How to add dynamic filters in Drag & Drop mode

Dynamic filter is a powerful way to filter a chart in real time, just by selecting a value from a dropdown, or dragging a slider. They appear as dropdowns/sliders at the top of a chart (below the chart title) based on the filter functions that you select. It provides a very convenient way to slice & dice data in real time.

How to add a dynamic filter in drag and drop mode ?

Dynamic Filters can be added while creating a chart. Click on Create Chart button on your project's Charts tab and click Drag & Drop mode. You will be directed to the Chart creation page. Drag & Drop fields into X-axis & Y-axis boxes to create your chart. Also, drag and drop a column in dynamic filters box.



You will see that a dropdown for the field is added to the box. It shows the field name with different options available in the dropdown. Each option is a function that can be applied to the filter. You can fine tune the filter by selecting the function to be applied. You can add multiple filters for a chart. They are combined using the AND condition. These filters appear as drop downs or sliders in the actual chart.



Types of dynamic filters available


1. Text/Number filters

Text & Number type fields appear as dropdowns. The unique values of a field, based on your data, appear as drop down values in the actual chart.



2. Date filters

We have many powerful & intuitive functions for Date/Time type fields:

  • Dropdown filters
  • Slider filters

Dropdown Filter

For a dropdown filter, the dropdown in actual chart will contain unique values generated based on the function selected. E.g, if you select a year function, then the filter will list the unique values for years in your data.


Slider Filter

For a date slider filter, the slider in the actual chart will have start & end dates based on your data. For a time slider filter, the start time will be 00:00:00 & end time will be 23:59:59.



Customize dynamic filters

You can customize dynamic filters for charts & global dashboard filters - select default value for dropdowns, apply conditions to filter the values displayed in dropdowns & sliders, use labels to rename the filters



To use it, click 'Customize' option for the filter.



You will see a customization form for dynamic filter.



You will see the option to customize the filter via form, or via SQL.

To customize dynamic filters visually, select 'Using Form below' option and update the form as required. Click 'Set' and save the chart



To update the SQL query of dynamic filters, select the 'SQL query' option to use an SQL query to populate dynamic filter dropdows or sliders. You will see a textbox with SQL query for your dynamic filter.

Update the query and click 'Set'. Then save the chart.

Please note: For dropdown menu filters, select only 1 column in your SQL query.

Please note, if a filter value is not present for a dashboard chart, it will not populate the chart with any data, when you select a filter value.