Apply Filters to your Story

In a table, you can filter cells to focus on a specific set of data or exclude non-relevant cells. First, let’s select specific Sales Managers in the table by using Filter.

1. Select the first six cells

2. Right-click and then select the Filter icon

Next, let’s filter out a specific Manager’s sales from the “Sales Managers” chart by using Exclude.

3. Select the cell containing Coe Li

4. Right-click and then select the Exclude icon

Click here to learn more.

Let’s create a date specific filter to exclude 2019 from the Gross Margin per Date chart.

5. Select the Gross Margin per Date chart and open the Builder tab in the Designer panel

6. Hover over the Date dimension and click on the Filter icon

7. Select Filter by Member…

There are two ways to filter a date dimension – Filter by Member or by Range.

• Filter by Member: Filter by Year, Quarter, Month, Week

• Filter by Range: Filter by specific dates (Ex. Jan 2019 to Dec 2020)

8. Select all years except for 2019

9. Click OK

The chart will then reload and only show the data from 2020 and 2021.

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Linked Analysis is dynamic feature that allows drilling through hierarchical data or creating filters that simultaneously update multiple charts in your story.

Let’s create a Linked Analysis from the “Sales Revenue per Region” chart to dynamically interact with the rest of the charts on the page.

10. Select Linked Analysis in the Chart Action Menu

11. Select All Widgets on the Page

12. Click Apply

13. Click on Asia segment of the Sales Revenue per Region chart and select the Filter icon

With this linked analysis created, filtering on Asia will simultaneously update all the other charts on this page to data within the Asia Region.

14. To remove the Asia filter, click the remove icon and select Level 2 Hierarchy

Click here to learn more.

Input Control filters allow users to dynamically control the data displayed on the page. On each page, we’ve dedicated the left lane for these filters.

15. Click on the left lane, then under the Insert tab, select the Input Control icon

Let’s create an Input Control filter where you can choose to look at the data in this page between 2019, 2020, and 2021.

16. Select Dimensions > Date > Filter by Member…

17. Expand all and select 2019, 2020, 2021

18. Click OK

19. Expand the Input Control Filter to show all the years

20. Copy this Input Control filter to the left lane of the Sales Manager Overview page

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It is best practice to save regularly. Before moving on, click Save.