About Filters

Filters reduce the amount of data shown in visualizations. Oracle Analytics lets you filter the data in your workbooks in many different ways and configure the filter properties to customize the dashboard experience for your end users.

Filter Scopes

You can apply filters at different scopes in your workbook in Oracle Analytics, from broadly filtering the entire workbook down to filtering a single visualization on a canvas.

You can apply filters at the following levels:

  • Workbook - A workbook filter is used in the workbook filter bar and applies to all canvases in the workbook. See Use the Workbook Filter Bar.
  • Canvas - A canvas filter is also used in the workbook filter bar, but applies only to a single canvas in the workbook. See Use the Workbook Filter Bar.
  • Dashboard - A dashboard filter is used directly on a canvas to enable consumers to filter data on that canvas. See Use Dashboard Filters.
  • Visualization - A visualization filter applies only to a single visualization. See Use Visualization Filters.

For information about applying filters to datasets, see Filter a Dataset Table and Use Role-Based Filters in a Dataset.

Filter Types

Oracle Analytics supports many different types of filters that you can use depending on the filter scope and the data element you're using to filter.

Filter Type Description
List

A list filter can be applied to data elements that are text and date data types, and number data types that can't be aggregated. A list filter provides a simple list of values to choose from and lets you see which values are selected and which aren't. They work well for attributes with a long list of values.

Availability: List filters are available for all filter scopes.

Properties:
  • Multi Select
  • Default Value
  • Exclude
  • Nulls
  • Disable
  • Selection Parameter Binding
  • Excludes Mode Parameter Binding
For more information about these properties, see Dashboard Filter Control Properties.

Limitations: While list filters don’t have a limit to the number of values they can display, performance can decline if more than 10,000 values are selected.

List box

A list box filter is similar to a list filter and can be applied to text, uncountable values, and dates. It also provides a simple list of values but only lets you select one or All.

Availability: List box filters are available only for dashboard filters.

Properties:
  • Custom Values
  • Default Value
  • Exclude
  • Nulls
  • Selection Parameter Binding
  • Excludes Mode Parameter Binding
For more information about these properties, see Dashboard Filter Control Properties.
Limitations:
  • You can't disable a list box filter.
  • Multi Select isn't available for list box filters.
  • Parameter binding isn't available for list box filters that use a derived date column.
Checkbox / Radio Button

A checkbox or radio button filter can be applied to text, uncountable values, and dates. When Multi Select is on, the filter uses a checkbox, and when it's off, the filter uses a radio button.

Availability: Checkbox or radio button filters are available only for dashboard filters.

Properties:
  • Multi Select
  • Default Value
  • Exclude
  • Nulls
  • Visible Values
  • Selection Parameter Binding
  • Excludes Mode Parameter Binding
For more information about these properties, see Dashboard Filter Control Properties.
Limitations:
  • By default, this filter type is optimized to display only the first 50 data values. For a filter column with more than 50 values, Oracle recommends that you use a different filter type, for example a list box filter.
  • You can't disable a checkbox or radio button filter.
  • Parameter binding isn't available for checkbox or radio button filters that use a derived date column.
Top Bottom N

A top bottom N filter can be applied to measure and attribute data elements. For example, you might filter a visualization by the top 10 customers based on sales.

Availability: Top bottom N filters are available for all filter scopes.

Properties:
  • Method - Specifies whether to filter by Top (highest values) or Bottom (lowest values).
  • Count - Specifies the number of values to display.
  • By - Specifies which measure or attribute to limit by.
Range

A range filter can be generated for data elements that are number data types and that have an aggregation rule set to something other than none. Range filters are applied to data elements that are measures, and that limit data to a range of contiguous values, such as revenue of $100,000 to $500,000. Or you can create a range filter that excludes (as opposed to includes) a contiguous range of values. Such exclusive filters limit data to noncontiguous ranges (for example, revenue less than $100,000 or greater than $500,000).

Availability: Range filters are available for all filter scopes.

Properties:

  • Start - Specifies the minimum value.
  • End - Specifies the maximum value.
  • By - Specifies which measure or attribute to limit by.
Date Range

A date range filter uses calendar controls to adjust time or date selections to limit data to a specific period of time. You can either select a single contiguous range of dates, or you can use a date range filter to exclude dates within the specified range.

Availability: Date range filters are available for all filter scopes.

