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.
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.
In the Explore page, under the Filters section, select Emit Dashboard Cross Filters.
Repeat this process for any other charts that you would like to cross filter.
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.
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.
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:
Now, let's add an additional cross filter by selecting Female in the "Gender" pie chart:
...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:
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.
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.
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.
Please note that the functionality of this panel is identical to the instructions in Scoping a Filter.