes in a filter pane

A filter pane can contain one or more listboxes to filter dimension values over specified fields. Add fields to the filter pane, then re-arrange them in the properties panel in an order that meets your preferences.

Each field in the filter pane has its own listbox, which shows the individual field values. Each listbox in a filter pane can be customized with its own unique properties. To customize a listbox, you need to turn on the Advanced options when editing the sheet.

  1. Create a filter pane on a sheet.

  2. Add a field to the filter pane to create a new listbox for that field.

  3. In the properties panel, under Data, click the field you just added.

This expands the Listbox properties panel, where you can customize the design of the listbox.

Listbox properties panel for a single listbox in a filter pane.

Listbox properties for a single listbox in a filter pane.

Configuring search options

In Listbox properties, you can choose whether or not users can search for individual field values in each listbox within the filter pane. You can also switch the default Search mode from Normal to Wildcard. Wildcard adds default wildcard symbols (*) to the search field.

Condensing information in the filter pane

There are multiple settings available in Listbox properties to help you customize how much space each listbox occupies in the filter pane.

Enabling compact view

To remove space between each dimension value, select the Compact view checkbox under Presentation.

Adjusting the collapse behavior

You can adjust whether the listbox is shown as expanded or collapsed in the filter pane. When a listbox is collapsed, you can click to expand it temporarily to view and apply selections.

Regardless of the collapse behavior selected, the exact behavior of each listbox within a filter pane depends on a number of factors. These include its configuration in relation to other listboxes in the filter pane, and available space. For more information, see Display limitations.

To adjust the collapse behavior, select an option in the Collapse listbox drop down menu. This is located under Presentation.The following options are available:

  • Auto: The listbox automatically adjusts to be expanded or collapsed, based on available space and configuration in relation to other listboxes in the filter pane. The listbox defaults to this option.

  • Always: The listbox always collapses. It might be placed inside the drop down menu for additional dimensions.

  • Never: The listbox never collapses. It might still be placed inside the drop down menu for additional dimensions.

Changing selection behavior

You can adjust several different settings in Listbox properties to customize how selections are made in the listbox.

Enabling checkbox mode

If you select Checkbox mode under Presentation in Listbox properties, the listbox switches to a view where each dimension value is represented by a checkbox. In this mode, selections are made by clicking the checkbox next to each item, rather than the default behavior allowing clicking and dragging to select multiple values at once.

If you have applied Always one selected value for the field within the assets panel, radio buttons are used instead of checkboxes. The functionality is the same.

Toggling selection toolbar

By default, a selection toolbar appears when you make selections in a listbox. This toolbar allows you to explore other options for selections, as well as clear, cancel, or confirm the selections.

In Listbox properties, the Show selection toolbar checkbox is checked by default. Clear this checkbox if you want the toolbar not to appear above the listbox when you make selections.

If you toggle this setting off, selections are confirmed when you press Enter or click outside the listbox.

Displaying dimension value frequencies

Under Presentation in Listbox properties, click the checkbox next to Histogram to display bars underneath each dimension value to represent how frequently each value appears in the data.

Switching to grid layout

By default, a listbox for a field in a filter pane is set to show data in a single column. Alternatively, you can show data in a grid layout. Under Presentation, in Listbox properties, switch the parameter for Show data in from Single column to Grid.

In the grid layout, you can also configure how the data is ordered (by Row or Column), and customize the maximum visible rows or columns in the grid.

Showing the frequency of values

You can show the frequency next to each value, either as an absolute number or as a percentage. You select this by opening Listbox properties, expanding the Presentation section, and selecting an option in Show frequency.

Information noteIn some cases the frequency cannot be calculated and is displayed as -. One example of this is for key fields.

Selections in filter panes

During analysis, you make selections in a filter pane listbox. Click a collapsed filter pane dimension to open a selection listbox.

When you make a selection, it is reflected in the small bars at the bottom of each filter pane dimension. Four states can be displayed in the bars: selected (green), possible (white), alternative (light gray), and excluded (dark gray). Locked values are indicated by a lock icon. The details of the selections are displayed in the selections bar, above the sheet. You can click an item to see the details and change your selection.

You can customize the selection behavior for each individual listbox in a filter pane. For more information, see Changing selection behavior.

Fields are filtered out from each dimension to be shown in the visualizations on the sheet.

Filter pane with selections made.

Making selections in filter pane lists

When there is space enough in a filter pane, the dimension values are displayed in a listbox. In listboxes, you can click to select a single value or draw to select several values. On a touch device, you can two-finger-tap in the listbox to select a range of values.

Germany, Japan, and Nordic selected in the Region filter pane.

Filter pane with three values selected.

The selections tool

The selections tool offers an option to get an overview of the fields and dimensions in an app. In the selections tool you can make selections in all the fields and dimensions in the app, regardless of whether they are used in the app or not.

During analysis, click Selections tool to open selections view.

Display limitations

Responsive design

The filter pane has a responsive design and renders as many dimensions as possible. When space is limited, this could involve reducing the size of each dimension so that all dimensions are displayed.

Example:  

The following image shows a filter pane while it is being edited. Only three out of five dimensions are displayed. There is an additional item below the displayed dimensions. When this is clicked, the remaining dimensions are listed.

Filter pane in edit mode.

Filter pane in edit view.

When you have finished editing the filter pane and enter analysis mode, you will see the filter pane with all the dimensions displayed. If all items cannot be shown due to lack of space, click Down arrow below the displayed dimensions to view the remaining dimensions.

Filter pane in analysis mode, with expanded drop down list showing additional dimensions.

Filter pane in analysis mode with five dimensions. Three of the dimensions are displayed, with the dropdown expanded to show additional two dimensions.

Full screen view

In full screen view, the filter pane is maximized and displays as many dimensions as possible expanded. When not all dimensions can be displayed expanded, the priority order is that the most recently added dimensions are expanded to the right. You can change the priority order in the properties panel, under Dimensions. Drag the dimensions to change the order.

Keyboard navigation

You can use your keyboard to navigate a filter pane. Use the arrow keys or the Tab key to alternate between the different objects on the sheet. Once you have moved the focus to the filter pane, use the Enter, Space and Esc keys to move the focus between the following levels:

  • Entire filter pane

  • Listboxes inside the filter pane

  • Values inside each listbox

Keyboard controls in filter panes

Keyboard navigation

Description

Space or Enter

Moves focus to the first listbox in the filter pane. Another key press brings the focus to the first value inside that listbox.

If the focus is on a collapsed listbox, press Enter to open the listbox in a pop-over.

Esc Moves focus back one level (from the values to the listbox to the filter pane object).

Right arrow

If the focus is on an individual listbox within the filter pane, the right arrow key moves the focus to the next listbox on the right.

If the focus is on a value inside a listbox, the right arrow key moves to the next value in the listbox.

Left arrow

If the focus is on an individual listbox within the filter pane, the left arrow key moves the focus to the next listbox on the left.

If the focus is on a value inside a listbox, the left arrow keymoves to the previous value in the listbox.

Up arrow

If the focus is on an individual listbox within the filter pane, the up arrow key moves the focus to the previous listbox (to the left, or above, the current listbox).

If the focus is on a value inside a listbox, the up arrow key moves to the previous value in the listbox.

Down arrow

If the focus is on an individual listbox within the filter pane, the down arrow key moves the focus to the next listbox (to the right, or below, the current listbox).

If the focus is on a value inside a listbox, the down arrow key moves to the next value in the listbox.

For more information about keyboard navigation, see Keyboard navigation and shortcuts.

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