Use The Filter Snippet Sidebar Menu

This applies to: Visual Data Discovery

Use the filter snippet sidebar menu to:

  • Define data settings for the filter snippet
  • Define filter snippet settings
  • Adjust widget settings for the filter snippet

To access the filter snippet sidebar menu, select Settings from the menu (). The filter snippet sidebar opens.

Use this work area to define filter snippet data settings Use this work area to define filter snippet options Use this work area to define widget settings Use this work area to view and manage comments Use this work area to set time conditions for this filter

If this is a new filter snippet, default settings are shown. If this is an existing filter snippet, current settings are shown.

If you are editing a filter snippet that references unavailable sources or fields, an Unavailable message is shown in the affected drop down. Select a new source or fields as needed.

Data Settings Tab

Adjust the data settings for this filter snippet, then select Apply as needed to apply your changes to the filter snippet.

Setting Description
Data Type Select a data type to filter: Attribute, Time, or Number. If you select Time, you can set conditions for the time spans Between or Not Between in the widget itself.
Operator Select an operator to use: Include or Exclude for Attribute and Number data types depending on whether you want to include or exclude the value from the data. Select Between or Not Between for Time data types, then define the conditions for time spans in the widget itself.
Source Select an available source to use. After you select a source, you can select an available field from that source.
Field Select an available field to use in this filter snippet.

Filter Snippet Settings Tab

Adjust the filter snippet settings in this work area. Save the dashboard to save your changes.

Setting Description
Display Style

Select Fixed List to display all available selection items in a selection list.

  • If you select Fixed List along with Single Number of Selections, users see a list of items and can select one.
  • If you select Fixed List along with Multiple Number of Selections, users see a list of items and can select multiple.

Select Dropdown List to display all available selection items in adrop-downlist.

  • If you select Dropdown List along with Single Number of Selections, users can filter or scroll through a list of items and can select one.
  • If you select Dropdown List along with Multiple Number of Selections, users can filter, select, and scroll through a list of items and can select multiple values.
Number of Selections

Specify whether only one or multiple data values can be selected in the filter snippet. Select Single to allow users to select only one data value; select Multiple to allow users to select more than one value.

  • If you select Fixed List along with Single, users see a list of items and can select one value.
  • If you select Dropdown List along with Single, users can filter or scroll through a list of items and can select one value.
  • If you select Fixed List along with Multiple, users see a list of items and can select multiple values.
  • If you select Dropdown List along with Multiple, users can filter, select, and scroll through a list of items and can select multiple values.
"No Selection" Label

Visible when the Single option for Number of Selections is selected.

Enter text to display when no values have been selected. Default text is None.
Placeholder Text

Visible when both the Dropdown List and Multiple options are selected.

Enter text to display in the Search field when no values have been selected. Default text is Search.
Filter Values On

Visible when the Multiple option for Number of Selections is selected.

  • Select Change to apply the filter snippet to connected visuals as selections are made.
  • Select Submit to apply the filter snippet to connected visuals when a user selects Submit.
Submit Button Text

Visible when the Submit option for Filter Values On is selected.

Enter text to display for users to apply the filter snippet to connected visuals. Default text is Submit.

Widget Settings Tab

Adjust the widget settings for this filter snippet, then select Apply as needed to apply your changes to the filter snippet. Save the dashboard to save your changes.

Setting Description
Display Name The display name for this filter snippet. Change here or edit directly in the widget.
Description An optional description for this filter snippet. Blank by default. Maximum 750 characters.
Header

Adjust the header behavior. The default setting is

  • Show: display the header at all times. Default setting.

  • Show on Hover: hide the header in Viewer mode unless users perform a hover action over the widget.

  • Hide: completely hide the header from visibility in Viewer mode.

Position Adjust the position of the widget content in the cell (widget footprint in the dashboard) to align vertically and horizontally as appropriate within the space. Select center, top, or bottom as needed.