Global Filtering Configuration

Overview

Filtering is the basic component and important medium for data analysis in report scenarios.

Through filters, you can filter data for multiple visual charts in a report, allowing for flexible analysis and displaying of desired chart data in a report scenario.

For example, you may want to filter the relevant data of metric cards, line charts, and pie charts in a report at the same time.

• Select time conditions: 2023-03-20 to 2023-03-26; text condition: status = achieved.
• The associated charts display only the query results for the above conditions.

Time Filtering

Configure time filtering conditions

Add time filtering component

Click "Add Visual Component" - "Time Filtering" to add the component

Associated Charts & Fields

We will recommend the following sources of business models associated with filters by default, including:

• Event Analysis
• Retention Analysis
• Funnel Analysis
• Metric Analysis

For custom queries or imported tables, you can select the date type fields from the business model as needed.

Once the filters are associated with the charts, you can quickly view the associated charts by clicking the "Highlight" button.

Save & Exception

When the configuration page prompts an exception, it may prevent saving. Pay attention to the exception prompt and make corrections.

Business model deleted

After the business model is deleted, the page will display a red prompt. Correct the configuration before saving the filters.

Business model changed

If the business model has changed and the associated fields have been deleted or their types have been modified, the page will display a red prompt. Correct the configuration before saving the filters.

Incomplete filter configuration

This does not affect the configuration saving but is equivalent to the filter not being effective. It is recommended to associate it with a chart.

Use the time filter component for analysis.

Chart query

Actual query time

Explanation of "Total Mode":

For some business models using total mode, when filtering by time, the total data will be queried with the end time as the basis.

Multiple time filters

When multiple time filters are applied to the same chart,

• the query result will be displayed as an "intersection".
• If the intersection is empty, the chart will have no query result.

Time filter interaction

Click on the time filter component, different areas correspond to different time analysis needs:

Static time

1. Meaning

Refers to a static time point that does not change with the passage of operational time.

For example: on March 29th, setting the query date as "yesterday" will yield:

• March 29: Query data from March 28
• March 30: Still querying data from March 28

2. Used with "Quick Select"

Based on the current operating time, quickly select the time

For example: At this time, 6:53 PM on March 29, 2023

• Today: March 29
• Yesterday: March 28
• This week: March 27-29 (the current natural week)
• Last week: March 20-26 (the previous natural week)
• This month: March 1-29
• Last month: February 1-28
• Past 7 days: March 22-28 (the 7th day ago to the 1st day ago)

Dynamic time

1. Meaning

The date updates as the operation time progresses

For example: On March 29, if the query date is set to "Yesterday", then:

• March 29: Query data from March 28
• March 30: Query data from March 29
• ...

2. Select start and end time

As shown in the figure: Dynamic query of data from T-3 to T-2

3. Coordinate with "Quick Select"

In dynamic time mode, if a quick option is selected, there will be text prompts in the content area to indicate that dynamic time is selected.

Static/Dynamic hybrid

Under the "Dynamic Time" tab, it is possible to configure the start as static and the end as dynamic.

• It is suitable for incomplete data cycles or when data supplementation is not completed to restrict users from selecting excessively early time intervals.

Text filtering

Configure text filtering conditions

Add text filtering component

Click "Add Visualization Component" - "Text Filtering" to add the component

Filterable content

Main field mode

When the filter is associated with multiple charts (business models), one field needs to be selected as the main field

In the main field mode, the options of the text filter = dimension values of the main field

Automatic Analysis Mode

In the automatic analysis mode, if multiple chart fields from different business models are selected, the enum values of the filters will be concatenated with values from different fields instead of just taking the content of the primary field

It is applicable when the field values of a single model are incomplete and multiple models are needed to supplement the fields with the same meaning

For example:

• When configuring text filters: associated with the regions in business model A (including Shanghai) and the regions in business model B (including Beijing)
• When selecting filters: it will include options for both Shanghai and Beijing

Associated Charts & Fields

The charts that can be associated need to meet the following conditions:

1. The chart is configured with a business model
2. The current user has permission to access this business model
3. The business model has available text fields

After selecting the chart (business model), continue to select the text field to be associated:

Cascading Filters

For multiple completed text filters that have been configured, a data cascade relationship can be established between them to improve analysis efficiency

For example: In a report, there are three text filters for regions, provinces, and cities. When "North China" is selected for the region, only the options belonging to North China should be displayed for the province and city filters

Prerequisites

In order for cascading filters to work properly, the following conditions must be met:

1. The associated fields between parent and child filters must come from the same business model
2. The parent filter must have the business model where the main field of the child filter resides

If the above conditions are not met, the page will display the following prompt. You can refer to the conditions mentioned above to make the necessary configuration adjustments:

Configuration Method

1. Click the "Previous Level" or "Next Level" button to set the cascading levels of the filters, supporting up to 5 levels
2. Clicking "Next Level" will automatically associate it as the next level below the closest filter above
3. Deleting one level will dissolve and reset its child levels to the first level, while the parent structure remains intact

Analyze with Text Filters

Drop-down selection

Support search for option contents, select/deselect multiple options

Batch Input

Supports batch entry of values, suitable for analysis scenarios where batch pasting of ID, name, and other field values is required;

Needs to be separated by line breaks, supports input of up to 5000 values