How-to
How to filter dashboards in Hubviz
Create a chart filter in Hubviz Studio, place it at the top of the dashboard and let readers pick a business unit, region, salesperson or other value.
A filter lets dashboard readers pick a slice, such as a business unit or a salesperson, without touching the charts. You create the filter once in Hubviz Studio and place it at the top of the dashboard. It also shows up in Hubviz Web.
When to use it
- When the same dashboard serves different people, such as one manager per business unit.
- To avoid building one chart per region or salesperson.
- To filter two cubes at once by the same value, such as Sales and Targets by business unit.
Create the filter
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Load the project data, for example by opening a chart. Without data, the preview shows Cube data has not been loaded yet. Run the integration first..
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In the project side menu, open Charts, click the + button (Add New Chart/Demonstration/Filter) and choose Chart Filter.
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Under Filter Configuration, fill in Filter Name. This is the name readers see, such as “Business unit”.
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In Filter Type, choose Single Selection (one value at a time) or Multiple Selection.
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In Main Cube for Filter, pick the cube the values come from.
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In Label Field for Filter, pick the field shown in the list. In Value Field for Filter, pick the field used to filter. It is often the same field.
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Check the list in Filter Preview.
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Save with Ctrl + S.
The filter applies to charts whose measures come from the main cube.
Filter options
| Option | What it does | Default |
|---|---|---|
| Filter Type | Single Selection lets readers pick one value; Multiple Selection, several. | Single Selection |
| Label Field for Filter | The text of each option in the list, such as the salesperson’s name. | |
| Value Field for Filter | The value used to filter, such as the salesperson’s code. Use a code when two salespeople can share a name. | |
| Group by (optional) | Groups the list options by another field, such as salespeople grouped by region. | No grouping |
| Advanced filters (funnel icon) | Limits the values that show up in the list with conditions on the cube fields, such as active salespeople only. | No conditions |
Filter other cubes with the same filter
If the project has more than one cube, such as Sales and Targets, the filter can apply to both. Under Related Cubes to Filter, click Add Related Filter, pick the Related Cube and the Key Field for Filter: the field in that cube that holds the same values, such as the business unit code.
If the field that links the two cubes is not the same as the filter value field, use Filter with relationship and pick the Origin Field. See Relationships.
Place the filter on the dashboard
- Open the dashboard and choose Edit mode.
- At the top, click Dashboard filters.
- Search in Search filters and tick the filters that should show up.
- Save with Ctrl + S.
To take a filter off the top, click its x in Edit mode or use Remove from dashboard filters.
Use the filter
Click the filter name at the top of the dashboard and pick the values in Select value(s). The chosen value shows next to the filter name.
- In Hubviz Studio: when you pick a value, the project cubes are processed again with the filter. The choice applies to every chart in the project that uses those cubes. In each chart editor, Applied filters shows what is in effect.
- In Hubviz Web: filters placed at the top of the dashboard show up the same way for readers. See Filter dashboards in Hubviz Web.
Example: filter by business unit
In the sample project, a Business unit filter with the Sales cube and the Business unit field as label and value shows three options: Industry, Retail and Services. Place it at the top of the Executive view dashboard. When you pick Retail, the cards, Revenue vs. target and the donut show only Retail.
Watch out
- Up to 100 options. The filter list shows up to 100 different values. For fields with more values, such as customers, use Advanced filters to shorten the list or group it with Group by (optional).
- Only the main cube and related cubes are filtered. Charts from other cubes do not change. Add those cubes under Related Cubes to Filter.
- Data tables and pivot tables do not follow the filter in Hubviz Studio. They read the full cube records. Use the data table search or the pivot table filters area.