Interactiveness:

Linked Analysis:
All widgets in the Story: Now if click on the consumer segment and filter it will filter all the widgets
on Consumer segment and the restriction on segment is not only on one page if you have multiple
pages in the story all pages would get restricted to consumer segment.

All Widgets on the Page: By clicking on this option all you will be able to see Corporate Segment also
in the Segment chart even though you filter on consumer all the charts

Would still get filtered to Consumer. In our previous chart only consumer bar would be visible but, in
this case, both will be visible to enable this feature you have to enable the check

Box for Filter on Data point Selection highlighted below.

 In the below screenshot if you see one click on consumer is sufficient to filter but still Coropoate is
visible you can also corporate as well based on which the charts would get

Filtered as shown below. To deselect the filter, you just have to click on the bar once again. This
option is only for one page or the current page not for other pages.

Only selected Widgets: With this option only, the selected widgets would change upon filtering the
segment.
You can remove the filters applied by clicking on the filter icon in the menu bar and it will show the
filters applied you can remove the unwanted filters. You can press control and choose

Multiple values to filter the data. You can reset the filter if you are not aware which filters have been
applied. This you can do by going to Menu bar--> edit --> Reset Filters.
You can also remove filter by clicking on the three dots/context menu --> Applied to Chart --> you
can see if any filter is applied then click on X to remove it.

Note: To make interactive widget work with linked analysis we have to enable linked analysis for all
the widgets on the page

TYPES OF FILTERS:

In general, we have three types of filters

1. Story Filter

2. Page Filter

3. Widget Filter

STORY Filter acts as a global filter and affects the whole story with all pages and widgets, without
exceptions The story filter is the only filter that can be created by viewers.

PAGE Filter affects one page and its widgets, but here you can create exceptions with the help of
linked analysis. So with page level filters it is possible to filter only a specific group of widgets. This
type of filter is also called group filter.

WIDGET Filter is the only filter which affects the widget itself and no other charts.

Note: Widget and Page filters cannot be created by viewers.

STORY FILTER WITH DIMENSIONS:

In this lesson, we are going to create a story filter with a dimension. Let's click on the filter symbol
to open the filter bar.

The bar opens on the left side, and in my opinion, this takes too much space from our dashboard.

Therefore, we click on pin to top. By selecting the Filter Plus symbol, we can choose either
dimensions, measures or different predefined time filters.
We go to dimensions and select for example country. Then we filter by member.

We can either select all members and later when we are in the view mode, we can change the
countries, or we directly decide to select only a few countries here.

In our case, we take all members. If we click on settings, we have several options.

Book members only include members that have been assigned a measure value. Perhaps we have
countries in our data set that have no booked sales.

In that case, the country wouldn't be displayed for our use case. That’s fine.

Secondly, we can decide between a static or a dynamic member selection. Dynamic means that if
there will be added further countries to the data source in future, the story

filter will include them. When static is selected, future additions won't be included.
Finally, we can decide whether our users can select multiple countries or only one country after the
other.

PAGE FILTER WITH DIMENSION:

I would like to insert a page filter to our filter area on the right side. So I click on the little input
control symbol in the menu bar and drag the input control to the right

side. When we click on the page filter, we see the same drop down menu as in the story filter. We
select all and leave the settings as they are, and then we have our first page filter on our dashboard.

There are two ways to design it. Either you click on the filter to display the items. Or you increase the
size of the filter to directly display the first items.

Now, if we click on a specific country, the whole page will be filtered. And as I said, we can define
exceptions to page filters via linked analysis.

Right click on the filter or click on the three points. And then on Linked Analysis. And here we have
to select only selected widgets and activate the options as we are used to it in linked analysis.

In our case, I don't want the total sales to be filtered.

And as you can see now, every chart on this page is filtered except our total sales.

Going back once again to the context menu. I want to remark that here you also have the function
of pasting filter values, as you have seen it in story filters as shown in the below screenshot.

Below this function there is an entry that is called cascading effect. The cascading effect is helpful
when you use several filters parallel. If you used, for example, Australia as a country filter, and then
you added a city filter on your

page, then only Australian cities will be displayed if the cascading effect is activated. If not, you
would see all cities of the world. Therefore, in most of the cases you should leave it activated.
Similar to linked analysis, you can also select specific input controls that should be affected by the
cascading effect. I use these page filters a lot since I have more control over them.

As with story filters, and users generally like it to have some predefined filters on the right side.

WIDGET FILTER WITH DIIMENSION:

The third filter type is the widget filter, which is used in charts. Let's click on the country bar chart
and go to the builder tab. When we scroll down we can add a filter here.

Again, we select the dimension country and the known filter window opens. We select randomly.
Some countries leave the settings as they are and confirm it with okay.

When we go to the view mode, we can display the filtered countries by clicking on the context menu
and opening applied to chart. And of course, these filters only affect the country chart and no others
on our page.

MEASURE FILTERS:

we are going to explore measures as a filter in this lesson.

Open the filter bar and if you click on the Story Filter button, you can select measures and then for
example, profit. If you filter by a measure, you always have to select a dimension context.

Since we selected profit as a measure, we now have to define on which level we want to filter. Let's
take the order ID.

First, I want to filter by a value greater than or equal to $1,000. It means that I want to see all orders
with a profit greater than $1,000. (Just Like Restricted Measure in SAP HANA)
It's about $24.6 million. And if we click on okay, we then see that we have about $8.4 million of sales
when filtering by profit greater than $1,000 on the level of orders, you could have also filtered by
countries greater than a specific profit, and so on.

