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Workday Adaptive Planning Knowledge Center

Set up Filters on a Chart

Explains how to set up filters on a data series for dashboard charts.

You can apply a filter to any data series in a chart for all chart types. Filters applied to a chart take precedence over any filters applied from the perspective context.

You can include many element types, such as levels, dimensions, or dimension attributes as part of the filter criteria. Each filter selection included in the filter criteria expands the results returns. The following shows an filter selection panel with a multi-select filter by Level: Company A and by Dimension: Customer 1, Customer 2, and Customer 4.

Multi-element Filter Criteria

Avant de commencer

  • Autorisation requise : Accédez à Dashboards.
  • Modifiez l’accès à une perspective privée ou perspective partagée

Comment y parvenir

Navigation Icon5.png Dans le nav menu, cliquez sur Dashboards pour afficher la vue d’ensemble de la perspective.

View the perspective and click Edit Mode Icon.

Set up a Filter on a Data Series

You set up default filters on a chart by editing the data series – the Account settings on the Data Settings tab.

The following is a visual flow for selecting a filter.

Quick Tour of the Filter Selection Process

1 Shows the current filter criteria (if any). You can clear all filters or individual filter sets.

2 Choose an element to start the filter selection process.

3 Search for filter criteria. If you chose Dimensions as the element, the search will find only dimensions that match the query.

4 Browse for the filter criteria.

5 Choose another element.

6 Exit the filter selection panel to go back to the Data Settings tab.

Basic Steps

  1. Put the edit focus on the chart and click the Data Settings tab Disc-DataSettings.png. Expand the Accounts section and expand the data series.

Two Data Series in the Accounts section of the Data Settings Tab

  1. For the Filter, click Arrow Icon to open Selection Panel to expand the selection panel. Choose an element.
  2. Search or browse for the element you want to apply as a filter.

From 1 search results or from 2 the list, click the element to apply it as a filter.

Examples of Multi-select Filters

The selection panel displays filter selections at the top. Highlighted elements in the list panel indicate that elements are filter selections.

  1. Choose another element to apply as a filter. Click the More icon More iconand choose another element from the drop-down, or click Back To Elements and choose another element from the list.

Clear Filters from a Data Series

You can remove a filter set or individual filters.

Clear Filter Options

1 Click Clear to remove all filters.

2 Clear a filter set, click X next to the filter.

3 Clear individual filter criteria. In the search results or filter list, navigate to the element  and find the highlighted filter selections. Click to remove from the list of selected filters. The highlight is removed.

Visualize Same Sets of Data

If you have many data series in a chart, you can set the same filter on each account to visualize like sets of data. For example, if you are visualizing sales from two data series and want to see only Canada sales for both, create a filter on each data series using the same filter criteria. For example, change filter settings for Laptop Sales and for Desktop Sales visualize only Canada revenue in pie chart.

Example of  Using Same Filters on Two Data Series

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