MicroStrategy ONE

Create a Visualization Filter

You can select attribute elements or metric values to filter data that appears in a visualization by creating a visualization filter.

Create a visualization filter by dragging attributes and metrics from the Datasets panel.

  1. Open the dashboard you want to modify.

  2. Select the chapter that contains the visualization to filter.
  3. In the top toolbar, click Filter and choose Element/Value Filter. An empty filter appears in the dashboard.
  4. Drag the attributes or metrics for filtering from the Datasets panel to the empty filter. Use the Ctrl key to select multiple attributes and metrics.
  5. In the filter, click Select Target.
  6. Click on target visualizations or visualization (in-canvas) filters within the same page to select them.
  7. To force target visualization (in-canvas) attribute filters to automatically update when you change filter selections, select the Update targets automatically checkbox.
  8. Click Apply.
  9. Click More in the filter and select options for modifying the filter. The available options are based on the objects you select.
  10. When you select Update Targets Automatically, the target attribute filter will automatically clear when you change selections in the parent. This is helpful when you are filtering hierarchies, such as Geography. This behavior forces you to make a new lower level selection of the hierarchy, such as State, when a higher level selection of the hierarchy, such as Region, is updated.

    If a target attribute filter uses a default dynamic selection filter and the Update Target Automatically option is selected in the parent attribute filter, the dynamic filter will automatically reset and the dynamic default selection will apply. This results in the first or last N elements that belong to the new selection made in the parent to automatically select. This ensures you always have a valid selection in the hierarchy.

Related Topics

Visualization Filters and Selectors