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Intelligent Data Insight

Intelligent Data Insight

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    • Intelligent Data InsightDataWind User GuideVisualized Query and AnalysisFilter ConfigurationDimension Filter
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Filter Configuration
Dimension Filter
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Dimension Filter

Filtering is a fundamental part of data analysis. This article introduces multiple methods for performing dimension filtering on data in product charts.

Feature Overview

Filter modes

Mode overview

Exact filtering

Select or search for target values from the predefined options list to filter.

Conditional filtering

Dynamically filter data using logical operators.

Manual input

Paste directly or upload a CSV file to filter.

Subquery

Reference results from other charts as filter criteria.

Quick Start
  1. After dragging a dimension field into the "Filter" area, a settings panel will appear.
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  2. Switch to the desired mode and set the filter criteria.
    • No chart filter required
      After clicking Confirm, the filter criteria will take effect for the current chart.
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    • Chart filter required
      After selecting the checkbox "Show as chart filter" located at the lower left of the panel and clicking Confirm, the filter criteria will take effect and a filter control will be displayed on the page.
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      Display effect:
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Exact Filtering
  1. Click "Exact filtering" to enter the exact filtering parameter configuration page.
  2. By directly selecting or searching for filter content, you can view selected items (all items), configure options, sort options, select all, exclude, and perform other operations.
  3. Click "Confirm" to complete data filtering.

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The relevant parameter configuration instructions are as follows:

Parameters

Configuration instructions

Options area

The options list is displayed in the settings panel. You can select by checking boxes, or locate keywords through search and select them in bulk.

  • If the search does not return the corresponding option, press "Enter" to manually add the input content to the options.
  • Click "View selected options" to see the options you have already selected.
  • When there are many filter options, to ensure filter performance, options are displayed as samples. Click "More data items" to show all options.

Option settings

To configure the options list, use the option settings feature. If the settings are unsatisfactory, select "Clear settings".

  • Manual input
  • Subquery
  • From other datasets

Option sorting

To define the order of options, use the option sorting feature. The following is a description of the option sorting functionality:

  • Ascending: Options will be sorted alphabetically in ascending order
  • Descending: Options will be sorted alphabetically in descending order
  • Manual sorting: Specify the order of options manually

Select all

Select all options on the current page; can be used with the search function

Exclude

Implements the inverse selection effect, equivalent to "not in"

Display as chart filter

After checking "Display as chart filter", you can set the filter name. A dropdown list appears on the right, allowing you to choose the style of the filter control.

  • Multiple selection (dropdown): All options are displayed as a dropdown list, supporting multiple filter selections
  • Single selection (dropdown): All options are displayed as a dropdown list, supporting a single filter selection
  • Multiple selection (tile): All options are displayed in a tiled format, supporting multiple filter selections
  • Single selection (tile): All options are displayed in a tiled format, supporting a single filter selection

The following is a detailed explanation of the option configuration functionality:

Option setting types

Note

Manual input

You can add options by manual input or by uploading a CSV file, replacing the automatically read option list.
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Subquery

Options depend on a dimension field in another chart.
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warning

For performance reasons, it is recommended to keep the number of members below 50,000, that is, the number of members (rows or columns) returned by the subquery should not exceed 50,000.

From other datasets

From other datasets: Values are taken from other datasets (such as from a dimension table dataset).

Conditional Filter
  1. Click the "Conditional filtering" tab to enter the conditional filtering parameter configuration page.
  2. By manually entering or selecting filter content from a list, you can select operators, input conditions, and perform other operations.
  3. Click the "Confirm" button to complete data filtering.

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The relevant parameter instructions are as follows:

Parameter

Configuration note

Operator

  • String-type fields: Supports operators such as contains, does not contain, starts with, ends with, like, not like, is empty, is not empty, is empty string, is not empty string, and more;
  • Numeric-type fields: Supports =, ≠, >, ≥, <, ≤, in range, not in range, is empty, is not empty, and more;
  • Array-type fields: Supports operators such as contains (ArrayHas), does not contain (NotArrayHas), is empty, is not empty, and more.

tip

The display of operators for array-type fields varies depending on the scenario:

  • On the chart filter editor page and dashboard filter editor page, the operators are displayed as: Contains (ArrayHas) and Does not contain (NotArrayHas).
  • When using filters in actual business scenarios, the operators are uniformly displayed as: Contains and Does not contain.
  • Is empty and Is not empty indicate whether the entire array field is null, and do not indicate whether any element within the array is null.

Manual input and list selection

Filter items for conditional filtering support both manual input and list selection

  • Manual input: You can directly enter the text abc to perform a fuzzy match for data items containing abc, which is equivalent to like:%abc%
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  • List selection: You can manually select filter options from the enumeration values of the current field. Operators are supported, as well as "Option settings" and "Option sorting" in precise filtering.
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Display as chart filter

After selecting "Display as chart filter", you can set the filter name. A drop-down list is displayed on the right, allowing you to choose the style of the filter control.

  • Multiple selection (drop-down list): All options are displayed in a drop-down list, supporting the configuration of multiple filter options.
  • Single selection (drop-down list): All options are displayed in a drop-down list, supporting the configuration of a single filter option.
  • Multiple selection (tiled): All options are displayed in a tiled layout, supporting the configuration of multiple filter options.
  • Single selection (tiled): All options are displayed in a tiled layout, supporting the configuration of a single filter option.