Once again, keep the total sales in mind. We then change our filter value to greater than $2,000. And
consequently, total sales drops to $3.3 million.
 Back to our measure filter settings instead of greater than. You can also select between values to
offer more flexibility to your users. As you can see, we now have a slider to simulate different
ranges, but you can also type in exact values. Instead of only one range, you can add further ones.
Let's define the second one from 1000 to $2000. In this case, it makes perhaps sense to define a
single selection in order to better switch between the two alternatives Measure.
Measure Filters can also be created as page filters, but not as single widget filters.
TIME FILTER:

In this lesson we are going to explore time filters, and this type of filter is probably the most
important one if you want to create typical reporting dashboards, as we do it here in our example.

I'm sure you already noticed that so far. We displayed the total sales over the two years 2019 and
2020, which are in total the $24.6 million. What we typically want to see in a dashboard like this are
yearly, quarterly or monthly sales values. And therefore, I want to give you an overview how you can
set up your time filters to get these results. If we go to the edit mode and add an input control, we
already saw that there are some predefined time

filters. However, to fully understand the important principles behind time filters, I want to start from
scratch and select a time dimension from the dimension category.

In this example, we take the order date and we first start with the option filter by member.
Here we have the order date in a hierarchical structure from year to the single days. Let's select, for
example 2019 and confirm.

We go to the view mode to watch how this can be adjusted by our users. As you can see, our users
would also have the option to select different levels of the time hierarchy, but this time only for
2019 as we filtered it before.

However, this is not the most skillful way. So let's delete this type of filter and select the other
possible option, namely filter by range. Here we start with the easier type first and select fixed.

In this setup, we define a fixed time range, which will stay the same whenever you open the
dashboard. As a granularity, we take month, and now we can either select the range via drop down
or the slider above.
 Okay, so let's see what happens if we filter from January to December 2020. If we now go to the
filter, we can easily set a desired time range with the slider

And this is much more comfortable than clicking through a hierarchy as you have seen before.

Okay, one more option for fixed time filters. So far we used the multiple selection, but there's also
an option called single value slider.

And with this option you can slide from month to month or from quarter to quarter if selected.
Sometimes you have use cases where this option makes totally sense and you should remember it
That's the fixed time filter. And as I said, the settings for this type of filter stay fixed whenever you
open your dashboard. So even if you open your dashboard one year later, the fixed filter will start at
2020.

I use fixed filters, especially for analytics dashboards where I want as much flexibility as possible, and
normally I activate the entire range so that my users can select all possible time ranges.

Analytics dashboards are used, for example, for ad hoc analysis with different demands and where
questions are variable and to a large extent, unpredictable.

For our management dashboard. However, we don't need this high flexibility, but we rather want to
always present, for example, how we performed last month.

So let's get back to the filter settings and select a type dynamic. Dynamic means that we need a
current date from which the filter is dynamically calculated.

Normally you use your system date, but you could also change manually to a specific date. Today it's
May 30th and 2024, so if I leave all settings as they are, the time filter will select

the current year 2024 as a filter. And when I hit okay, we get error messages on our charts. Since our
data set contains no data for 2024. If you are using a live connection to your databases with daily or
weekly loading processes, this should not be a problem.

Going back to the filter settings, we now want to simulate as if we were in January 2021. To do so,
we create a so-called current date input control.
I simply call it my own date. Set the granularity today. And select the January 30th of 2021.

If I once again click on okay, we can now see that there is a new story filter called Current Date.

Going back to the filter settings, we changed the granularity to month since we want to display
monthly values in our dashboard. Okay, but let's go back to the month.

And our goal is to filter the last month, which is December. The lookback option seems promising.
However, when looking back one month, we now have December and January in our filter.
So let's undo this and go to range type where we find the solution we actually want because we
need an offset for our requirement.

A second row with new options appears, and we now have to define the offset to our current date.
We want to look back. The granularity has to be month. And the amount has to be one since we
want to look back one month. And as you can see, our range changes to December 2020.
Just tried to play with the options if you look below I set the option of look back to 1 so it is showing
the range from last month which is Dec 2020 to Jan 2021.

Similarly, I set the offset amount to 2 keeping the same value 1 for look back and as we have set the
offset amount as 2 it is showing till Nov 2022 i.e. Jan -2 months and as the look back is set to 1 which
would be Offset amount month -1 i.e. Nov month -1 which is Oct, 2020.
Similarly in the below screenshot I kept only the offset amount to 2 so it is showing on Nov, 2020 as
the look back value is set to 0.

There's one thing I am not satisfied at the moment. Our time series chart is also filtered by
December 2020, which makes no sense.

That's the reason why I didn't add a story filter, but a page filter. With this one, we can add linked
analysis and select all charts except of the time series chart.

You know the settings from the linked analysis lesson. And now everything is filtered and we can still
scroll through the different months. Perfect…!

Now you are familiar with time filters and you are able to set up those from scratch. But as you have
seen, you can also use some predefined time filters. I delete our time filter and create a new one by
inserting an input control.
And instead of choosing the dimension this time we take the predefined ones.

There are different types with and without offsets, and we choose for our case, previous the order
date and of course the month since we want to display the previous month.

The only thing we have to adjust is that we switch from the system date to my own date. And that's
it. Pretty easy with the predefined filters. Nevertheless, it is crucial to understand the logic behind it
because in practice you might have some special use cases.