Properties:

  • Range - Requires a start and end date to filter on.
  • Start at - Requires only a start date to filter from.
  • End at - Requires only an end date to filter to.
  • Equal - Requires a specific date to filter on.
Relative Time

A relative time filter focuses on values for a specified time period relative to today or end of last period. For example, you can focus on the last three years, the next three years, or year to date through the last fiscal period.

The current date and time used in queries is the Oracle Analytics server host's date and time in the server's timezone (not the browser host's time or timezone).

Availability: Relative time filters are available for all filter scopes.

Properties:
  • Type - Specifies whether the filter is relative to a past or future time period, or to today's date.
    • Last - Uses the Increment and Time Level values to specify a time period up to either today's date or the end of the last period.

      Last filters that are based on a DateTime column and which have a grain of Day or longer (for example, Year, Quarter, Month, Week, Day), retrieve data from the same time of day on the starting day. For example, if the server date/time is currently Thursday 3:15pm , a Last 2 Days filter on a DateTime column retrieves data with timestamps between Tuesday 3:15pm and Thursday 3:15pm in the server's timezone. Filter queries that are based on a Date column (which by definition have no time of day associated) only depend on the server host's date, not the time of day.

    • Next - Uses the Increment and Time Level values to specify a time period after either today's date or the start of the next period.
    • To Date - Use the Time Level value to specify the time period from the beginning of the Time Level value up to today's date. For example, Month to Date retrieves data from midnight of the first day of this month up until the current date and time (that is, Today).
  • Increment - Specifies the increment of the unit of time to use for the filter.
  • Time Level - Specifies the unit of time to use for the filter.
  • Relative To - Specifies whether the filtered data is relative to Today, Start of Next Period, or End of Last Period.

Limitations: You can apply a relative time filter only to date columns that already exist in the data source, not to derived columns such as Year, or Quarter. The relative time filter type supports Date and DateTime column types.

Slider

A slider filter can be used to animate visualizations and show dynamically how your data changes over a given dimension such as time. A slider filter can be applied to text, uncountable values, and dates.

Availability: Slider filters are only available for dashboard filters. See Filter and Animate Visualizations using a Slider Dashboard Filter.

Properties:
  • Font - Value and Label
  • Auto Play - On, Off, Speed, and Repeat
For more information about these properties, see Dashboard Filter Control Properties.
Limitations:
  • You can't disable a slider filter.
  • Parameter binding isn't available for slider filters.

To change the filter type of an existing filter, see Change the Filter Type.

The following filter options are also available in Oracle Analytics:

Filter Properties

You can customize the appearance and functionality of filters in Oracle Analytics by setting the filter properties. The options available depend on the filter scope, filter type, and other property settings.

Dashboard Filter General Properties

You can modify these properties found under the General tab in the Properties panel to customize the appearance of your dashboard filters visualization.

These properties are available depending on the filter type and other property settings you're using.

Property Description
Title

Specifies whether the visualization title is displayed and how it's generated.

Options
  • Auto - Generates a title based on the column names used in the visualization.
  • Custom - Lets you create your own title.
  • None - Doesn't display a title.
Title Font

If the Title property is set to Auto or Custom, specifies the font formatting used for the visualization title.

Options - The default is Auto, or you can modify the following properties:
  • Font
  • Size
  • Style
  • Color
Title Tooltip

If the Title property is set to Auto or Custom, specifies whether the visualization title is displayed in a tooltip and how it's generated.

Options
  • Auto - Uses the visualization title
  • Custom - Lets you create your own tooltip title.
  • None - Doesn't display a title.
Filter Style

Specifies how the filter controls are displayed.

Options
  • Standard - Displays the name of the filtered data element above the filter selector.
  • Filter Chip - Displays dashboard filters in a compact style where the filter selector is hidden. This option merges the filtered data element name and the filter selector and provides a count of any selected values.

See Change the Dashboard Filter Style.

Show Values If the Filter Style is set to Filter Chip, specifies whether the filter values are displayed. You can hide the filter values when you need canvas space.
Label Font

Specifies the font formatting used for the filter control labels.

Options - The default is Auto, or you can modify the following properties:
  • Font
  • Size
  • Style
  • Color
Label Location

Specifies the placement of the filter control labels in relation to the filter selectors.

Options
  • Before
  • After
  • Above
Values Font

Specifies the font formatting used for the values displayed in the filter selectors.

Options - The default is Auto, or you can modify the following properties:
  • Font
  • Size
  • Style
  • Color
Orientation

Specifies the orientation of the visualization itself.

