Using Filters
K
Written by Konrad Mattheis
Updated over a week ago

Introduction

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


Contents

Helpful links

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.

β„Ή 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.

Date Picker

The date picker object enables users to select a range of dates easily.
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Date Picker Settings

  • Collapsed\Expanded

    Set the default display for the date picker.
    ​Collapsed -

    Expanded-

  • Single day \ Range

    Set the selection behavior of the date picker.

  • Week Start Day

    Set the weekday for the start of the week display

  • Color

    Set the color for the selected dates.

Slider

The slider filter is great for continuous numeric fields; users can easily pick a range of values. Furthermore, by showing the distribution of values, users can focus on the meaningful parts of the data.

The image shows a slider with a selection made. The overall distribution is visible, and the selected range is highlighted in blue.

Slider Settings

  • Data

    • Dimension

      The dimension can be either a numeric field or a date field.

      • Custom min and max-
        You can set the custom range manually. By default, it will be between the minimal and maximal values in the dimension field.

      • Step distance-

        You can set the unit for each step; for the date field, the step options are predefined.

    • Distribution bars

      Display a bar above the values showing the significance of each range of values.
      *distribution bars only work for numeric dimensions.

      • Number of bars-
        Set the number of bars for the display manually.

  • Style

    • Slider

      Control the display of the labels.

    • Color

      Set the coloring of the distribution bars

    • Object

      Set the display of the slider object and borders.

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