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Quick BI:Filters

Last Updated:Apr 18, 2023

This topic describes how to use filters to filter data. When you edit a dashboard or workbook, you can use a filter to obtain the required data from a dataset. You can filter data of the string, numeric, and date types.

Filter data of the string type

This example shows how to obtain municipalities from the values of the province field.

Filter data to obtain municipalities

  1. In the Filter section, click the 过滤icon next to the province field and set the filter scope. image

  2. Configure the filter based on your business requirements.

    Parameter

    Description

    Example

    Filter Method

    Valid values: By Condition and By Enumeration.

    By Enumeration

    Conditional Form

    Value values: Single Condition, OR, and AND.

    Note

    You need to configure Conditional Form only when Filter Method is set to By Condition.

    N/A.

    Method

    Valid values: Single Choice and Multiple Choice.

    Note

    You need to configure Query Mode only when Filter Method is set to By Enumeration.

    Multiple choice

    Filter conditions

    You can set the filter condition based on your business requirements.

    Shanghai, Tianjin, Beijing, Chongqing

  3. When you set Filter Condition, you can click Quick input to enter the required fields.

    Alternatively, add the required city name from the list, as shown in the following figure. image

    In the Field pane, you can perform the following operations:

    • Enter a keyword in the search box and click the field name that appears to add it to the Added section on the right.

    • Click Add all field values on the left to add all the field values to the Added section on the right.

    • Select field names on the left side of the Field page to add them to the Added section on the right.

    • Select Exclude at the bottom of the Added section to exclude the selected field values from the Added section.

    • Click Clear to clear the Added section.

  4. After you set the parameters, click OK.

  5. Click Update. The chart is updated based on the filter settings.

Filter data of the numeric type

You can specify a value range in the filter. For example, you can specify an order quantity that ranges from 50,000 to 100,000. The chart displays data based on the specified range.

Filter data within a specified profit range

  1. In the Filters section, click the 过滤icon on the right side of the Profit Amount field to specify the filter range. image

  2. In the Set Filter dialog box, configure a filter condition. For example, you can set Filter Condition to >(Greater than), <(Less than), or =(Equal to). image

  3. After you set the parameters, click OK.

  4. Click Update. The chart is updated based on the filter settings.

Filter data of the date type

You can use filters to filter data that is generated within a specified time range. For example, the order amount of each region in the previous three days is filtered out.

Note

The filter condition that you specified can be accurate to the second.

Filter order date (day)

  1. In the Filter section, click the imageicon to the right of the day) field. image

  2. Configure the filter based on your business requirements.

    Parameter

    Description

    Example

    Filter Method

    Supports single-day and daily intervals.

    daily interval

    Interval Type

    Valid values: Start At, End At, and Time Interval.

    Note

    You need to configure Interval Type only when Filter Method is set to Year Interval.

    Time Interval

    Filter conditions

    You can select Relative Time or Exact Time.

    Relative

    image
    Note

    When setting the relative time, the granularity selection of T supports the drop-down selection of all granularities included in the current time granularity. If the current time granularity is year-month-day, you can switch the three granularities of year, month, and day from the drop-down selection. If the current time granularity is year-month-day-hour-minute-second, you can set the granularity of T to year, month, day, hour, minute, and second.

  3. After you set the parameters, click OK.

  4. Click Update. The chart is updated based on the filter settings.