Cross-filtering
  • 05 Jul 2022
  • 2 Minutes to read
  • Contributors
  • Dark
    Light

Cross-filtering

  • Dark
    Light

Overview

In this article we will introduce cross-filtering. Cross-filtering enables you to apply a data element from a chart (e.g., a table row, a slice from a pie chart) and then apply it as a filter across all eligible charts in the dashboard.


Eligible Charts

In order to use cross filtering, you need to use an eligible chart:

  • All ECharts
  • All Time Series Charts
  • Pivot Table Chart
  • Table Chart

...and you need to enable Cross Filtering for the chart (see below).

Enable Cross Filtering by Chart

In order to use cross filtering, you need to enable the feature via the Explore view.

If you're on the Dashboards screen, then you can navigate directly to a chart's Explore page by selecting the vertical ellipsis icon on a chart and then select View chart in Explore.

View_Chart_in_Explore

In the Explore page, under the Filters section, select Emit Dashboard Cross Filters.

Enable_Emit

Repeat this process for any other charts that you would like to cross filter.


Usage

To illustrate the usage of cross filtering, we will do a walkthrough showing three charts: 1 table chart and 2 pie charts.

The data pool is comprised of software developers, with the pie charts asking, "Are you an ethnic minority?" and "What is your gender?" and the table showing the top 15 languages spoken at home.

Cross filtering has been enabled for all three of these charts.

XFilter_Original1

To start, in the "Are you an ethnic minority?" pie chart, let's hover the cursor over the Yes, an ethnic minority pie slice and select it.

XFilter_Select_Slice

After doing this, the selected filter—Yes, an ethnic minority—will be applied to the other two charts.

You'll notice in the graphic below that the "Gender" pie chart and the "Top 15 Languages" table have both been updated to reflect the applied filter:

XFilter_Original_Filter_by_Ethnic_Minority

Now, let's add an additional cross filter by selecting Female in the "Gender" pie chart:

XFilter_Select_Slices_from_both_Pie_Charts

...and you can see that both filters—one from each pie chart—are being applied to the table. The table now shows the top 15 languages spoken at home by female ethnic minorities.

This is demonstrated by the small number "2" icon, which conveys the number of filters currently being applied to the chart:

XFilter_Table_Post_Two_Filters


Disable Cross Filter for a Chart

To disable a cross filter for a chart, select the circular on/off icon. Doing so removes the filter for all charts that it was applied to.

XFilter_Disable_XF


Scoping Cross Filters

Scoping enables you to select which charts should be subject to cross filtering.

To launch cross filter scoping, select the vertical ellipsis icon on a chart and then select Cross-filter scoping.

XFilter_Launch_Scoping

By default, cross filtering will be applied to all eligible charts (i.e., all charts with the Emit Dashboard Cross Filters​ enabled).

To select specific tabs and/or charts for cross filtering, select Apply to specific panels in the Cross Filter Scoping panel and then select tabs and/or charts as needed.

XFilter_Scoping_Definitions

Please note that the functionality of this panel is identical to the instructions in Scoping a Filter.


Dashboard Filtering
Filter Types
Parent-child Filter
Pre-filter Data
Sort Filter Values
Single Value Range
Filter Tooltip
Managing Values
Scoping a Filter
Cross-filtering
Managing Filters


Was this article helpful?

What's Next