Filters
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Defining My Filters
A filter allows users to restrict/group the data that are included in a reporting object. When you define a filter, you specify characteristics that the data...
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How to Show Filtered Data: Side by Side or Nested?
Let’s explore the other Optional settings that you can set up for a chart, more precisely for a user that will use your report and access options for charts....
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How to Keep the Filter in Memory When Switching Between Reports?
By default hierarchical filter selections were kept the same when navigating between different reports, but other optional filters like filters, moving aver...
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What Are Dynamic Filters?
The Dynamic filter is in some systems, named Data-driven filters or Associated Filters. The general principle will be familiar from many e-commerce sites wit...
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How to Hide or Disable Non-selectable Options in Filters?
When non-selectable options appear due to the applied filters, i.e. items with no respondents because of the filtering, the items can be removed (hidden) fro...
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How to Make My Filters Dynamic?
The Dynamic filtering logic is not applied by default, it needs to be turned on by the Administrator during the report setup per filter. The controls for app...
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How Do Time Periods Behave in Combination with Dynamic Filtering?
Below you see the controls for applying the Dynamic filter logic to the Time periods. The logic and settings are the same as described in the optional filter...
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How Can Dynamic Filters Be Applied on Hierarchical Filters?
Here we see the Dynamic filter controls in the Hierarchical filter setup.The Dynamic filtering is not supported if the selected layout type is “One selection...
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What Is the Logic Behind Dynamic Filtering?
The logic used to determine which filter items that will be hidden/disabled is based on the selections in all other dynamic filters. The sketch below explain...
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How to Change the Sort Order of the Filters?
Once you are done with selecting your filters you can change the sort order for them. You may want to change sequence of the filter as they will actually app...
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What Is a Hierarchical Filter?
Using the Hierarchical filter (Hfilter) functionality, you can present the data in a Hierarchical, expandable view as a data tree, drop down or list. Some go...
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How to Set up a Hierarchical Filter (Derived from the Data)?
The Hierarchical filter can be set using two methods. First option is creating the Hierarchical filter structure derived from the data file that you already ...
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How to Import the Hierarchical Filter Structure?
The Hierarchical filter can also be imported as predefined structure listed in the file. To enable this import, you need to uncheck the derive the Hierarchic...
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How to Export the Hierarchical Filter Structure?
In case you need to export all the Hierarchical filter codes from the Hierarchical structure and you don’t want to do that manually, you can follow these ste...
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How to Move Hierarchical Filter Nodes in the Structure?
The Hierarchical filter structure is derived from the raw data. When a node needs to be “moved” to another “parent” node, this needs to be done by updating t...
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How to Set up Multiple Filters as a Default?
Multiple items within an Optional filter can be set to default. The logic makes it easier to create predefined report views where the user can focus on the m...
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How to Set the Last Item as a Default?
It is possible to set the “last” item in the Filter list to be the pre-selected option when the user enters a report. The option is great to use in cases whe...
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What Is Auto Update?
Auto update is an option that allows automatic updates of the report after an Optional Filter selection. This auto-update logic makes the portals user-friend...
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How to Define Time Periods as an Optional Filter?
Time period filterWithin optional filters you can define which filter you would like to be visible on the portal, and this has the option to define date filt...
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Auto selection of interval in Optional filters
Within Optional filters, the time interval selection (weeks, months, quarters or years) can be set to follow the selected time period filter.For example, if ...
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How to Improve Performance of the Portal by on Demand Loading or Rendering?
When a Report user enters a report the loading time of the Optional filters is dependent on the number of filters and filters options to be loaded from the ...
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How to Show the Hierarchical Filter in the Storyteller Report?
One you created the hierarchical filter from the data or imported this, you can make it visible in your report. 1. Click on Design/Preview reports to enter ...
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Can I Use Computes (Normal or Input) in My Hierarchical Filter?
Hierarchical filters can be based on normal variables, computed variables or input variables. However, when those variables are updated the hierarchical filt...
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Why Is No Selection Not Appearing When Using a Dynamic Filter?
When "Add no selection" is selected, Forsta Visualizations will add a category "No selection" to the filter options. Here you see where "Add no ...
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How to Apply Access Rights to Hierarchical Filter Comparison Rules?
The hierarchical filer comparison rules in charts and tables can now be access right dependent meaning that the user only sees comparison result for the hier...
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How to Upload Hierarchical Filter Access Rights?
When specifying which hierarchical filter nodes to be shown in a StoryTeller report there are quick options such as “all nodes”, “all nodes in specified lev...
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What Is Hierarchical Filter Mapping?
A “Hierarchical filter mapping” function has been introduced which, together with a specific hierarchical filter setup, supports advanced wave over wave comp...
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How to Compare Hierarchical Filters Which Changed over Time?
In Forsta Visualizations you can use Hierarchical filter mapping to compare branches/nodes which changed during time. Read this for more information what thi...