Design Time Filter Options for Visualize

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In this article we cover the available filter options for visualize during design time at the Data Source level or on each widget individually. These filters are unavailable / not accessible to the end users.

Video Tutorial: 

Not Yet Available.

Steps to Apply a Data Source Filter.

Note: The end user in WebReports or the Visualize Viewer will not have access to modify this filter; it's a design time only capability.

1. Inside the Visualize Designer, click on the Data Source ribbon bar.

2. Click on Filter.

3. Create your desired filter and click Apply / OK.

4. Confirm the desired results. In the below example, both charts have the filter applied.

Steps to Apply an Individual Control/Widget Filter.

Note: The end user in WebReports or the Visualize Viewer will not have access to modify this filter; it's a design time only capability.

1. Inside the Visualize designer, click on the control that you wish to filter on (you should see the available tools at the top of the designer change based on the selected control / widget).

2. Click on the Data ribbon bar located under the tools specific to the control / widget you selected.

3. Click on the Edit Filter button.

4. Create your desired filter for the control / widget.

5. Confirm the desired results. In the below example, ONLY the selected chart has the filter applied to it.