Introduction

Filtering narrows down the data available in a workbook to aid focused analysis and to help answer specific business questions.


Contents

  1. Filter Types

    1. Global filters

    2. Chart Filters

    3. Measure Filters

  2. Filter Bar

    1. Enabling and configuring the filter bar

    2. Editable fields

  3. Filter Object

Filter Types

In Astrato the filtering capabilities help you create visual data stories and experiences with ease.

Global filters (Workbook Filters)

Global filters apply across the entire workbook session for each user. If a user selects a year, all data in the workbook reflects this - unless a chart filter or measure filter has a rule that takes precedence.

Chart Filters

Want to set an object to look at specific criteria, like a date range or region - then chart filters are what you are looking for! Chart filters enable setting permanent filters for specific objects. This is accessed from the Filters tab.

Screenshot shows the new tab for Filters, with tabs for Data, Style and Axis.

Each filter has a plus sign (+) beside it, click the + to add more filters to an object.

To add chart filters to an object, select the field, operator, and value. Once completed, click the Apply button to confirm. Repeat the process with additional measure filters.

Screenshot shows a single chart filter with its field, operator, and value.

Measure Filters

Thinking of creating a comparison between measures containing different filter criteria? Measure filters are what you need. Compare sales between listed partners, and business units, all in measure filters, without needing to create new fields or groupings in your source data.

The example below shows revenue in two ways the first is revenue from won deals, and the second is potential revenue, from deals expected to be won this month.

The number in brackets next to the measure filter title indicates the number of measures that have filters applied.

Filter bar

Enabling and configuring the filter bar

The filter bar is enabled automatically on new workbooks. To show or hide the filter bar, go to Workbook settings and use the field to select to hide or show the filter bar.

o show or hide the filter bar, go to Workbook settings and use the field to select to hide or show the filter bar.

The filter bar can be styled to suit your workbook background. If you've set an image or color on your worksheet, the filter bar can blend in seamlessly by adjusting the Opacity or Background blur with an image or color on your worksheet.

Select the Opacity or Background blur with an image or color on your worksheet.

Editable fields

The filter bar visible at the top of the worksheet is now enhanced with editable fields to simplify and speed up data analysis for you, and the teams you share your data with. The drop-down lists have a check mark beside the filters applied to the data object.

Select the filters you want, and a checkmark displays which filters are active on the data object.

Filter Object

The filter object enables end-users to quickly narrow down the global filter state across the workbook.

Measures and progress bars help visualize the general make-up of your data, helping you select right-first-time filters on the data that matters.

ℹ Filters are not synchronized across browser tabs

Tip: Enable Quickselect to bypass the apply/cancel buttons.

Measures and progress bars help visualize the general make-up of your data.

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