Managing Values
  • 05 Jul 2022
  • 4 Minutes to read
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Managing Values

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Overview

In this article we will introduce filter settings that enable you to manage values within filters.

The topics we'll discuss include:

  • Default and Multiple Values
  • Filter Value is Required
  • Select First Filter Value by Default
  • Dynamically Search All Filter Values
  • Inverse Selection

Filter Settings

The following settings options are available for these filter types:

Value Numerical Range Time Range Time Column Time Grain
Description
Default values
Value required
Select first value by default
Select multiple values
Dynamic search
Inverse selection

Default and Multiple Values

Options are available for these Filter Types: All (default values) | Value (multiple values)

The Filter has default value option enables you to select default values for a filter. When this option is selected, a Default Value drop-down menu appears that is populated with data from the selection made in the Column field (when using Value and Numerical range filter types).

If the Time range filter type is selected, then a default time range value can be selected, if the Time column filter type is selected, then a default time column value can be selected, and so on.

Simply select an option to apply as a default value.

Need to allow more than one value?

Select the checkbox, Can select multiple values, to enable the selection of multiple default values.

For example, let's create a Value filter that uses the Genre column. By enabling Can select multiple values, we can specify multiple default values in the Filter has default value field — in this case, we'll opt for the "Adventure" and "Puzzle" genres.

Multi-Select_and_Defaults1

The configuration would look as follows:

Multi-Select_and_Defaults1a

...and the filter, "Game Genre," would feature the two pre-selected default values:

Multi-Select_and_Defaults1b


Filter Value is Required

Option is available for these Filter Types: All

When Filter value is required is enabled, then a filter option must be specified before the filter can be applied. This is done for performance purposes to ensure that a user does not accidentally run a large query.


Select First Filter Value by Default

Option is available for this Filter Type: Value

The Select first filter value by default option simply selects the first item to appear in a column's data and displays it as a default value for a filter. When using this setting, the Filter has default value field cannot be set.

About this setting

The Select first filter value by default setting is primarily used as a means to avoid accidentally re-running expensive queries on the dashboard.

A typical use case involves using a dataset with values that change frequently, such as homes for sale in a fast-moving market. This setting enables Preset to dynamically select a value; in this case, the first item that appears in the data.

To see this in action, try enabling this option for the Select Genre filter.

Default_to_first_item

The first data point in the genre column is "Action" — after saving, you'll notice that the Action value is automatically pre-selected as a default value for the Select Genre filter.

New_First_Value_is_Default


Dynamically Search All Filter Values

Option is available for this Filter Type: Value

This option enables dynamic searching when selecting a filter value (i.e., values that match text as it is typed will appear as selectable values).

This advanced setting option is best used in scenarios when you are working with a large set of data. By default, each filter loads—at most—1,000 choices when the page is loaded. If your column has more than 1,000 values, then enable Dynamically search all filter values in order to support large data sets and to make the value selection process more user friendly.

Warning

Please be aware that using this option may add stress to your database.


Inverse Selection

Option is available for this Filter Type: Value

Please select Clear All before we continue, de-select Select first filter value by default in the Select Genre filter (if selected above), and Save.

There may be times when the majority of filter values will be selected except for a relatively small number. In these scenarios, the inverse selection tool can be quite useful.

As opposed to including filter values, the inverse selection option enables you to exclude filter values (i.e., Filter by all values except for fhe ones you select.).

Start by navigating to the Select Genre filter and, in the Filter Settings panel, select Inverse selection. Then select then Save.

Configure_Inverse_Selection

Now let's see it in action. In the example below, we selected the Fighting, Puzzle, and Racing genre values — note the "No" circle-with-bar icon adjacent to the selected icons. When this filter is applied, then the all genre values will be displayed on the dashboard except for the fighting, puzzle, and racing genres.

New_Inverse_Selection1

To undo a selected value, simply re-select it — the exclusion action works as a toggle.


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


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