Options
  • Vertical
  • Horizontal
  • Auto - Automatically chooses the orientation based on the visualization's position and the space available on the canvas.

See Change the Orientation of Dashboard Filters.

Wrap

Specifies whether the filter controls stay on one line or wrap within the visualization.

Max Control Width

Specifies the maximum width of the filter controls within the visualization as displayed to end users in the dashboard.

Options
  • Auto
  • Fill
  • Custom - You can specify a width of 121 or greater.
Control Style

Specifies the formatting of the filter controls.

Options - The default is Auto, or you can select Custom to modify the following properties:
  • Color - Changes the color of the filter selectors.
  • Transparency - Changes the transparency of the color applied to the filter selectors.
  • Outline - Hides or displays the outline for the filter selectors.
Buttons

Specifies whether the Reset or Apply buttons are available for end users to use when selecting dashboard filters.

Options
  • Reset - End users can click the button to clear their filter value selections and reset the filters to their original state.
  • Apply - If the Apply button is visible, filter value selections aren't applied until the user clicks the button.
Align

Specifies the alignment of the filter controls inside the dashboard filters visualization.

Visibility Parameter

Specifies whether the visualization is always displayed or conditionally hidden for the end user based on the selected value of a parameter. For more information, see Use a Parameter to Conditionally Show or Hide a Visualization.

Background

Specifies the formatting of the visualization background.

Options - The default is Auto, or you can click Custom to modify the following properties:
  • Fill Color - Changes the background color.
  • Color Transparency - Changes the transparency of the color applied to the background.
  • Image Source - Adds an image as the background using either a URL or an uploaded file.
Border

Specifies whether the visualization has a border and the format of the border.

See Set Visualization Border Properties.

Shadow

Specifies whether the visualization has a shadow and the format of the shadow.

See Set Visualization Shadow Properties.

Size and Position

If the canvas layout is set to Freeform, specifies the size and position of your visualization on the canvas.

Options
  • Width
  • Height
  • X Position
  • Y Position

Dashboard Filter Date/Time Properties

You can modify these properties found under the Date/Time tab in the Properties panel for dashboard filters visualizations that use a date or time column.

Property Description
Show By For date columns in a dataset, specifies the time intervals in which the filter values available to select are displayed.
Format Specifies the format of the values based on the selection for Show By.

Dashboard Filter Control Properties

You can modify these properties found under the Filter Controls tab in the Properties panel to customize the appearance and functionality of your dashboard filters visualization.

These properties are available depending on the filter type and other property settings you're using.

Property Description
Filter Type

Specifies the type of filter to use based on the data element you're using as a filter.

See Filter Types.

Label

Specifies how the filter control label is generated and whether it's displayed.

Options
  • Auto - Generates a label based on the data element being used as the filter.
  • Custom - Lets you create your own label.
  • None - Doesn't display a label.
Value Font

If the filter type is Slider, specifies the font formatting used for the values displayed in the slider filter control.

Options - The default is Auto, or you can modify the following properties:
  • Font
  • Size
  • Style
  • Color
Slider Label Font

If the filter type is Slider, specifies the font formatting used for the slider filter control label.

Options - The default is Auto, or you can modify the following properties:
  • Font
  • Size
  • Style
  • Color
Play

If the filter type is Slider, specifies whether the slider filter control is animated automatically.

Options - If Play is set to On, the following options are available on the slider filter control:

  • Speed
  • Repeat

See Filter and Animate Visualizations using a Slider Dashboard Filter.

Multi Select

If the filter type is List or Checkbox / Radio Button, specifies whether more than one value can be selected in the filter control.

See Disable Multi Select for Filters.

Custom Values

If the filter type is List Box, specifies whether users can type a value into the filter's value selection field.

Null Selection

If the filter type is List Box or Checkbox / Radio Button, specifies whether the <NULL> option is included in the filter's value selection list. For list filters, the Nulls option is available in the filter dialog.

See Include Null Filter Values.

Exclude Selection

If the filter type is List Box or Checkbox / Radio Button, specifies whether values selected in the filter's value selection list are excluded or not. For list filters, the Exclude option is available in the filter dialog.

See Exclude Selected Filter Values.

Default Value

If the filter type is List, List Box, or Checkbox / Radio Button, specifies whether the filter control has a default value and what it is.

Options
  • First in List
  • Custom
  • None
Selection Required

If the filter type is List, List Box, or Checkbox / Radio Button, specifies if the user is required to select a filter value.

