Filter Elements in Visualize

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Article Goal

Learn how to use Filter Elements such as Combo Box, Tree View, List Box, and Date Filter in Visualize to add interactive filtering to your dashboards.

What Are Filter Elements?

Filter Elements allow you to add dropdowns and controls to your dashboard, enabling users to interactively filter visualizations by fields such as customer names, dates, or other attributes.

Use Case: Add a Combo Box using Contact Name to filter dashboards by specific customer, showing only the relevant data such as freight totals for that contact.

Why Use Filter Elements?

• Improve user interactivity with live dashboard filtering

• Let users explore specific segments of data on their own

• Customize visual outputs without needing multiple dashboards

Note: These filters are accessible to end users in Visualize, unlike design-time filters.

Where Are Filter Elements Added?

Filter Elements are added directly within the Visualize Designer. They can be used with any dashboard item (Charts, Grids, etc.) that shares a common data source.

Sample View Download

Download Sample View

Use this sample view to try Combo Box, List Box, Tree View, and Date Filter elements.

Steps to Use a Combo Box Filter

Step 1: Run the View

Open or create the View you want, then run it to access the Visualize Designer.

Step 2: Enter Visualize Designer

Click the Visualize Designer button.

Step 3: Add Filter Element

Click the Combo Box icon to insert a filter into the dashboard.

Step 4: Assign Field to Filter

Drag your desired field (e.g., Contact Name) into the Dimension Data Item section.

Note: Use the dropdown on the field to format it (e.g., display only unique values or apply formatting).

Step 5: Position and Interact with Filter

Move the Combo Box where you want it on the canvas. Select a value from the dropdown—your visualizations will update accordingly.

Optional: Try Other Filter Types

Step 6: Convert Filter Type

• Right-click on the Combo Box control

• Select Convert To

• Select Filter Element

• List Box / Tree View / Date Filter

Example: List Box

A List Box control works similarly to a Combo Box but displays all options at once.

Use Case: Show a full scrollable list of customer names without needing a dropdown interaction.

Example: Tree View

Use multiple fields like Contact Name and Order ID in the dimension to create a Tree View with nested filters.

Example: Date Filter

Use a date field like OrderDate formatted as Day-Month-Year to add a Date Filter.

Use Case: Let users dynamically filter dashboards based on selected timeframes.

Article Summary

Filter Elements in Visualize provide interactive ways for users to explore data through controls like Combo Box, List Box, Tree View, and Date Filter. These tools allow users to segment results in real-time, improving dashboard usability and adaptability.

Use Case: In a sales dashboard, users can filter by Contact Name to compare metrics like Freight or Order Volume specific to that customer.