Bar Charts & Highlight and Slicing Filters (2)

 

This tutorial will guide you through the creation of some bar charts and demonstrate slicing filters and highlight filters.

 

On the Analytics Dashboard and select and open the dashboard you created in the earlier tutorial.

Indicator Widgets & Understanding Filters (1)

Add a column chart.

1. Click the + Widget button to add a widget to the dashboard

2. Click the Select Data button

3. Type DIN or scroll through the list to find DIN. Do not click it.

4. Hover over DIN and it will be selected.  Click the “More…” menu on the far right of the field.

5. Select Count Unique from the menu.

6. Click + to add more data

7. Type Indexed Date or scroll through the list to find Indexed Date. Do not click it.

8. Hover over Indexed Date and it will be selected.  Click the “More…” menu on the far right of the field.

9. Select Months from the menu.

Observe the system automatically changed the visualization from an indicator widget to a Line Chart

10. On the left change the visualization type from Line Chart to Column Chart

Note that if you hover over the icons on the left it will describe each option.

 

11. Select Add Title at the top left corner and change the title of the widget to “Highlight Filter”

12. Click the Create button in the bottom right corner.

13. Adjust the Dashboard filter on Status to see how the new column chart is affected.

14. When you are done change the filter back to Pending Approval.

 

Outcome You have added a column chart to your dashboard.

 

Using the Highlight Filter

In this step we will examine how highlight filters work and how they affect the other widgets on the dashboard.

1. Click one of the columns in the Column Chart titled “Highlight Filter”.

Observe:

• The other columns in the chart have faded. This highlights the selected column.
• That the counts in the “No Dashboard Filter” Indicator widget have not changed, as dashboard filters do not impact it. 
• That the counts in the other indicator widgets have been reduced. They are showing the number of documents for the selected month.
• Selecting the column has added a dashboard filter with an indexed date for the selected month.
• In the tile bar for the column chart, there is an option to Clear selection

2. Click Clear Selection from the Widget Title bar

 

Observe:

• That the filter for Indexed Date remains on the list of Dashboard filters.  And changed to “Include All”
• That all of the widgets have updated to show all data.

You can select multiple columns by clicking and dragging or by using Ctrl + Click.

 

3. When you are done change the filter back to include all data or delete the Indexed Date filter.

 

Outcome & Learnings You have configured the Column widget as a highlight filter. With highlight filters the other data remains visible within the widget while the selected data is highlighted.

 

Add a Column chart with a Slice Filter

In this step we will duplicate the column chart and modify its behavior to be a slice filter.

 

1. In the top right corner of the Column widget titled “Highlight Filter” select the menu and choose Duplicate. 

2. This will create a second widget that is identical to the first.

3. Change the Dashboard filter and observe that it effects both widgets.

4. On the second Indicator widget click the Pencil icon to edit the widget.

 

5. Change the name of the Widget to “Slice Filter”On the right side bar select Filters.

6. Change the radio button to Slice/Filter

7. To save the changes to the Widget click the Apply button at the Top of the screen.

 

Outcome You have added a second Column widget to your dashboard and configured it to behave as a Slice/Filter.

 

Using the Slice Filter

In this step we will examine how slice filters work and how they affect the other widgets on the dashboard.

1. Click one of the columns in the Column Chart titled “Slice Filter”.

Observe:

• That the other columns in the chart have disappeared, focusing attention on only the selected column.
• That changes to this widget are also affecting the “Highlight Filter” Column Chart and vice versa.  They are filtering on the same data.
• That the counts in the “No Dashboard Filter” Indicator widget have not changed, as dashboard filters do not impact it. 
• That the counts in the other indicator widgets have been reduced. They are showing the number of documents for the selected month.
• Selecting the column has added a dashboard filter for an indexed date for the selected month.
• In the tile bar for the column chart, there is an option to Clear selection

2. Click Clear Selection from the Widget Title bar.

Observe:

• That the filter for Indexed Date remains on the list of Dashboard filters and has changed to “Include All”
• That all of the widgets have updated to show all data.

You can select multiple columns by clicking and dragging or by using Ctrl + Click.

 

3. When you are done change the filter back to include all data or delete the Indexed Date filter.

 

Outcome & Learnings Slice/Filters behave like dashboard filters and affect other widgets the same as dashboard filters.

 

Disable Widget Driven Dashboard Filter

In the prior steps we saw how selecting a column in the chart applied a filter to the dashboard that affected other widgets.  In this step we will disable that connection.

1. Select the menu for the Slice Filter Column chart widget.

2. Uncheck Widget affects dashboard filters.

3. Click one of the columns in the Column Chart titled “Slice Filter”.

Observe that clicking on a column no longer has the option to select the column and filter the data.

4. Return to the Widget menu and select Widget affects dashboard filters.

Outcome & Learnings You can define whether a Slice/Filter affects dashboard filters and affects other widgets.