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:
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:
Limitations:
|
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:
Limitations:
|
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:
|
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:
|
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:
|
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:
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:
Limitations:
|
To change the filter type of an existing filter, see Change the Filter Type.
The following filter options are also available in Oracle Analytics:
- Expression Filter - An expression filter lets you define more complex filters using SQL expressions. See Filter Data Using an Expression Filter.
- Use as Filter - A visualization can be used to filter other visualizations on the same canvas. See Use a Visualization as a Filter.
- Selection Steps - Selection steps let you filter hierarchical columns in visualizations to refine the data displayed. See About Selection Steps.
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
|
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:
|
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
|
Filter Style |
Specifies how the filter controls are displayed. Options
|
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:
|
Label Location |
Specifies the placement of the filter control labels in relation to the filter selectors. Options
|
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:
|
Orientation |
Specifies the orientation of the visualization itself. Options
|
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
|
Control Style |
Specifies the formatting of the filter controls. Options - The default is Auto, or you can select Custom to modify the following properties:
|
Buttons |
Specifies whether the Reset or Apply buttons are available for end users to use when selecting dashboard filters. Options
|
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:
|
Border |
Specifies whether the visualization has a border and the format of the border. |
Shadow |
Specifies whether the visualization has a shadow and the format of the shadow. |
Size and Position |
If the canvas layout is set to Freeform, specifies the size and position of your visualization on the canvas. Options
|
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
|
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:
|
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:
|
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:
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. |
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. |
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. |
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
|
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. |
Visible Values |
If the filter type is Checkbox / Radio Button, specifies how many value selection options are displayed. Options
|
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. |
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. |
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. |
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:
|
Selections Font |
Specifies the font formatting used for the displayed filter values. Options - The default is Auto, or you can modify the following properties:
|
Label |
Specifies how the filter label is generated and whether it's displayed. Applies to visualization filters. Options
|
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. |
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. |
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. |
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
- Workbook (pinned) filters: Customer Segment and Customer Name
- Dashboard filters: Customer Segment and City
- Visualization filter: Ship Date
- 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.
- Bind a parameter to a filter to pass a selected filter value to the parameter everywhere it's used in the workbook. See Bind Parameters to Filters.
- Add a parameter to the workbook filter bar to set the parameter value for the workbook or canvas. See Use a Parameter in the Filter Bar.
- Add a parameter to a dashboard filter visualization as a filter control. See Use a Parameter as a Dashboard Filter Control.
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.