Intelligent Data Insight
Intelligent Data Insight
- Documentation
Intelligent Data InsightDataWind User GuideDashboard Construction and ViewingDashboard EditingLeft Control Area Operation of the DashboardFiltering
Copy page
Download PDFCopy pageDownload PDFThe dashboard's filtering features allow users to set filter conditions for one or multiple charts within the dashboard using four types of controls: global filter, dynamic dimension/metric, global parameter, and query container. These features meet data analysis and chart display requirements across various business scenarios. This article provides a detailed explanation of each control's functionality, usage scenarios, operation steps, and special configurations.
Filtering refers to users being able to set filter conditions for one or multiple charts within the dashboard using filtering features, making it easier to perform data analysis and chart display for various business situations. The dashboard editing page offers the following four types of filtering controls.
Control name | Control introduction | For more information, see |
|---|---|---|
Global filter | Filters that can be applied to multiple tables simultaneously allow users to filter multiple charts within the dashboard without having to configure each one individually. | |
Dynamic dimensions/metrics | Enable switching between dimensions and metrics to quickly meet the needs of different users for various dimensions and metrics. | |
Global parameters | Common parameters that take effect across multiple tables, allowing users to filter multiple charts within the dashboard without having to configure each one individually. | |
Query container | Some of the controls above may be bound to only one field, while others may be bound to multiple fields. Since only one container can be pinned to the top, displaying them on the dashboard may look uncoordinated and less visually appealing. In this case, the query container can be used to place different components in the same container, making the layout both attractive and easy to use. This container can accommodate all three types of controls mentioned above at the same time. | For more details, see the query container section in the Quick Start part of this document. |
Common usage scenarios
Global filter
Use a single filter to control options for multiple charts.
warning
- The format of the control fields must be consistent; however, the field values and datasets used can be different.
- When users purchase and deploy VeCDP at the same time, the global filter supports VeCDP audience packages.
Dynamic dimension/metric
Dynamic Dimensions and Dynamic MetricsEnables quick switching of the current dimension and metric of a chart without modifying the chart itself. Global dynamic dimension/parameter allows simultaneous switching of dynamic dimensions/parameters for all bound charts on the dashboard, quickly meeting different users' needs for various dimensions and metrics.
Dynamic parameter
When multiple charts use the same parameter, a global parameter filter can be created to adjust parameter values for multiple charts simultaneously, reducing repetitive operations.
warning
Global parameters require that the parameters associated with multiple charts are the same.
Query container
The query container can simultaneously hold global filters, dynamic dimensions/metrics, and global parameters, enabling placement of all three components within a single container.
The query container supports custom ordering for parameter selection, dynamic dimension, dynamic metric, and global filter components.
Usage example
Global filter
- Go to the dashboard editing page and click "Global Filter" in the control bar on the left to open the global filter configuration page.
- Select the associated charts and the required filter fields.
- Configure the public filter, such as default filter conditions, filter method, filter style, and so on.
- Modify the filter name, choose whether to pin the public filter to the top, or click the "+" icon to add more filters. After configuration is complete, save the dashboard.
- After saving the dashboard, the public filter will be available for use.
tip
Starting from version V2.87.0, users can directly modify the filter criteria for numeric filters.
Public dynamic dimension/metric filter
- On the dashboard editing page, click "Dimension/Metric" in the component bar on the left to open the global dynamic dimension/metric configuration page.
- Select the charts to associate and the corresponding dynamic dimensions/metrics.
- Select the default dynamic dimension/metric, choose the required style, and click Confirm.
- The options in dynamic dimensions/metrics are the union of all dynamic dimensions/metrics associated with the charts.
- After configuration is complete, save the dashboard for the global dynamic dimensions/metrics to take effect.
Global parameters
- Go to the dashboard editing page, select "Dynamic Parameter" in the control bar on the left to open the global parameter configuration page.
- Click "Add Parameter", select the parameter to bind, style, control visibility, and so on. After configuration is complete, click the Complete icon.
- You can continue to click "Add Parameter" to configure multiple global parameters. After configuration is complete, click Confirm.
- After configuration is complete, save the dashboard to control the parameters of all bound charts through the global parameter.
Query container
A query container can simultaneously contain a global filter, dynamic dimensions/metrics, and global parameters.
- Go to the dashboard editing page, click Query Container in the component bar on the left, and a query container will be generated on the dashboard.
- Click the upper right corner of the query container to add the required components. From left to right, these are: global filter, global dynamic dimension/metric, and global parameter. You can also identify them by their icons.
- Configure the global filter, dynamic dimension/metric, and global parameter as needed.
The global filter is one of the controls for filtering and screening. It can be applied to multiple tables at the same time, allowing users to filter multiple charts within the dashboard without configuring each one individually, thereby enabling data analysis and chart presentation. For more information, see Global Filter.
Same dataset
When using the same dataset, the enumeration values for dynamic dimensions/metrics default to the union of all dynamic dimensions/metrics associated with the charts.
Different datasets
When using different datasets, you can establish associations between fields from different datasets.
Control visibility
- If the control visibility is set to hidden, the public parameter will not be displayed on the dashboard.
