Configure Filter Lines in Analytic Applications

You can create a filter line, which can be composed of multiple dimension member filters, either for an individual widget or a group of widgets in your analytic application.

Context

Filter lines let you filter data-bound widgets. There’re two modes in filter lines:

  • Individual Widget Filter, which can be applied to an individual widget in the application. The widget can be a chart, table or R visualization.

    The widget's local filters are also displayed. You cannot select the dimension members in it in design time.

  • Group Filter, which can be applied to multiple widgets in the application at one time. Supported widget types are charts and tables.

    You can preselect the members in it in design time.

Filter lines will display the selected members when it’s applied to the widgets. Otherwise, they appear empty.

Note

We recommend disabling the filter tokens of data-based widgets. The concept of the data based widget filter tokens and that of filter line don't align well with each other, so a simultaneous use could cause unexpected behavior.

To disable the filter tokens of a data-based widget, from the (More Actions) menu of the widget, select Start of the navigation pathShow/Hide Next navigation step Chart Details/Table DetailsEnd of the navigation path and uncheck Filters.

If you choose to define filter line for a group of widgets, filter line filters and each widget's local filter tokens can exist at the same time. The final filtering result of such widget will be the joint data range filtered by corresponding filter line filters and its filter tokens. And the filters of your filter line won't be affected if the widget's filter token changes.

Procedure

  1. From the Insert area of the toolbar, select Start of the navigation path Next navigation step Filter LineEnd of the navigation path to add a filter line to the canvas or popup.
  2. Select the filter line under the canvas or corresponding popup and then Designer.
  3. In the Builder panel, select a filter line mode.
  4. If you choose Individual Widget Filter mode, follow the steps below:
    1. Select a widget to be filtered.

      If you select an R visualization widget, additionally you need to specify the Input Data as the data source for dimensions in the filters.

    2. (Optional) Select Add Dimension to define one or more dimension member filters.

      If no dimensions are added, the local filters in the widgets will be the default ones.

    Note

    Changing the widget resets the dimension selection.

  5. If you choose Group Filter mode, follow the steps below:
    1. Select a data source for the filter line, for example, an SAP Analytics Cloud model.
    2. (Optional) Select Add Dimension to define one or more dimension member filters.
    3. You can define the default filters by Add Filters to select dimension members.

      If you've specified dimensions in the previous step, you can only select the members from them. If no dimensions are specified, all dimensions and members from the data source will be available.

    4. Choose the widgets you want to apply the filters to.

      By default they are all data-bound widgets from the selected data source. You can select specific widgets to be filtered.

Next Steps

Save and run the application. When you select (Set Filter), all the dimensions for filtering are displayed in the dropdown. After you've selected the dimension members, the filters are applied to the corresponding widgets, and the selections are displayed next to . You can remove or modify the filters:

Runtime Action

How to Perform

Remove filter

Hover over the filter and select .

Modify filter

Select the filter. A dialog pops up where you can make member selection changes.