Limit Values By

Specifies how the dashboard filter control gets its selection values.

See Specify Limit Values for Dashboard Filters.

Visible Values

If the filter type is Checkbox / Radio Button, specifies how many value selection options are displayed.

Options
  • Fit - Displays the first 50.
  • Custom - You can choose a number to display from 1-50.
Selection Parameter Binding

If the filter type is List Box or Checkbox / Radio Button, specifies whether a parameter is bound to the filter. For all other filter types, the Bind to Parameter option is available in the filter dialog.

See About Binding Parameters to Filters.

Excludes Mode Parameter Binding

If the filter type is List Box or Checkbox / Radio Button, specifies whether the filter excludes data values and is bound to an excludes parameter. For list filters, this option is available in the filter dialog.

See Create and Bind a Parameter to Exclude Filter Values.

Dashboard and Visualization Filters Properties

You can modify these properties found under the Filters tab in the Properties panel for dashboard filters visualizations and for visualizations using visualization filters.

These properties are available depending on the visualization, filter type, and other property settings you're using.

Property Description
Visualization Filter Bar

Specifies whether the Visualization Filter Bar is displayed on the visualization.

To hide individual filters in the Visualization Filter Bar, see Show or Hide a Visualization Filter in Present.

Use as Filter

Indicates whether a visualization is used as a filter on the canvas. The Use as Filter icon is green when the visualization is active as a filter.

See Use a Visualization as a Filter.

Show Filter Toggle

Specifies if the Use as Filter icon is visible on the visualization itself when the visualization is being used as a filter.

Titles Font

Specifies the font formatting used for the filter labels.

Options - The default is Auto, or you can modify the following properties:
  • Font
  • Size
  • Style
  • Color
Selections Font

Specifies the font formatting used for the displayed filter values.

Options - The default is Auto, or you can modify the following properties:
  • Font
  • Size
  • Style
  • Color
Label

Specifies how the filter label is generated and whether it's displayed.

Applies to visualization filters.

Options
  • Auto - Generates a label based on the data element being used as the filter.
  • Custom - Lets you create your own label.
  • None - Doesn't display a label.
Multi Select

Specifies whether more than one value can be selected if the data element being used as the filter is text, uncountable values, or dates.

Applies to visualization filters.

See Disable Multi Select for Filters.

Filter This Viz By Indicates what the visualization is filtered by. The options available include workbook, canvas, and dashboard filters, and selection steps.
Apply This Filter To

Specifies which visualizations the dashboard filters apply to.

See Apply a Dashboard Filter to Visualizations on the Canvas.

How the Number of Datasets Affects Filters

Filters can interact differently with visualizations depending on the number of datasets and whether the datasets are joined.

If there's a single dataset in a workbook, and you add a filter, there are no restrictions on which data the filter applies to.

If a workbook contains multiple datasets, make sure that they're joined if you want to use data elements from one dataset as filters in your workbook. Filters based on data elements from one dataset don't work on visualizations using data from another dataset if the datasets aren't joined.

How Filters Limit Each Other

You can set the limit values properties for filters and selection steps at different levels in a workbook. Carefully designing how they behave and interact provides the end user with filters and selection steps that contain predictable and intuitive values to choose from.

Limit Values Setting Levels

Before you add filters and selection steps to your workbook, it's important to understand how the limit values settings cascade and affect each other.

Level Location Description
1 Console

Your administrator sets the Oracle Analytics Default Limit Values By for Filters system setting.

This is the highest-level limit values setting and is applied to all workbooks. You can override this setting at various levels within a workbook.

The option chosen by the administrator is used as the default setting in the workbook filter bar.

2 Workbook filter bar

The workbook filter bar inherits the system setting by default but you can use the Limit Values By setting for the filter bar to override the system setting.

The setting you specify in the workbook filter bar is applied to all filters and selection steps in the filter bar.

See Specify Limit Values By for the Workbook Filter Bar.

3 Individual filters and selection steps in the workbook filter bar

Any filters and selection steps that you add to the filter bar inherit the Limit Values By setting selected for the filter bar.

You can select an individual filter or selection step and use Limit Values to override the filter bar's setting for that particular item.

This setting level isn't available for individual parameters used in the filter bar.

See Specify Limit Values for Workbook and Canvas Filters and Selection Steps.

4 Dashboard filters

Dashboard filters are limited by the workbook or canvas filter selections depending on the Limit Values By setting on the filter bar and the Limit Values setting on the individual workbook or canvas filters.

