Cross-filtering dashboards

Cross-filtering makes it easier and more intuitive for viewers of dashboards to interact with a dashboard’s data and understand how one metric affects another. With cross-filtering, users can click a data point in one dashboard tile to have all dashboard tiles automatically filter on that value.

Multiple cross-filters can be created at one time, and cross-filters can be used in conjunction with standard dashboard filters.

Enabling cross-filtering on dashboards

All dashboard tiles must be created from the same Explore for cross-filtering to be turned on successfully.

You can turn on cross-filtering on a dashboard with the following steps:

  1. Make sure you have the Manage Access, Edit access level for the dashboard.

  2. Enter the dashboard’s edit mode by selecting Edit dashboard from the three-dot dashboard menu.

  3. Once in edit mode, click Filters in the purple toolbar at the top of the dashboard, and then enable the Cross-filtering switch.

  4. If the dashboard contains any unsupported visualization types, a pop-up window appears to indicate that the dashboard contains tiles that cannot initiate cross-filtering. Click OK to continue enabling cross-filters.

  5. Click Save in the toolbar.

Once cross-filtering is enabled on an instance and a dashboard, you can create cross-filters.

Creating cross-filters on dashboards

To create a cross-filter:

  1. Click a data point within a tile containing a supported visualization. For bar, column, line, area, scatterplot, and pie charts, you can also click the chart legend to initiate cross-filtering.

  2. All data tiles will be filtered by the value of that data point.

  3. The cross-filter field and value appear at the top of the dashboard for reference.

  4. To add an additional value to an existing cross-filter, hold down the Command (Mac) or Control (Windows) key on your keyboard while clicking on additional data points or legends. For example, if you are already cross-filtering on the Category field for a value of Milk and you want to add Cheese as an additional category, hold down the Command or Control key and then click the Cheese region of a supported visualization.

  5. The tiles will filter on the additional value as well.

  6. The additional value for the cross-filter will appear at the top of the dashboard.

  7. To add a new cross-filter, click another data point on any tile containing a supported visualization type.

  8. All tiles will be filtered by that cross-filter as well, and an additional field and value appear at the top of the dashboard.

Supported and unsupported visualization types

Each data tile on a dashboard contains a visualization, and the type of visualization determines whether you can use the data points on that tile to create cross-filters or not.

The following visualization types are supported and can create cross-filters:

  • Table charts

  • Table (legacy) charts

  • Column charts

  • Bar charts

  • Line charts

  • Area charts

  • Scatterplot charts

  • Pie charts

  • Map charts that use the Points option for data of type: location

  • Static map (regions) charts

  • Static map (points) charts

  • Funnel charts

  • Timeline charts

  • Custom visualizations

The following visualization types are not supported and cannot create cross-filters; however, they can be filtered by cross-filters:

  • Single value charts

  • Single record charts

  • Word cloud charts

  • Donut multiples charts

  • Waterfall charts

  • Boxplot charts

  • Map charts that use Plot options other than Points for data of type: location, or map charts that use map layers.

  • Visualizations that use grid layout

  • Visualizations based on merged results when all queries in the merged results are from the same Explore as the rest of the dashboard tiles (if a dashboard contains a merged results tile with queries from different Explores, cross-filters cannot be enabled for that dashboard)

Regardless of visualization type, you cannot create cross-filters (or standard dashboard filters) on a custom field.

Using cross-filters together with standard dashboard filters

A dashboard can contain both cross-filters and standard dashboard filters. Both types of filters appear at the top of the dashboard. Cross-filters appear after standard filters and are a darker blue.

Cross-filters differ from standard dashboard filters in a few ways:

  • Cross-filtering needs to be enabled separately for your Centricity instance and dashboard(s).

  • You do not need edit access to a dashboard to create or change cross-filters (although you do need edit access to turn on cross-filtering for a dashboard).

  • Cross-filters cannot be configured with the same dashboard controls as standard filters.

  • Specific cross-filters are not visible to other users unless the cross-filtered dashboard is shared through a link or embedded into a website.

  • Cross-filters are not saved to the dashboard; once you navigate away from a dashboard, cross-filters are cleared.

  • Cross-filters are not applied to dashboard downloads, schedules, or alerts.

While using cross-filters, you can still make temporary changes to a dashboard’s filter values. However, if you create a cross-filter on the same field that a standard filter is using, the standard filter value cannot be changed until the cross-filter is removed.

If you have edit permissions for a dashboard, you can continue to edit and create standard dashboard filters while cross-filters are enabled. However, entering edit mode to edit or add standard filters will clear any current cross-filters.

Sharing cross-filtered dashboards

Cross-filters are not saved to a dashboard, but they can be shared in the following ways:

  • By sharing the dashboard URL

  • By embedding a dashboard that contains cross-filters

Drilling when cross-filtering is enabled

When cross-filtering is enabled on a dashboard, you can drill by:

In other words, drill into unsupported visualizations in the same way that you would typically drill in Centricity; however, for supported visualizations, right-click to drill into the visualization’s data.

Removing cross-filters

There are two options to remove an individual cross-filter:

  1. Click the data point being cross-filtered again.

  2. Click the X next to the cross-filter value at the top of the dashboard.

If there are multiple cross-filters, you can clear them all by clicking the X to the right of the filter values at the top of the dashboard.

Entering edit mode also clears all cross-filters.



 

 

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