Apply Group Filters
You can use group filters to filter the aggregated result set of a visual. Group filters are filters based on metrics and custom metrics, rather than fields (row-level filters).
Group filters are applied in the same way row-level filters are applied. Using group filters, you can filter on saved custom metrics that are not applied to your visual. Remember that metrics and custom metrics can be limited at the data source level. If the Filters sidebar does not display all fields, refresh the field at the data source to display all elements within the data.
The following visual styles do not support group filters:
- Arc gauges
- KPI charts
- Histograms
- Marker maps
- Tables of raw data
Global dashboard filters do not include group filters that may be applied to the visuals in the dashboard, even if all the visuals on the dashboard use the same data source. You also cannot apply a group filter to your dashboard; only row-level filters can be applied globally to a dashboard.
When working with multiple filter types, row-level filters are applied first to a visual and group filters are applied last on the aggregated result set.
Apply a Group Filter from a Metric
Suppose you want to find product sales greater than $200,000 for the last quarter within the greater Sydney area. You might create a group filter using the following steps. This example requires that you have already applied a row-level filter for the city of Sydney.
Group filters can only be applied from a specific visual. They cannot be applied to a dashboard.
To create the group filter:
- Select the visual's filter icon (
) or select Settings from the visual menu (
) and then select
on the sidebar menu.
The Filters sidebar appears showing any filters that have been applied.
- Select Add Filter.
- Select the Group tab and select the numeric field Sales on the tab.
The Range tab appears in the Filters sidebar. By default, the Aggregation function is set to Sum. You can select other values from the drop-down list.
- Select the Greater Than operator in the Operator selection box. This allows you to input a threshold value, rather than a value range.
- Specify a threshold value of 200000 in the Value box.
- Select Apply.
- After the visual updates, select Group and then select Product Category. This displays all sales of products totally over $200,000.
- Remember to save your filter.