Harmoni dashboards can provide users with several filtering options that make the dashboard engaging and interactive. Creators can build dashboards to provide users with a number of filtering options.
In this article
1. Change filters using Select
The default way to interact with filters on a dashboard page is by using the select menu. The select menu presents the different filters available and also allows choosing between the add or replace filter options.
View Filters
When zoom is enabled on an individual chart, you can apply a filter in isolation from the rest of the dashboard. You can apply filters to an analysis view by using the select menu. You must first expand the view.
- The filter will apply to a specific view.
- The filter remains applied when you minimize the view.
- The filter will reset when you change to another dashboard page, refresh or start a new session.
To zoom, right-click and open the image in a new tab.
Page Filters (Linked filters)
When you have multiple views on a page with common filters, there are a couple of ways in which you can apply filters across all views on a dashboard page.
a) Using the select menu.
b) Using a container in the dashboard to create an interactive filter.Learn more about how to create interactive filters.
In both cases:
- The filter is applied to all the views in the dashboard.
- The filter resets when you change to another dashboard page, refresh or start a new session.
All page items (chart containers) must have the same filter options.
- Select the container you wish to use as a filter button.
- In the General settings menu go to Link.
- In the Custom Link field select the filter you want to use: FILTER:AXIS.ELEMENT
- Save
3. Pinned Filters
When filters are available in your analysis, stories, or dashboard you have the option to make them "sticky" for a more fluid investigation, viewing, or reporting process.
Set a filter for your session
When interacting with a story view that has filters available, you have the option to "pin" selected filters.
You can pin filters in a story view within your story or a story view on a dashboard page (chart container).
"Pinned" filters continue to apply in all subsequent views until removed or when you end your Harmoni session.
To zoom, right-click and open the image in a new tab.
Learn more about Pinned Filters.
4. Global Filters
Global filters are a unique and powerful way to change overall data displays in Harmoni. They are a top-level filter option that can be applied at the project, view, story, or dashboard level.
When a global filter is active, views are filtered to show only the data applicable to that filter. This filtering occurs on the fly and will be seen in projects, analyses, stories, and dashboard displays.
To zoom, right-click and open the image in a new tab.
Learn more about Global Filters.
- Global Filters for Analysis and Reporting.
- Global Filters settings when saving a story view.
- Setting up Global Filters in your project.
5. Append filter to a dashboard URL link
Pre-apply dashboard filters before loading
There are scenarios where having the ability to 'pre-apply' a filter, would create new ways to load a dashboard in a state that reflects a data pathway (eg from another dashboard) or simply ensure that a brand or other focus area was already selected when the dashboard loads.
The relevant filter needs to be available in all charts.
- If the filter is available a user (Viewer, Explorer, Creator) can change their suffix in the URL manually i.e. from Male to Female, and then hit 'enter' to dynamically change or apply the filter.
- After refreshing the browser and reloading a page, if the URL reflects a filter suffix, this should just be reloaded to reflect this again. If filters are removed manually or the page is loaded in a normal state, the filters would not be applied.
- If there are any design changes and filter label changes (i.e. relabel), these changes will need to be reflected in the URL suffix manually, this will not automatically be inherited.
- URL suffix links are currently supported via text and image containers. Learn more about Dashboard Containers.
- Breadcrumb shows the dashboard name.
- If the filter suffix set does not match the filter options available in the dashboard, the filter(s) will not be applied and the dashboard will load as per the default state.
If the filter is not available the dashboard will load in its original state. If there is a typo in the URL the dashboard won't load.
Apply a Suffix and share the URL
There are a couple of ways to achieve this:
a) Share the URL link with the relevant suffix.
When sent this way, a user receiving the 'URL' link would click it or paste it into their browser. They would be authenticated as per usual. If already authenticated, they would be passed directly to the dashboard with the filter(s) applied as specified.
The URL:
- Must include "#!#" before dashboard name
- Must include "?" before the filter
- Must replace spaces with "%20"
Example:
- Site Name: Infotools Harmoni Knowledge Base
- Dashboard Name: Moon Visitors_1
- Filter axis and element: Top 5 markets.UK
b) As a link 'within' Harmoni, using text or image container.
DashboardName.PAGE?filter=Axis.element
Custom link:
- The dashboard name must include the suffix .PAGE capitalized.
- Must include "?" before the filter
Example:
- Dashboard Name: Moon Visitors_NPS
- Filter axis and element: Top 5 markets.UK
- Select the container you want to use.
- In the General settings menu go to Link.
- In the Custom Link field, enter the details of the page and filter you want to link to.
- Save