Filters

You must have designer rights to create filters for dashboards and documents.

Xtraction enables you to use filters to narrow the viewable data of a dashboard or document. Each filter imposes one or more filter conditions on a single data source at a time. Xtraction has two types of content filters, standard and advanced, as well as several types of filter conditions that you can apply to those filters.

It's recommended that you become familiar with filter conditions before creating a standard or advanced filter.

Standard and advanced filters

With standard filters, you can:

Impose an unstructured list of one or more conditions per filter.

Save as a named item within a folder, and reuse for any number of data components.

Apply at the level of a dashboard or individual component. Interact with the filter by clicking the icon displayed in the dashboard header or component pane header.

Apply as the default filter during the design process.

With advanced filters, you can:

Build a nesting structure using logic operators (AND, OR).

Apply at the component level within a dashboard or document. Interact with the filter by clicking the icon displayed in the component pane header.

Apply as the default filter during the design process.

Use only once; advanced filters can't be saved.

Use advanced filters when the flat list of conditions in a standard filter can't produce the results you're looking for. Advanced filters differ from standard filters only by the option to create nested sets of conditions using AND/OR operators.

You can create an advanced filter from the same dialogs where you create a standard filter.