The following is an introduction to the operators:

  • Operator table for string types:

    Operator

    Actual operation

    Example

    Contains

    like

    User input: Beijing, Shanghai.
    The corresponding SQL is:

    where `city` like ("%北京%","%上海%")
//which means "Beijing" and "Shanghai"

    Does not contain

    nok like

    User input: Beijing, Shanghai.
    The corresponding SQL is:

    where `city`  not like ("%北京%","%上海%")

    Starts with

    like

    User input: Bei, Shang.
    The corresponding SQL is:

    where `city` like ("北%","上%")

    Ends with

    like

    User input: Bei, Shang.
    The corresponding SQL is:

    where `city` like ("%北","%上")

    like

    like

    \

    not like

    not like

    \

    Is null

    is null

    \

    Is not null

    is not null

    \

    Is an empty string

    is empty

    \

    Is not an empty string

    is not empty

    \

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    Image

  • For numeric types, the operator list is as follows:

    Operator

    <

    ≧

    ≦

    Range

    Not in range

    Is null

    Is not null

tip

For numeric fields, the following operators are supported: <, >, =, ≠, ≥, ≤, range, not in range, is null, and is not null.
If "Range" or "Not in range" is selected, you also need to specify whether the range boundaries are open or closed intervals.

  • Operator instructions for array types

Operator

Actual meaning

Example

Contains (ArrayHas)

The target value exists in the array field.

If the user selects value A, it means the array field contains A.

Does not contain (NotArrayHas)

The target value does not exist in the array field.

If the user selects value A, it means the array field does not contain A.

Is null

array column is null

This means the entire array field is null.

Is not null

array column is not null

This means the entire array field is not null.

Manual Input

Users can copy content from Excel and paste it into the text box; the content will be divided into capsules according to the separator below the text box. Alternatively, users can upload a CSV file. Multiple uploads will overwrite previous uploads, with the latter replacing the former.
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If illegal characters appear in the content, the capsules will be highlighted in red.

Subquery

Dimension filtering supports the subquery feature, allowing users to use the query results from other charts as filter criteria for the current chart.
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The parameter configuration instructions are as follows:

Parameter

Configuration description

Select chart

Select a subquery chart.

  • By chart name: This is the default selection method. Fuzzy matching is used to retrieve charts by name.
  • By chart ID: Allows users to manually switch to this mode and precisely search by entering the chart ID or chart query link.

tip

  • If the entered chart ID or query link is incorrect or does not exist, the input box will turn red and display the prompt "Chart ID does not exist. Please re-enter."
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  • Supports recording the user's selection mode: After "By chart ID" has been selected, opening this dialog in the future will default to "By chart ID," preventing a return to the initial "By chart name" state.

warning

Charts with the following conditions are not supported as subquery charts:

  • Cannot reference itself
  • The included subquery charts must also have corresponding dataset read permissions
  • Cannot contain dynamic dimensions or metrics
  • Cannot use associated datasets
  • Cannot have parameter-bound fields

Select dimension

Select the subquery dimension field.

Advanced settings

You can set the maximum number of members allowed in the subquery.

warning

For performance reasons, it is recommended to keep the number of members below 50,000, that is, the number of members (rows or columns) returned by the subquery should not exceed 50,000.

Scenario example:

  • For example, suppose there are two datasets, A and B. Both dataset A and dataset B contain the "Order ID" field. The requirement is that the final filtered "Order ID" must meet the relevant filtering criteria of both dataset A and dataset B. In this case, the subquery feature can be used. First, use the fields in dataset A to filter a batch of "User IDs" in dataset A. Then, use the "Order IDs" of this batch of "User IDs" in dataset B for relevant filtering to obtain the final result.
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Operational steps:

  1. Create a chart under the current project and save it (you can view existing charts under the current project in "Project Center" - "Chart Management").
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  2. Create a new visual query, add fields to the filter, select the "Subquery" mode, and choose the subquery chart and corresponding fields.
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Configure the Filter

Filter style

After checking "Display as chart filter", a dropdown list appears on the right, allowing you to choose the style of the filter control.

  • Multiple selection (dropdown list): All options are displayed as a dropdown list and support setting multiple filter options
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  • Single selection (dropdown list): All options are displayed as a dropdown list and support setting a single filter option
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  • Multiple selection (tile): All options are displayed as tiles and support setting multiple filter options
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  • Single selection (tile): All options are displayed as tiles and support setting a single filter option
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Filter layout

Configuration entry: Located in the chart settings area on the left.
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Users can adjust the filter layout according to their needs. Two features are provided:

  • Title configuration
    • Horizontal arrangement
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    • Vertical arrangement
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  • Layout configuration
    • Compact
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    • Standard
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    • Relaxed
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Configure subfilters

When no subfilter is configured, different filter criteria do not affect each other. For example, in the figure below, "Province" is set to "Shanghai", but all options are still available in the "City" filter.
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To make the enumeration values in "City" dependent on the "Province" filter, configure "City" as a subfilter of the "Province" filter.
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After configuring the subfilter, only the enumeration values filtered by "Province" will appear in "City".
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Filter or condition

Click the small arrow on the filter to add an or condition. Drag the dimension into the corresponding position.
After adding, the filter criteria will be in an or relationship.
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Last updated: 2026.07.06 14:43:46