Add filter widgets

When you have one or more visualizations on a storyboard, you can add a filter widget to filter the visualizations. Thus, the visualizations will display only the data that is relevant for your analysis and not all the data points in the visualization. For details, see Filter.

  • You created a storyboard, or you have access to one. For details on creating storyboards, see Add a storyboard.
  • The storyboard page with the visualizations whose data you want to filter is open in the page area.
  • You have at least one empty cell on the storyboard.
  1. On the Storyboards toolbar, click Enable changes, and then click Add visualization Add widget.

    The Widgets pane appears.

  2. Click the  visualizations tab, and then click the Tabular category.

  3. Point to the Filter widget, and then drag it to an empty cell in the page area.

    The widget settings pane appears on the left of the page area.

    Tip: You can also add a filter by clicking the Click here to add widget link, which is available in each empty cell of the page area. From the list that appears, select the filter widget. In this list, the visualization widgets are not grouped by category.

  4. On the data tab, expand the Filters section, and then click manage filters.

    The Filters pane appears.

  5. Click New in the upper-right corner, and then define the following settings:

    Tip: To quickly add a filter to the storyboard, click the arrow button next to the New button in the upper-right corner, and then click the needed filter type on the shortcut menu. The Type and Name fields are filled in automatically with the filter type that you selected and a default name, respectively.

  6. Click Apply, and then close the widget settings pane.

    The filter is displayed on the storyboard, and you can use it to filter the visualizations.

    To clear the selections, click clear selection in front of the filter name.

  7. Click Save Save on the Storyboards toolbar.

    Tip: To improve the design of the storyboard, use the Snap to cell feature for all the widgets on the page. To place widgets on top of each other, use the Bring to front and Send to back features. For details, see Arrange widgets on a storyboard.