Set up a filter interaction
1. Overview
This article shows you how to set up a data visualization with a filter interaction so that when a data selection is made, other visualizations with compatible hierarchies can be automatically filtered to the same selection.
Related video:Interactions
2. Create a dashboard
For this example, create a metric set and add it to a new dashboard in order to showOrderQty by Datein the form of a bar chart.
Next, create a second metric set and add it to the dashboard in order to showLineTotal by Datein the form of a table visualization.
Note that these two metric sets have compatible time hierarchies.
3. Set up the filter interaction
Right-click over the bar chart on the canvas and selectSet Up Interactions.
From the submenu, selectFilter.
TheSet up a Filterdialog is displayed.
For this example, just leave the default settings in the dialog and clickSubmit. The dialog will automatically set up the interaction for you based on a compatible hierarchy in other metric sets on the dashboard. You can test the filter interaction by switching toViewmode and clicking on the bar chart.
The next section is optional and shows you how this filtering was automatically configured by Dundas BI. You can follow along to get a better understanding of how it works.
3.1. Filter view parameter mapping
In the dashboard editor, click to open theParameters窗口中,which is docked on the bottom by default. Look for a filter view parameter item and expand it. This view parameter was automatically generated by theSet Up A Filterdialog and connected to the Date hierarchy on the second metric set (table visualization).
Open theSet Up A Filterdialog again and clickSet up parameters.
In theSet Up Parameter Mappingsdialog, you'll see that a filter view parameter mapping has already been set up.
Click theEditicon for this mapping to see its details.
In theSourcelist, theOrderDatefilter checkbox is selected to indicate that when a date hierarchy member is clicked on the bar chart, that hierarchy member will be passed to the filter view parameter in theTargetlist (which will then filter the table visualization). This filter view parameter is the generated one that appears in the Parameters window.
4. Test the interaction
Switch toViewmode and click a data point (Year 2013) on the bar chart. You should see the table visualization filtered to the same time value.