You can select an individual dashboard filter and use Limit Values to override the workbook or canvas filters' or workbook filter bar's setting.

This setting level isn't available for parameters used as dashboard filters.

See Specify Limit Values for Dashboard Filters.

5

Visualization filters

Visualizations display data according to the limitations you set for any existing workbook, canvas, and dashboard filters. If you add a visualization filter for the same column as a dashboard filter or a filter in the filter bar, the visualization filter is limited by the filter selections for that dashboard filter or filter in the filter bar.

Limit Values Setting Options

The following options are available depending on whether you're configuring the Limit Values By setting for the workbook filter bar, or the Limit Values setting for individual filters and selection steps in the filter bar or for dashboard filters.

Option Description
Default

For the filter bar, uses the Default Limit Values By for Filters system setting that your administrator set.

For individual workbook or canvas filters in the filter bar, uses the Limit Values By setting from the filter bar.

Doesn't apply to selection steps.

For dashboard filters, uses the Limit Values By setting from the filter bar. Or if the canvas contains a workbook or canvas filter and a dashboard filter that use the same column, the default uses the Limit Values setting for the workbook or canvas filter.

This option is enabled by default for workbook, canvas, and dashboard filters.

Auto

For both the filter bar and individual workbook or canvas filters in the filter bar, limits the filter selection values by the other filter selections in the filter bar.

Doesn't apply to selection steps.

For dashboard filters, limits the filter selection values by the other dashboard filter and workbook or canvas filter selections.

None

For both the filter bar and for individual filters and selection steps in the filter bar, doesn't limit the selection values by the other selections in the filter bar.

For dashboard filters, doesn't limit filter selection values by the other dashboard filter and filter bar selections.

Filter Name

For individual filters and selection steps in the filter bar, uses the selected selection step, workbook, canvas, or dashboard filter's selections to limit selection values.

For dashboard filters, uses the selected selection step, workbook, canvas, or other dashboard filter's selections to limit selection values.

You can choose more than one.

Example Using Filters

Suppose you have the following filters in your workbook:
  • Workbook (pinned) filters: Customer Segment and Customer Name
  • Dashboard filters: Customer Segment and City
  • Visualization filter: Ship Date
If the filter bar's Limit Values By is set to Auto and you select values for the Customer Segment workbook filter:
  • Only the customer names associated with the chosen customer segments are available for selection in the Customer Name workbook filter. You can override this by setting the Customer Name workbook filter's Limit Values to None or another specific filter.
  • The Customer Segment dashboard filter inherits the values selected for the Customer Segment workbook filter. You can override this by setting the dashboard filter's Limit Values to None or another specific filter.
  • Only the cities associated with the chosen customer segments are available for selection in the City dashboard filter. You can override this by setting the dashboard filter's Limit Values to None or another specific filter.
  • Only the ship dates associated with the chosen customer segments are available for selection in the Ship Date visualization filter. You can't override this at the visualization filter level.

About Filter Personalizations

User selected dashboard or visualization filter values persist when the user closes and reopens the workbook.

Filter personalizations save end users time because they can pick up where they left off with the workbook and don't have to set filter values for their data each time they open the workbook. While in the workbook, end users can click Revert all changes to change the filter values back to the values set by the workbook's author.

If you're a workbook author and change filters, this is how those changes impact personalizations:

Change Impact
Add filter Retains user personalizations.
Hide filter Retains user personalizations.
Disable filter Removes user personalizations.
Delete filter Removes user personalizations.

By default, personalizations are enabled for each workbook. As a workbook author, you can update the workbook's presentation flow to specify if the filter values persist when the user reopens the workbook. See Specify Personalization Options in Present.

Note:

Administrators can switch off workbook personalization for the entire organization using the system setting Enable Personalization in Workbooks. See System Settings - Enable Personalization in Workbooks.

For information about sharing a workbook URL that users can use to view the workbook with specific filter selections persisted, see Share a Workbook URL with Persisted Filter Values.

Ways to Use Parameters with Filters

In Oracle Analytics, you can use parameters and filters together to dynamically manipulate the data in your workbook.

Use parameters and filters together in the following ways:

If you use a parameter as a filter, keep in mind that parameters have a limit of 10,000 available values that can be cached and also a limit of 1,000 initial values.

You can also use a parameter and a filter together to conditionally show or hide visualizations on a canvas based on a user's selections. See Use a Parameter to Conditionally Show or Hide a Visualization.